We are live on ! Find out more
ENB icon

Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
601
Intrua Financial
Texas
$558K +$77 +2 +0%
PA
602
Parallel Advisors
California
$556K +$70.7K +1,826 +15%
ACM
603
Azimuth Capital Management
Michigan
$554K -$25.5K -659 -5%
CIMLRA
604
CBRE Investment Management Listed Real Assets
Pennsylvania
$548K -$19.3K -500 -4%
CFGS
605
Concourse Financial Group Securities
Alabama
$546K +$132K +3,420 +34%
GLLW
606
Graves Light Lenhart Wealth
Virginia
$541K +$5.03K +130 +1%
SCA
607
Snowden Capital Advisors
New York
$541K +$209K +5,388 +66%
AWA
608
Aaron Wealth Advisors
Illinois
$540K -$10.1K -262 -2%
AWM
609
AllSquare Wealth Management
New York
$539K
PCC
610
Park Circle Company
Maryland
$537K
SBH
611
Segall Bryant & Hamill
Illinois
$536K
GG
612
Gofen & Glossberg
Illinois
$534K -$19.6K -507 -4%
FAM
613
Formidable Asset Management
Ohio
$534K -$10.4K -270 -2%
BCM
614
Birch Capital Management
Texas
$533K +$109K +2,827 +27%
ACWM
615
Adams Chetwood Wealth Management
North Carolina
$532K
CM
616
Castleark Management
Illinois
$532K
WWMSC
617
Wagner Wealth Management (South Carolina)
South Carolina
$528K +$115K +2,963 +29%
HPC
618
HM Payson & Co
Maine
$527K -$3.1K -80 -0.6%
RIL
619
Rothschild Investment LLC
Illinois
$526K -$5.11K -132 -1%
KA
620
Kovack Advisors
Florida
$526K +$10.1K +262 +2%
AA
621
ALPS Advisors
Colorado
$526K +$278K +7,195 +121%
FPS
622
Fieldpoint Private Securities
Connecticut
$525K +$9.68K +250 +2%
EARNEST Partners
623
EARNEST Partners
Georgia
$522K -$30.8K -796 -6%
CWC
624
Carolinas Wealth Consulting
North Carolina
$519K +$367K +9,473 +272%
CAAS
625
Capital Asset Advisory Services
Michigan
$515K +$34.1K +880 +7%

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.