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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
576
Adams Asset Advisors
Texas
$630K
FAIM
577
Financial Advocates Investment Management
Washington
$629K +$294K +7,442 +89%
WB
578
WesBanco Bank
West Virginia
$618K -$35.7K -904 -5%
BOH
579
Bank of Hawaii
Hawaii
$616K -$543K -13,765 -47%
RIL
580
Rothschild Investment LLC
Illinois
$615K +$91.6K +2,323 +18%
HAG
581
HighPoint Advisor Group
Illinois
$614K -$23.2K -589 -4%
WFMPM
582
Woodley Farra Manion Portfolio Management
Indiana
$612K -$30.1K -763 -5%
KMWM
583
Keudell/Morrison Wealth Management
Oregon
$611K +$5.4K +137 +0.9%
IB
584
Intrust Bank
Kansas
$608K +$20.1K +510 +3%
RHBC
585
R.H. Bluestein & Co
Michigan
$604K -$355 -9 -0.1%
WF
586
Welch & Forbes
Massachusetts
$604K +$13.3K +337 +2%
SCA
587
Sippican Capital Advisors
Massachusetts
$596K +$986 +25 +0.2%
WA
588
WealthTrust Axiom
Pennsylvania
$595K -$9.43K -239 -2%
CCA
589
Checchi Capital Advisers
California
$591K -$23.1K -585 -4%
CCT
590
Chemung Canal Trust
New York
$588K +$13.3K +336 +2%
FF
591
FourThought Financial
Florida
$588K +$27.5K +698 +5%
GWAG
592
Garrett Wealth Advisory Group
Texas
$585K +$3.23K +82 +0.6%
BW
593
Bison Wealth
Georgia
$585K +$291K +7,386 +101%
KA
594
Kovack Advisors
Florida
$584K +$60.2K +1,527 +12%
C
595
Certuity
Florida
$584K +$262K +6,639 +83%
PG
596
Patten Group
Tennessee
$580K +$14.9K +378 +3%
SWM
597
Salvus Wealth Management
New Jersey
$569K -$10.5K -265 -2%
BCM
598
Birch Capital Management
Texas
$566K +$36.6K +927 +7%
CAAS
599
Capital Asset Advisory Services
Michigan
$560K +$47.1K +1,193 +9%
PA
600
Parallel Advisors
California
$559K +$6.51K +165 +1%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.