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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
SW
651
SVB Wealth
Massachusetts
$390K +$63.9K +1,817 +20%
DLCIG
652
D.L. Carlson Investment Group
New Hampshire
$389K
RA
653
RFG Advisory
Alabama
$387K -$18K -511 -5%
MPAM
654
Murphy Pohlad Asset Management
Minnesota
$386K
CG
655
Caprock Group
Idaho
$383K +$148K +4,216 +67%
EPWM
656
Essex Private Wealth Management
Massachusetts
$381K -$65.5K -1,864 -15%
BCM
657
Birch Capital Management
Texas
$381K +$12.5K +355 +4%
MCM
658
Marathon Capital Management
Maryland
$381K +$33.5K +954 +10%
FNBT
659
FineMark National Bank & Trust
Florida
$379K +$48.4K +1,376 +15%
SA
660
Strategic Advisors
New York
$379K +$74.2K +2,111 +25%
FNB
661
Farmers National Bank
Kentucky
$378K
BCM
662
BTR Capital Management
California
$376K
FCBT
663
First Citizens Bank & Trust
North Carolina
$376K +$33.2K +944 +10%
CPO
664
Cerity Partners OCIO
New York
$373K +$123K +3,505 +52%
WWMSC
665
Wagner Wealth Management (South Carolina)
South Carolina
$372K +$2.14K +61 +0.6%
PTC
666
Private Trust Company
Ohio
$372K +$12.4K +353 +4%
FCA
667
FinTrust Capital Advisors
South Carolina
$372K +$44.6K +1,268 +14%
AAM
668
Advisors Asset Management
Colorado
$372K +$75.2K +2,138 +26%
MSAM
669
Moloney Securities Asset Management
Missouri
$371K -$8.37K -238 -2%
CFGS
670
Concourse Financial Group Securities
Alabama
$371K +$114K +3,234 +46%
RHBC
671
R.H. Bluestein & Co
Michigan
$371K +$358K +10,196 New
IFG
672
Independent Financial Group
California
$367K +$50K +1,421 +16%
IC
673
IEQ Capital
California
$367K -$20.8M -592,167 -98%
ACM
674
Ayrshire Capital Management
Connecticut
$363K +$141 +4 +0%
CT
675
Coastline Trust
Rhode Island
$360K -$91.3K -2,598 -21%

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.