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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
IFG
651
Independent Financial Group
California
$471K +$63.8K +1,648 +16%
PMFA
652
Plante Moran Financial Advisors
Michigan
$465K +$387K +10,000 +619%
WT
653
Whittier Trust
California
$464K +$211K +5,447 +89%
JFA
654
JNBA Financial Advisors
Minnesota
$463K -$16.1K -415 -3%
BCM
655
Birmingham Capital Management
Alabama
$461K +$3.87K +100 +0.9%
SA
656
Strategic Advisors
New York
$459K +$40.8K +1,054 +10%
BFA
657
Bragg Financial Advisors
North Carolina
$458K +$21.5K +556 +5%
MIM
658
Montgomery Investment Management
Maryland
$456K
UR
659
USCA RIA
Texas
$456K
SWM
660
Segment Wealth Management
Texas
$454K
WDG
661
Wealth Dimensions Group
Ohio
$453K +$464 +12 +0.1%
ONST
662
Old North State Trust
North Carolina
$450K +$91.6K +2,367 +27%
PAMG
663
Patton Albertson Miller Group
Tennessee
$449K -$31.3K -810 -7%
CGA
664
Crescent Grove Advisors
Illinois
$446K +$431K +11,141 New
GIM
665
Groesbeck Investment Management
New Jersey
$445K
EWA
666
EP Wealth Advisors
California
$444K -$49K -1,267 -10%
GWSG
667
GPS Wealth Strategies Group
Colorado
$442K -$16.4K -425 -4%
GAMC
668
Garner Asset Management Corp
Texas
$441K -$3.79K -98 -0.9%
SF
669
Symphony Financial
Texas
$439K -$2.44K -63 -0.6%
WT
670
Washington Trust
Rhode Island
$438K -$2.63K -68 -0.6%
GAM
671
Gould Asset Management
California
$436K
PPW
672
Parcion Private Wealth
Washington
$435K
CLOS
673
Compagnie Lombard Odier SCmA
Switzerland
$433K -$47.3K -1,223 -10%
PFM
674
Parsec Financial Management
North Carolina
$433K
JSL
675
JT Stratford LLC
Georgia
$423K -$23.7K -613 -5%

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.