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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
576
InTrack Investment Management
Vermont
$516K +$498K +14,170 New
BPA
577
Beacon Pointe Advisors
California
$515K +$204K +5,815 +70%
EWA
578
Encompass Wealth Advisors
Oregon
$513K +$463K +13,164 New
HH
579
Hilltop Holdings
Texas
$510K -$35.3K -1,003 -7%
FAM
580
Formidable Asset Management
Ohio
$509K
WF
581
Welch & Forbes
Massachusetts
$506K +$68.3K +1,944 +16%
EARNEST Partners
582
EARNEST Partners
Georgia
$504K -$128K -3,654 -21%
GG
583
Gofen & Glossberg
Illinois
$504K +$72.4K +2,060 +17%
FF
584
FourThought Financial
Florida
$500K +$17.2K +488 +4%
AWA
585
Aaron Wealth Advisors
Illinois
$500K +$483K +13,749 New
AWM
586
AllSquare Wealth Management
New York
$490K +$56.2K +1,600 +14%
SBH
587
Segall Bryant & Hamill
Illinois
$489K -$97.8K -2,783 -17%
HAG
588
HighPoint Advisor Group
Illinois
$489K -$4.78K -136 -1%
PG
589
Patten Group
Tennessee
$489K +$31.6K +900 +7%
PCC
590
Park Circle Company
Maryland
$488K
GLLW
591
Graves Light Lenhart Wealth
Virginia
$487K -$24.4K -693 -5%
MWM
592
Meridian Wealth Management
Kentucky
$487K +$470K +13,384 New
FMT
593
First Mercantile Trust
Tennessee
$486K -$33.6K -956 -7%
MSA
594
Marino Stram & Associates
Massachusetts
$485K +$138K +3,930 +42%
CM
595
Castleark Management
Illinois
$484K -$226K -6,440 -33%
ACWM
596
Adams Chetwood Wealth Management
North Carolina
$484K -$8.26K -235 -2%
HPC
597
HM Payson & Co
Maine
$482K -$1.22M -34,839 -72%
RIL
598
Rothschild Investment LLC
Illinois
$482K +$4.64K +132 +1%
FSA
599
Franklin Street Advisors
North Carolina
$474K +$37.3K +1,061 +9%
FPS
600
Fieldpoint Private Securities
Connecticut
$471K +$15.2K +433 +3%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.