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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
601
QS Investors
New York
$384K -$287K -7,732 -37%
Qube Research & Technologies (QRT)
602
Qube Research & Technologies (QRT)
United Kingdom
$383K -$297K -8,005 -38%
9WM
603
9258 Wealth Management
Ohio
$383K -$20.8K -561 -4%
Marshall Wace
604
Marshall Wace
United Kingdom
$380K -$2.27M -61,119 -82%
DAS
605
Dynamic Advisor Solutions
Arizona
$380K -$52.1K -1,407 -10%
SCA
606
Sippican Capital Advisors
Massachusetts
$380K -$42.9K -1,158 -8%
GAAM
607
Guinness Atkinson Asset Management
California
$378K -$152K -4,100 -24%
IP
608
Investment Partners
Ohio
$378K -$58.9K -1,588 -11%
AWM
609
Aberdeen Wealth Management
Illinois
$375K
WF
610
Welch & Forbes
Massachusetts
$372K +$83.9K +2,263 +21%
PP
611
Pacifica Partners
Canada
$368K -$29.8K -803 -6%
MIM
612
Montgomery Investment Management
Maryland
$368K
TH
613
TCTC Holdings
Texas
$368K
SC
614
Savant Capital
Illinois
$367K -$8.49K -229 -2%
EWA
615
Exencial Wealth Advisors
Oklahoma
$366K -$42K -1,132 -8%
FAM
616
Formidable Asset Management
Ohio
$366K +$466K +12,578 New
FHA
617
Flagship Harbor Advisors
Massachusetts
$364K +$57K +1,538 +14%
NAM
618
NTV Asset Management
West Virginia
$360K +$133K +3,589 +41%
ISWM
619
Independent Solutions Wealth Management
New York
$358K +$28.4K +766 +7%
AWM
620
Altavista Wealth Management
North Carolina
$358K +$5.12K +138 +1%
FIM
621
Freedom Investment Management
Connecticut
$353K -$14.4K -389 -4%
RIL
622
Rothschild Investment LLC
Illinois
$352K -$2.45K -66 -0.5%
CWS
623
Cypress Wealth Services
California
$350K -$20K -539 -4%
FPS
624
Fieldpoint Private Securities
Connecticut
$344K -$6.97K -188 -2%
CS
625
Comerica Securities
Michigan
$344K +$2.45K +66 +0.6%

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.