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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
601
Mraz Amerine & Associates
California
$374K +$387K +12,049 New
GRP
602
Global Retirement Partners
California
$371K -$3.31K -103 -0.9%
DA
603
Dillon & Associates
Michigan
$368K -$37.8K -1,175 -9%
FI
604
FormulaFolio Investments
Michigan
$367K
UR
605
USCA RIA
Texas
$367K +$6.82K +212 +2%
RIL
606
Rothschild Investment LLC
Illinois
$367K +$380K +11,823 New
PFM
607
Parsec Financial Management
North Carolina
$364K -$161 -5 -0%
SWM
608
Stockman Wealth Management
Montana
$362K +$12.9K +400 +4%
SC
609
Saturna Capital
Washington
$359K +$371K +11,541 New
DBRC
610
D.B. Root & Company
Pennsylvania
$358K -$14.4K -447 -4%
LNC
611
Lincoln National Corp
Pennsylvania
$358K +$25.8K +801 +7%
WF
612
Welch & Forbes
Massachusetts
$358K +$46.2K +1,438 +14%
MSS
613
Mitchell Sinkler & Starr
Pennsylvania
$356K
OIA
614
OneDigital Investment Advisors
Kansas
$355K +$298K +9,268 +430%
MRCM
615
M&R Capital Management
New Jersey
$349K
SA
616
Strategic Advisors
New York
$348K +$360K +11,184 New
AIC
617
Ameritas Investment Company
Nebraska
$347K +$359K +11,177 New
LCM
618
Landscape Capital Management
New Jersey
$345K +$357K +11,087 New
GAM
619
Gould Asset Management
California
$345K +$357K +11,105 New
AGM
620
Alpine Global Management
New York
$340K +$352K +10,954 New
RCM
621
Riverhead Capital Management
Delaware
$338K
NIPH
622
NN Investment Partners Holdings
Netherlands
$335K
SVWA
623
Sound View Wealth Advisors
Georgia
$332K +$343K +10,672 New
PP
624
Paloma Partners
Connecticut
$331K +$108K +3,361 +46%
FTC
625
Farmers Trust Company
Ohio
$329K -$5.53K -172 -2%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.