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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
676
Sowell Financial Services
Arkansas
$313K +$160K +5,273 +117%
LTI
677
Laffer Tengler Investments
Tennessee
$308K -$31.2K -1,026 -10%
OTPPB
678
Ontario Teachers' Pension Plan Board
Ontario, Canada
$308K -$1.13M -37,294 -79%
VCA
679
Verdence Capital Advisors
Maryland
$308K -$319K -10,474 -52%
FTC
680
Farmers Trust Company
Ohio
$308K
HIMC
681
Heritage Investors Management Corp
Maryland
$307K +$30.4K +1,000 +12%
EH
682
Equitable Holdings
New York
$305K +$10.7K +351 +4%
Fisher Asset Management
683
Fisher Asset Management
Washington
$305K +$65.5K +2,152 +29%
RWA
684
RGT Wealth Advisors
Texas
$305K +$290K +9,529 New
MCM
685
Marathon Capital Management
Maryland
$304K -$25.9K -850 -8%
9WM
686
9258 Wealth Management
Ohio
$302K -$27.3K -896 -9%
FCBT
687
First Citizens Bank & Trust
North Carolina
$300K -$36.1K -1,188 -11%
CSIC
688
Clifford Swan Investment Counsel
California
$300K -$26.9K -885 -9%
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$300K +$37.6K +1,236 +15%
MSA
690
Marino Stram & Associates
Massachusetts
$300K +$286K +9,387 New
MCM
691
MAI Capital Management
Ohio
$300K +$286K +9,389 New
APP
692
Avantax Planning Partners
Iowa
$299K -$24.6K -808 -8%
BFA
693
Bragg Financial Advisors
North Carolina
$298K +$37.1K +1,218 +15%
FFS
694
Founders Financial Securities
Maryland
$296K +$50.1K +1,647 +22%
MA
695
MUFG Americas
New York
$294K -$10.9K -357 -4%
CCC
696
Crescent Capital Consulting
Louisiana
$294K +$280K +9,200 New
FMBTD
697
First Midwest Bank Trust Division
Illinois
$293K -$82.5K -2,712 -23%
MAA
698
Mraz Amerine & Associates
California
$292K -$2.28K -75 -0.8%
HS
699
Haafor (Singapore)
Singapore
$292K +$278K +9,122 New
ONST
700
Old North State Trust
North Carolina
$290K +$37K +1,215 +15%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.