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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Willingdon Wealth Management
North Carolina
$81K
SGAM
677
Smith Group Asset Management
Texas
$81K +$51.6K +1,630 +251%
BWL
678
Bogart Wealth LLC
Virginia
$75K +$8.9K +281 +15%
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$73K -$9.12K -288 -12%
EP
680
Elkfork Partners
Oregon
$73K
STA
681
Summit Trail Advisors
New York
$73K +$64.6K +2,041 New
ADL
682
Asset Dedication LLC
California
$72K
NWM
683
Northwest Wealth Management
Iowa
$72K
AAP
684
Arax Advisory Partners
Colorado
$70K -$12.5K -395 -17%
KC
685
KHP Capital
Oklahoma
$70K
MCM
686
Manchester Capital Management
Vermont
$68K
KJWM
687
Kiley Juergens Wealth Management
Washington
$65K +$57.8K +1,825 New
CLOS
688
Compagnie Lombard Odier SCmA
Switzerland
$64K
ZB
689
Zions Bancorporation
Utah
$61K -$4.28K -135 -7%
GBBWRPM
690
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$61K
VNA
691
Valley National Advisers
Pennsylvania
$61K
FMB
692
Field & Main Bank
Kentucky
$60K -$12.7K -400 -19%
FANJ
693
Financial Architects (New Jersey)
New Jersey
$60K -$7.79K -246 -13%
GHCM
694
Glen Harbor Capital Management
California
$60K
GI
695
Gradient Investments
Minnesota
$60K
GCM
696
Gables Capital Management
Florida
$59K
DOA
697
D'Orazio & Associates
Virginia
$58K -$2.98K -94 -5%
SFG
698
SevenBridge Financial Group
Pennsylvania
$58K
CAW
699
Cornerstone Advisors (Washington)
Washington
$58K +$25.8K +816 +100%
PCP
700
Proficio Capital Partners
Massachusetts
$57K +$26.4K +832 +109%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.