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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
FF
601
FourThought Financial
Florida
$424K +$404K +13,265 New
RIL
602
Rothschild Investment LLC
Illinois
$419K
Koshinski Asset Management
603
Koshinski Asset Management
Illinois
$415K -$12.5K -411 -3%
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$414K +$114K +3,742 +43%
DAS
605
Dynamic Advisor Solutions
Arizona
$410K +$6.78K +223 +2%
CAAS
606
Capital Asset Advisory Services
Michigan
$407K -$33.4K -1,097 -8%
AWM
607
Aberdeen Wealth Management
Illinois
$406K
SDAM
608
Shulman DeMeo Asset Management
New York
$406K +$99.5K +3,270 +35%
WJWM
609
Williams Jones Wealth Management
New York
$404K -$30.6K -1,005 -7%
CCT
610
Chemung Canal Trust
New York
$403K -$2.14M -70,485 -85%
PG
611
Patten Group
Tennessee
$401K +$35.8K +1,176 +10%
FPS
612
Fieldpoint Private Securities
Connecticut
$400K +$2.07K +68 +0.5%
PP
613
Patten & Patten
Tennessee
$400K +$36.8K +1,211 +11%
CT
614
Coastline Trust
Rhode Island
$399K -$32.7K -1,075 -8%
UR
615
USCA RIA
Texas
$396K -$5.45K -179 -1%
SAG
616
Spotlight Asset Group
Illinois
$396K +$5.35K +176 +1%
EPWM
617
Essex Private Wealth Management
Massachusetts
$394K -$360K -11,820 -49%
AWM
618
Altavista Wealth Management
North Carolina
$393K
PPSG
619
Princeton Portfolio Strategies Group
New Jersey
$390K
BRWA
620
B. Riley Wealth Advisors
Florida
$388K +$88.1K +2,897 +32%
D.E. Shaw & Co
621
D.E. Shaw & Co
New York
$385K -$19.8M -650,681 -98%
DPI
622
Diversified Portfolios Inc
Michigan
$385K +$367K +12,049 New
SSG
623
Summit Securities Group
New York
$384K +$24.4K +802 +7%
SBIA
624
Sheaff Brock Investment Advisors
Indiana
$383K -$8.76K -288 -2%
JFA
625
JNBA Financial Advisors
Minnesota
$383K

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.