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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
626
Manning & Napier Group
New York
$323K -$32 -1 -0%
BFM
627
Boston Financial Management
Massachusetts
$323K +$334K +10,381 New
MCM
628
Marathon Capital Management
Maryland
$322K +$26.8K +833 +9%
ONST
629
Old North State Trust
North Carolina
$321K -$707 -22 -0.2%
APP
630
Avantax Planning Partners
Iowa
$321K +$220K +6,848 +196%
PGFC
631
Peapack-Gladstone Financial Corp
New Jersey
$316K +$327K +10,156 New
BFA
632
Bragg Financial Advisors
North Carolina
$315K -$26.4K -820 -7%
MF
633
MHI Funds
New York
$314K +$56K +1,743 +21%
MFW
634
Mosaic Family Wealth
Missouri
$314K +$122K +3,781 +60%
KIA
635
KCM Investment Advisors
California
$313K -$21.3K -661 -6%
CCA
636
Checchi Capital Advisers
California
$309K +$12.6K +393 +4%
HAG
637
HighPoint Advisor Group
Illinois
$307K -$19.2K -598 -7%
PFA
638
Pettinga Financial Advisors
Indiana
$306K +$317K +9,843 New
CAAS
639
Capital Asset Advisory Services
Michigan
$305K -$49.3K -1,534 -14%
Koshinski Asset Management
640
Koshinski Asset Management
Illinois
$303K -$247K -7,694 -44%
SFA
641
Sequoia Financial Advisors
Ohio
$303K +$84.5K +2,627 +37%
LOAMS
642
Lombard Odier Asset Management (Switzerland)
Switzerland
$299K -$154K -4,804 -41%
CA
643
Continuum Advisory
Idaho
$299K -$95.7K -2,975 -24%
CL
644
Choreo LLC
Illinois
$299K -$7.75K -241 -2%
MCIM
645
Meadow Creek Investment Management
Georgia
$299K
AIA
646
Arbor Investment Advisors
North Carolina
$299K +$547 +17 +0.2%
TC
647
Telemus Capital
Michigan
$298K +$308K +9,583 New
FHB
648
First Hawaiian Bank
Hawaii
$296K +$28.2K +878 +10%
FCAG
649
First Capital Advisors Group
New Jersey
$296K +$307K +9,535 New
SYBT
650
Stock Yards Bank & Trust
Kentucky
$294K +$62.1K +1,930 +26%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.