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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
626
First Mercantile Trust
Tennessee
$514K -$20.2K -523 -4%
DSC
627
Duncker Streett & Co
Missouri
$514K -$3.21K -83 -0.6%
EFS
628
Essex Financial Services
Connecticut
$513K +$495K +12,803 New
AWM
629
Aberdeen Wealth Management
Illinois
$509K
JWCA
630
J.W. Cole Advisors
Florida
$506K +$489K +12,635 New
MSAM
631
Moloney Securities Asset Management
Missouri
$496K +$85K +2,196 +22%
FSA
632
Franklin Street Advisors
North Carolina
$494K -$26.3K -680 -5%
AWM
633
Altavista Wealth Management
North Carolina
$492K
MCM
634
MAI Capital Management
Ohio
$489K -$93K -2,403 -16%
FHA
635
Flagship Harbor Advisors
Massachusetts
$488K -$7.55K -195 -2%
BAM
636
Belpointe Asset Management
Nevada
$486K +$101K +2,611 +27%
KIA
637
KCM Investment Advisors
California
$485K -$23.2K -600 -5%
MGWM
638
Marks Group Wealth Management
Minnesota
$485K +$7.7K +199 +2%
DPI
639
Diversified Portfolios Inc
Michigan
$482K
SBIA
640
Sheaff Brock Investment Advisors
Indiana
$482K +$348 +9 +0.1%
SW
641
SVB Wealth
Massachusetts
$482K +$50.8K +1,312 +12%
MA
642
MUFG Americas
New York
$481K -$14.7K -380 -3%
IWM
643
IHT Wealth Management
Illinois
$480K -$20.2K -523 -4%
RWM
644
Ritholtz Wealth Management
New York
$480K +$120K +3,109 +35%
TFA
645
Tranquilli Financial Advisor
New Jersey
$478K +$6.58K +170 +1%
PP
646
Patten & Patten
Tennessee
$477K -$19K -492 -4%
CG
647
Caprock Group
Idaho
$477K +$53.8K +1,390 +13%
BCM
648
Bluefin Capital Management
New York
$475K +$149K +3,856 +48%
WFI
649
West Family Investments
California
$472K +$456K +11,782 New
CIC
650
Carnegie Investment Counsel
Ohio
$472K +$456K +11,786 New

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.