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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
TF
676
Trek Financial
Arizona
$360K +$348K +9,900 New
BC
677
Bridgefront Capital
Texas
$357K +$345K +9,816 New
SSWM
678
Sheets Smith Wealth Management
North Carolina
$356K -$48.2K -1,371 -12%
HIMC
679
Heritage Investors Management Corp
Maryland
$356K +$6.47K +184 +2%
SCM
680
Sterneck Capital Management
Missouri
$355K +$343K +9,766 New
EH
681
Equitable Holdings
New York
$349K +$1.65K +47 +0.5%
PPSG
682
Princeton Portfolio Strategies Group
New Jersey
$348K -$91.6K -2,607 -21%
HAS
683
HBW Advisory Services
California
$348K +$115K +3,284 +52%
BAM
684
Belpointe Asset Management
Nevada
$347K +$62.6K +1,782 +23%
HPC
685
Hobart Private Capital
North Carolina
$346K -$68.3K -1,943 -17%
SVWAG
686
Sound View Wealth Advisors Group
Georgia
$345K +$2.85K +81 +0.9%
RB
687
Renasant Bank
Mississippi
$345K +$45.6K +1,298 +16%
9WM
688
9258 Wealth Management
Ohio
$343K
CSIC
689
Clifford Swan Investment Counsel
California
$342K
BUB
690
BBVA USA Bancshares
Texas
$341K -$52.7K -1,499 -14%
APP
691
Avantax Planning Partners
Iowa
$339K -$2.14K -61 -0.7%
WDC
692
Woodward Diversified Capital
California
$338K -$86.7K -2,467 -21%
QSS
693
Quantitative Systematic Strategies
Florida
$336K +$325K +9,243 New
LRIA
694
Leonard Rickey Investment Advisors
Washington
$335K +$32.5K +924 +11%
IP
695
Investment Partners
Ohio
$333K -$28.2K -802 -8%
NAM
696
NTV Asset Management
West Virginia
$332K -$86.9K -2,473 -21%
GW
697
GW & Wade
Massachusetts
$329K -$35 -1 -0%
CF
698
Centaurus Financial
California
$328K +$157K +4,464 +98%
FCH
699
Freestone Capital Holdings
Washington
$327K +$51.8K +1,473 +20%
SP
700
Successful Portfolios
Florida
$326K -$562 -16 -0.2%

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.