We are live on ! Find out more
ENB icon

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
KWM
651
Kingsview Wealth Management
Oregon
$454K +$83.6K +2,120 +23%
MIM
652
Montgomery Investment Management
Maryland
$453K
WDG
653
Wealth Dimensions Group
Ohio
$453K +$1.89K +48 +0.4%
ONST
654
Old North State Trust
North Carolina
$453K +$5.6K +142 +1%
QCG
655
Quadrant Capital Group
Ohio
$453K +$37.2K +942 +9%
SWM
656
Segment Wealth Management
Texas
$451K
GAAM
657
Guinness Atkinson Asset Management
California
$450K -$142K -3,600 -24%
CIC
658
Carnegie Investment Counsel
Ohio
$448K -$21.2K -538 -5%
CPO
659
Cerity Partners OCIO
New York
$444K +$37.6K +954 +9%
CGA
660
Crescent Grove Advisors
Illinois
$443K
AIL
661
AGF Investments LLC
Ontario, Canada
$440K +$107K +2,714 +33%
CG
662
Caprock Group
Idaho
$439K -$34.5K -875 -7%
PFM
663
Parsec Financial Management
North Carolina
$439K -$16.4K -417 -4%
GAMC
664
Garner Asset Management Corp
Texas
$439K
PTC
665
Private Trust Company
Ohio
$436K +$23.5K +597 +6%
SF
666
Symphony Financial
Texas
$435K -$2.48K -63 -0.6%
GAM
667
Gould Asset Management
California
$434K
WT
668
Washington Trust
Rhode Island
$434K
LIM
669
Loudon Investment Management
New Hampshire
$434K +$155K +3,938 +57%
CLOS
670
Compagnie Lombard Odier SCmA
Switzerland
$430K
PAMG
671
Patton Albertson Miller Group
Tennessee
$429K -$16.8K -425 -4%
FCA
672
FinTrust Capital Advisors
South Carolina
$423K +$23.9K +606 +6%
TCM
673
Tradewinds Capital Management
Washington
$419K +$8.56K +217 +2%
VAG
674
VisionPoint Advisory Group
Texas
$419K +$10.9K +277 +3%
AWA
675
Aaron Wealth Advisors
Illinois
$417K -$118K -2,985 -22%

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.