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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
576
International Assets Investment Management
Florida
$497K +$473K +15,536 New
PFPT
577
Pinnacle Financial Partners (Tennessee)
Tennessee
$492K -$56.3K -1,849 -10%
FHC
578
First Heartland Consultants
Missouri
$491K +$174K +5,718 +59%
CPIA
579
Cornell Pochily Investment Advisors
New York
$489K -$27.9K -916 -6%
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$486K +$442K +14,534 +2,219%
HH
581
Hilltop Holdings
Texas
$481K +$20.7K +682 +5%
HAG
582
HighPoint Advisor Group
Illinois
$479K +$160K +5,263 +65%
SWP
583
Stratos Wealth Partners
Ohio
$478K -$310K -10,176 -41%
FTDI
584
First Trust Direct Indexing
Massachusetts
$478K +$454K +14,932 New
PFS
585
Prospera Financial Services
Texas
$475K +$344K +11,296 +321%
CWS
586
Cypress Wealth Services
California
$471K +$448K +14,726 New
ACM
587
Azimuth Capital Management
Michigan
$470K
GWAG
588
Garrett Wealth Advisory Group
Texas
$467K +$8.28K +272 +2%
FMT
589
First Mercantile Trust
Tennessee
$458K -$7.79K -256 -2%
PAMG
590
Patton Albertson Miller Group
Tennessee
$452K -$102K -3,360 -21%
GLLW
591
Graves Light Lenhart Wealth
Virginia
$450K -$456 -15 -0.1%
DSC
592
Duncker Streett & Co
Missouri
$445K -$175K -5,761 -29%
WI
593
WrapManager Inc
California
$443K -$192K -6,305 -31%
FAM
594
Formidable Asset Management
Ohio
$442K -$5.84K -192 -1%
EWA
595
EP Wealth Advisors
California
$438K -$40.1K -1,317 -9%
YWP
596
YorkBridge Wealth Partners
New York
$435K -$8.06K -265 -2%
CCA
597
Checchi Capital Advisers
California
$433K -$58.4K -1,918 -12%
ACWM
598
Adams Chetwood Wealth Management
North Carolina
$433K -$15.3K -502 -4%
PCC
599
Park Circle Company
Maryland
$429K
SCA
600
Sippican Capital Advisors
Massachusetts
$428K +$9.22K +303 +2%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.