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Enbridge

839 hedge funds and large institutions have $43.9B invested in Enbridge in 2017 Q1 according to their latest regulatory filings, with 523 funds opening new positions, 255 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390% more first-time investments, than exits

New positions opened: 523 | Existing positions closed: 21

467% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 45

146% more funds holding

Funds holding: 341839 (+498)

74% more funds holding in top 10

Funds holding in top 10: 3154 (+23)

49% more capital invested

Capital invested by funds: $29.5B → $43.9B (+$14.5B)

28% more call options, than puts

Call options by funds: $103M | Put options by funds: $80.3M

10.02% less ownership

Funds ownership: 74.16%64.14% (-10%)

Holders
839
Holders Change
+498
Holders Change %
+146.04%
% of All Funds
20.89%
Holding in Top 10
54
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+74.19%
% of All Funds
1.34%
New
523
Increased
255
Reduced
45
Closed
21
Calls
$103M
Puts
$80.3M
Net Calls
+$22.6M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
701
BBVA USA Bancshares
Texas
$154K +$156K +3,688 New
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$146K +$123K +2,914 +512%
BEAM
703
Baker Ellis Asset Management
Washington
$146K +$147K +3,480 New
JGIA
704
Jackson Grant Investment Advisers
Connecticut
$146K +$147K +3,491 New
LPIC
705
LeJeune Puetz Investment Counsel
Michigan
$138K +$140K +3,308 New
SNT
706
Security National Trust
West Virginia
$136K +$137K +3,247 New
RFM
707
Royal Fund Management
Florida
$136K +$138K +3,259 New
SWA
708
Sutton Wealth Advisors
Florida
$132K +$133K +3,146 New
TSW
709
Thompson Siegel & Walmsley
Virginia
$127K +$128K +3,024 New
AOWM
710
Alpha Omega Wealth Management
Virginia
$127K +$128K +3,037 New
NIMI
711
Natixis Investment Managers International
France
$121K +$123K +2,906 New
PMFA
712
Plante Moran Financial Advisors
Michigan
$117K +$112K +2,657 +2,028%
AP
713
Atwood & Palmer
Missouri
$114K +$9.34K +221 +9%
NSIM
714
North Star Investment Management
Illinois
$112K +$74.8K +1,770 +197%
MWM
715
Mascoma Wealth Management
New Hampshire
$111K +$112K +2,656 New
KTC
716
Kistler-Tiffany Companies
Pennsylvania
$109K +$110K +2,606 New
TA
717
Teachers Advisors
New York
$106K +$21.6K +512 +25%
FANJ
718
Financial Architects (New Jersey)
New Jersey
$105K +$102K +2,420 +2,988%
MBT
719
Monroe Bank & Trust
Michigan
$105K +$106K +2,509 New
FPF
720
FNY Partners Fund
New York
$104K
FPFS
721
First Personal Financial Services
North Carolina
$102K +$103K +2,428 New
EDRH
722
Edmond de Rothschild Holding
Switzerland
$98K +$99.2K +2,349 New
NFG
723
Next Financial Group
Texas
$96K +$40.7K +963 +71%
ARMC
724
American Research & Management Company
Massachusetts
$95K +$95.6K +2,262 New
AIM
725
Arcadia Investment Management
Michigan
$91K +$92.3K +2,185 New

ENB Hedge Fund Activity: Q1 2017 in Review

839 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2017, worth a combined $43.9B — up 49% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 523 funds opened new ENB positions and 21 closed out — a net gain of 502 holders — while 255 added to existing stakes and 45 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.63B. The largest seller was 1832 Asset Management, cutting an estimated $502M.

  • 839 institutional investors held Enbridge (ENB) as of Q1 2017, up from 341 in Q4 2016.
  • Funds reported $43.9B of Enbridge stock for Q1 2017, up 49% quarter-over-quarter.
  • 523 funds opened new Enbridge positions in Q1 2017 and 21 closed out, a net change of +502 holders.
  • The largest Enbridge buyer in Q1 2017 was Capital World Investors, an estimated $1.63B added.
  • The largest Enbridge seller in Q1 2017 was 1832 Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2017.