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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
626
GPS Wealth Strategies Group
Colorado
$417K +$27.6K +785 +7%
BCM
627
Birmingham Capital Management
Alabama
$416K -$8.61K -245 -2%
GAAM
628
Guinness Atkinson Asset Management
California
$415K -$17.6K -500 -4%
MIM
629
Montgomery Investment Management
Maryland
$415K
UR
630
USCA RIA
Texas
$414K -$35.2K -1,000 -8%
FFS
631
Founders Financial Securities
Maryland
$414K +$73.7K +2,097 +23%
WDG
632
Wealth Dimensions Group
Ohio
$412K +$422 +12 +0.1%
SWM
633
Segment Wealth Management
Texas
$412K +$6.33K +180 +2%
TNB
634
TCF National Bank
South Dakota
$411K
CST
635
Charles Schwab Trust
Nevada
$410K +$391K +11,132 New
JSL
636
JT Stratford LLC
Georgia
$407K +$14.1K +400 +4%
SF
637
Symphony Financial
Texas
$406K +$388K +11,050 New
GIM
638
Groesbeck Investment Management
New Jersey
$405K -$422K -12,000 -52%
GAMC
639
Garner Asset Management Corp
Texas
$405K
FTA
640
Financial & Tax Architects
Missouri
$402K +$389K +11,056 New
HI
641
Horizon Investments
North Carolina
$402K +$388K +11,048 New
WT
642
Washington Trust
Rhode Island
$401K +$37K +1,052 +11%
MFG
643
Magnus Financial Group
New York
$400K -$32.5K -925 -8%
GAM
644
Gould Asset Management
California
$397K -$23.3K -664 -6%
PPW
645
Parcion Private Wealth
Washington
$395K
BFA
646
Bragg Financial Advisors
North Carolina
$395K +$54.4K +1,547 +17%
QCG
647
Quadrant Capital Group
Ohio
$395K +$72.2K +2,053 +23%
CWP
648
Concord Wealth Partners
Virginia
$394K -$8.93K -254 -2%
PFM
649
Parsec Financial Management
North Carolina
$393K +$34.6K +984 +10%
FTC
650
Farmers Trust Company
Ohio
$391K +$39.1K +1,113 +12%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.