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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
626
HM Payson & Co
Maine
$492K -$31.6K -800 -6%
XF
627
XML Financial
Maryland
$492K +$488K +12,371 New
DSC
628
Duncker Streett & Co
Missouri
$491K -$19.7K -500 -4%
AWM
629
Altavista Wealth Management
North Carolina
$490K
TFA
630
Tranquilli Financial Advisor
New Jersey
$490K +$14.2K +359 +3%
Koshinski Asset Management
631
Koshinski Asset Management
Illinois
$489K +$78.4K +1,987 +19%
FHA
632
Flagship Harbor Advisors
Massachusetts
$488K
TI
633
Tidal Investments
Wisconsin
$488K +$107K +2,724 +29%
KIA
634
KCM Investment Advisors
California
$482K
WT
635
Whittier Trust
California
$482K +$21.3K +541 +5%
DPI
636
Diversified Portfolios Inc
Michigan
$480K
PP
637
Patten & Patten
Tennessee
$474K
SBIA
638
Sheaff Brock Investment Advisors
Indiana
$473K -$5.76K -146 -1%
IFG
639
Independent Financial Group
California
$472K +$4.14K +105 +0.9%
MWM
640
Meridian Wealth Management
Kentucky
$470K +$54.6K +1,384 +13%
FCBT
641
First Citizens Bank & Trust
North Carolina
$468K +$144K +3,661 +45%
PPW
642
Parcion Private Wealth
Washington
$462K
PMFA
643
Plante Moran Financial Advisors
Michigan
$462K
JFA
644
JNBA Financial Advisors
Minnesota
$460K
BCM
645
Birmingham Capital Management
Alabama
$459K
AWM
646
Aberdeen Wealth Management
Illinois
$458K -$47.4K -1,203 -9%
EH
647
Equitable Holdings
New York
$458K +$49.4K +1,253 +12%
WFI
648
West Family Investments
California
$457K -$12.3K -312 -3%
BFA
649
Bragg Financial Advisors
North Carolina
$456K +$710 +18 +0.2%
IWC
650
Integrated Wealth Concepts
Massachusetts
$455K +$451K +11,438 New

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.