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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
626
Welch & Forbes
Massachusetts
$383K
FSA
627
Franklin Street Advisors
North Carolina
$382K -$109K -3,587 -23%
KMWM
628
Keudell/Morrison Wealth Management
Oregon
$382K +$3.83K +126 +1%
MFG
629
Magnus Financial Group
New York
$381K -$45.2K -1,487 -11%
GAAM
630
Guinness Atkinson Asset Management
California
$381K -$9.13K -300 -2%
IWM
631
IHT Wealth Management
Illinois
$381K +$7.82K +257 +2%
AWM
632
AllSquare Wealth Management
New York
$379K +$119K +3,900 +49%
GG
633
Gofen & Glossberg
Illinois
$377K +$12.2K +400 +4%
WDC
634
Woodward Diversified Capital
California
$376K +$358K +11,755 New
BCM
635
Birmingham Capital Management
Alabama
$373K +$4.08K +134 +1%
RA
636
RFG Advisory
Alabama
$371K -$34.8K -1,145 -9%
NAM
637
NTV Asset Management
West Virginia
$371K -$23.8K -782 -6%
GAM
638
Gould Asset Management
California
$370K
FHA
639
Flagship Harbor Advisors
Massachusetts
$368K -$12.5K -410 -3%
TFA
640
Tranquilli Financial Advisor
New Jersey
$368K +$350K +11,517 New
MGWM
641
Marks Group Wealth Management
Minnesota
$367K +$73.7K +2,423 +27%
HPC
642
Hobart Private Capital
North Carolina
$366K -$108K -3,535 -24%
WQ
643
Wealth Quarterback
New Jersey
$366K -$115K -3,776 -25%
UWM
644
Urban Wealth Management
California
$366K +$348K +11,451 New
FFN
645
Focus Financial Network
Minnesota
$366K +$60.6K +1,991 +21%
JWCA
646
J.W. Cole Advisors
Florida
$365K +$347K +11,412 New
MIM
647
Montgomery Investment Management
Maryland
$364K
TNB
648
TCF National Bank
South Dakota
$361K
WDG
649
Wealth Dimensions Group
Ohio
$361K +$344K +11,299 New
SWM
650
Segment Wealth Management
Texas
$357K +$31.3K +1,030 +10%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.