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Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
626
Gould Asset Management
California
$352K
KMWM
627
Keudell/Morrison Wealth Management
Oregon
$351K +$35.4K +1,153 +11%
MCM
628
Marathon Capital Management
Maryland
$350K +$15.9K +516 +5%
MIM
629
Montgomery Investment Management
Maryland
$349K -$35.9K -1,168 -9%
GAMC
630
Garner Asset Management Corp
Texas
$345K +$61 +2 +0%
IFG
631
Independent Financial Group
California
$343K -$94.4K -3,073 -21%
BUB
632
BBVA USA Bancshares
Texas
$342K -$86.1K -2,801 -20%
IWM
633
IHT Wealth Management
Illinois
$339K -$10.7K -349 -3%
APC
634
Aspire Private Capital
North Carolina
$338K +$8.94K +291 +3%
GFP
635
Gryphon Financial Partners
Ohio
$334K +$337K +10,969 New
SSWM
636
Sheets Smith Wealth Management
North Carolina
$332K +$3.07K +100 +0.9%
ECG
637
Edge Capital Group
Georgia
$330K +$38.7K +1,260 +13%
SRC
638
Shufro Rose & Co
New York
$328K
SMFS
639
Squar Milner Financial Services
California
$327K +$61.6K +2,006 +23%
PFS
640
Prospera Financial Services
Texas
$326K +$32K +1,043 +10%
NCM
641
Nelson Capital Management
California
$323K +$326K +10,610 New
NSB
642
Norway Savings Bank
Maine
$322K -$12.3K -400 -4%
MPAM
643
Murphy Pohlad Asset Management
Minnesota
$322K
PPW
644
Parcion Private Wealth
Washington
$322K
PFM
645
Parsec Financial Management
North Carolina
$321K -$11.6K -376 -3%
PG
646
Patten Group
Tennessee
$321K +$5.22K +170 +2%
HC
647
Henshaw Capital
Massachusetts
$319K +$61K +1,984 +23%
ED
648
Exane Derivatives
France
$318K
CSIC
649
Clifford Swan Investment Counsel
California
$317K +$3.5K +114 +1%
TU
650
TDAM USA
Ontario, Canada
$316K

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.