We are live on ! Find out more
ENB icon

Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
701
Henshaw Capital
Massachusetts
$248K
WSTAM
702
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$9.67K -261 -3%
TW
703
TrinityPoint Wealth
Connecticut
$247K +$26.4K +711 +9%
Lido Advisors
704
Lido Advisors
California
$246K +$97.8K +2,638 +45%
PB
705
Pinnacle Bancorp
Nebraska
$244K +$8.45K +228 +3%
FWIA
706
Fort Washington Investment Advisors
Ohio
$243K
BMA
707
Brooks Moore & Associates
Tennessee
$242K -$29.2K -787 -9%
IIA
708
ICW Investment Advisors
Arizona
$242K +$5.19K +140 +2%
BCM
709
Birch Capital Management
Texas
$241K +$114K +3,065 +59%
FMW
710
Farr Miller & Washington
District of Columbia
$240K
FWP
711
FAS Wealth Partners
Kansas
$240K +$306K +8,262 New
BAM
712
Belpointe Asset Management
Nevada
$239K -$32K -864 -10%
MCM
713
MAI Capital Management
Ohio
$237K -$35.6K -960 -11%
SW
714
SVB Wealth
Massachusetts
$236K -$29.6K -800 -9%
SC
715
Schulhoff & Co
Ohio
$236K
IFWM
716
Institute for Wealth Management
Colorado
$235K +$87.4K +2,359 +41%
MFW
717
Mosaic Family Wealth
Missouri
$233K -$21.9K -590 -7%
PFM
718
Peak Financial Management
Massachusetts
$230K +$3.19K +86 +1%
JG
719
Jefferies Group
New York
$229K -$4.26M -114,916 -94%
WCAMG
720
Woodard & Company Asset Management Group
North Carolina
$228K -$927 -25 -0.3%
MWM
721
Mattern Wealth Management
Kansas
$228K +$72.9K +1,968 +34%
KPW
722
Kore Private Wealth
New York
$228K +$277K +7,475 +2,082%
MGWM
723
Marks Group Wealth Management
Minnesota
$227K -$3.71K -100 -1%
MAA
724
Mraz Amerine & Associates
California
$227K
HIMC
725
Heritage Investors Management Corp
Maryland
$226K +$36.9K +995 +15%

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.