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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
CIMLRA
676
CBRE Investment Management Listed Real Assets
Pennsylvania
$415K -$128K -3,248 -24%
MCM
677
MAI Capital Management
Ohio
$414K -$70.5K -1,788 -15%
FA
678
FMA Advisory
Pennsylvania
$414K +$7.38K +187 +2%
DLCIG
679
D.L. Carlson Investment Group
New Hampshire
$412K -$8.13K -206 -2%
CSIC
680
Clifford Swan Investment Counsel
California
$406K
SWM
681
SeaCrest Wealth Management
New York
$406K +$61.6K +1,562 +18%
BCM
682
BTR Capital Management
California
$404K -$7.89K -200 -2%
CF
683
Centaurus Financial
California
$403K -$9.11K -231 -2%
FTC
684
Farmers Trust Company
Ohio
$401K
Thrivent Financial for Lutherans
685
Thrivent Financial for Lutherans
Minnesota
$400K -$6.11K -155 -2%
MCM
686
Marathon Capital Management
Maryland
$398K -$11.4K -288 -3%
RA
687
RFG Advisory
Alabama
$398K +$7.69K +195 +2%
CM
688
Caption Management
Oklahoma
$398K +$394K +10,000 New
GWSG
689
GPS Wealth Strategies Group
Colorado
$397K -$41.7K -1,058 -10%
BFEC
690
Benjamin F. Edwards & Company
Missouri
$396K -$18K -456 -4%
MFG
691
Magnus Financial Group
New York
$395K
CT
692
Coastline Trust
Rhode Island
$391K -$394 -10 -0.1%
HIMC
693
Heritage Investors Management Corp
Maryland
$386K +$3.39K +86 +0.9%
CS
694
Comerica Securities
Michigan
$386K +$3.75K +95 +1%
WAOI
695
Wealth Advisors of Iowa
Iowa
$386K +$383K +9,700 New
Marshall Wace
696
Marshall Wace
United Kingdom
$385K -$27M -684,565 -99%
RB
697
Renasant Bank
Mississippi
$385K -$7.73K -196 -2%
SIGI
698
Susquehanna International Group (Ireland)
Ireland
$382K -$1.17M -29,723 -76%
GLA
699
Good Life Advisors
Pennsylvania
$382K +$93.6K +2,373 +33%
SSWM
700
Sheets Smith Wealth Management
North Carolina
$380K

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.