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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
SW
601
SVB Wealth
Massachusetts
$558K +$78.3K +1,985 +17%
AWA
602
Arete Wealth Advisors
Illinois
$557K -$47.3K -1,200 -8%
ACM
603
Azimuth Capital Management
Michigan
$547K -$3.87K -98 -0.7%
CWS
604
Cypress Wealth Services
California
$544K -$76.4K -1,938 -12%
FAM
605
Formidable Asset Management
Ohio
$544K +$4.42K +112 +0.8%
AWM
606
AllSquare Wealth Management
New York
$544K +$7.89K +200 +1%
BAM
607
Belpointe Asset Management
Nevada
$541K +$57.5K +1,458 +12%
ACWM
608
Adams Chetwood Wealth Management
North Carolina
$537K +$8.28K +210 +2%
SCA
609
Snowden Capital Advisors
New York
$535K -$2.41K -61 -0.5%
WWMSC
610
Wagner Wealth Management (South Carolina)
South Carolina
$535K -$15.8K -400 -3%
PCC
611
Park Circle Company
Maryland
$533K
GLLW
612
Graves Light Lenhart Wealth
Virginia
$531K -$7.22K -183 -1%
GG
613
Gofen & Glossberg
Illinois
$531K
FPS
614
Fieldpoint Private Securities
Connecticut
$531K +$5.6K +142 +1%
CM
615
Castleark Management
Illinois
$529K
CA
616
CastleArk Alternatives
Illinois
$529K +$524K +13,290 New
AA
617
ALPS Advisors
Colorado
$522K
RWM
618
Ritholtz Wealth Management
New York
$521K +$43.5K +1,104 +9%
CAM
619
Cresset Asset Management
Illinois
$516K +$139K +3,513 +37%
FSA
620
Franklin Street Advisors
North Carolina
$514K +$22.6K +572 +5%
ACM
621
AlphaStar Capital Management
North Carolina
$513K +$476K +12,060 New
FMT
622
First Mercantile Trust
Tennessee
$498K -$12.2K -309 -2%
PFS
623
Prospera Financial Services
Texas
$496K -$926K -23,471 -65%
CWC
624
Carolinas Wealth Consulting
North Carolina
$494K -$21.1K -535 -4%
MSAM
625
Moloney Securities Asset Management
Missouri
$493K -$197 -5 -0%

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.