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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
626
Moloney Securities Asset Management
Missouri
$343K -$29.5K -795 -6%
SWM
627
Segment Wealth Management
Texas
$342K -$33.5K -903 -7%
FHB
628
First Hawaiian Bank
Hawaii
$342K +$19.5K +527 +5%
FCBT
629
First Citizens Bank & Trust
North Carolina
$340K -$741 -20 -0.2%
SSG
630
Summit Securities Group
New York
$340K +$122K +3,300 +39%
IG
631
ING Group
Netherlands
$338K -$1.52M -41,000 -78%
PP
632
Patten & Patten
Tennessee
$337K -$36.5K -984 -8%
DAM
633
Doheny Asset Management
California
$337K
GAM
634
Gould Asset Management
California
$336K
IWM
635
IHT Wealth Management
Illinois
$335K +$8.41K +227 +2%
GBT
636
Grove Bank & Trust
Florida
$332K +$72.2K +1,947 +21%
JSL
637
JT Stratford LLC
Georgia
$331K -$80K -2,158 -16%
RIM
638
Regent Investment Management
Kentucky
$331K -$18.5K -500 -4%
TIP
639
Torray Investment Partners
Maryland
$330K -$138K -3,711 -25%
GAMC
640
Garner Asset Management Corp
Texas
$330K
MRCM
641
M&R Capital Management
New Jersey
$321K
NSB
642
Norway Savings Bank
Maine
$320K +$18.7K +505 +5%
KWM
643
Kingsview Wealth Management
Oregon
$320K +$141K +3,802 +53%
FSA
644
Franklin Street Advisors
North Carolina
$319K -$108K -2,919 -21%
MCM
645
Marathon Capital Management
Maryland
$319K +$8.41K +227 +2%
PFM
646
Parsec Financial Management
North Carolina
$318K +$54K +1,456 +15%
PP
647
Paloma Partners
Connecticut
$316K -$378K -10,207 -48%
APC
648
Aspire Private Capital
North Carolina
$315K -$447K -12,051 -53%
SSWM
649
Sheets Smith Wealth Management
North Carolina
$315K +$35.8K +965 +10%
SRC
650
Shufro Rose & Co
New York
$314K

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.