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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FLI
626
Family Legacy Inc
South Carolina
$208K +$184K +5,815 New
BGCP
627
Bristol Gate Capital Partners
Ontario, Canada
$208K +$185K +5,827 New
CAAS
628
Capital Asset Advisory Services
Michigan
$208K +$185K +5,829 New
VC
629
Vicus Capital
Pennsylvania
$207K +$183K +5,790 New
NGA
630
Naples Global Advisors
Florida
$207K +$184K +5,806 New
MHIC
631
Marble Harbor Investment Counsel
Massachusetts
$206K -$262K -8,278 -59%
AAM
632
Auxier Asset Management
Oregon
$206K +$183K +5,780 New
SRIM
633
Saratoga Research & Investment Management
California
$205K +$182K +5,739 New
AssetMark Inc
634
AssetMark Inc
California
$202K -$2.75K -87 -2%
Wellington Management Group
635
Wellington Management Group
Massachusetts
$201K -$1.11M -34,929 -86%
SCM
636
Schnieders Capital Management
California
$201K +$178K +5,631 New
HWA
637
Heritage Wealth Advisors
Virginia
$200K +$177K +5,587 New
PA
638
Parallel Advisors
California
$199K -$17.2K -542 -9%
BBHC
639
Brown Brothers Harriman & Co
New York
$196K
TFS
640
TrustCore Financial Services
Tennessee
$195K -$602 -19 -0.3%
ED
641
Exane Derivatives
France
$193K
TL
642
TrueWealth LLC
Georgia
$192K
CF
643
Centaurus Financial
California
$191K +$170K +5,355 New
WWMSC
644
Wagner Wealth Management (South Carolina)
South Carolina
$182K +$34.8K +1,099 +27%
OC
645
Oakworth Capital
Alabama
$178K +$25.2K +795 +19%
CHP
646
Cable Hill Partners
Oregon
$175K
AOWM
647
Alpha Omega Wealth Management
Virginia
$166K -$4.37K -138 -3%
MPPLM
648
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$164K -$2K -63 -1%
HI
649
Hudock Inc
Pennsylvania
$161K -$53.6K -1,691 -27%
BFC
650
Bedel Financial Consulting
Indiana
$159K -$5.1K -161 -3%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.