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Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
701
Verition Fund Management
Connecticut
$244K +$247K +8,029 New
PFM
702
Peak Financial Management
Massachusetts
$242K +$1.14K +37 +0.5%
AWM
703
AllSquare Wealth Management
New York
$242K +$6.14K +200 +3%
BFC
704
Blue Fin Capital
Rhode Island
$241K -$366K -11,918 -60%
THWM
705
Taylor Hoffman Wealth Management
Virginia
$241K +$11.1K +361 +5%
SCM
706
Schnieders Capital Management
California
$240K +$242K +7,885 New
MCM
707
MAI Capital Management
Ohio
$238K -$9.43K -307 -4%
MAA
708
Mraz Amerine & Associates
California
$238K
WIA
709
World Investment Advisors
California
$235K +$212K +6,912 New
CWP
710
CFM Wealth Partners
Texas
$234K -$77.9K -2,534 -25%
WSTAM
711
Wilbanks Smith & Thomas Asset Management
Virginia
$233K -$25.6K -832 -10%
BRWA
712
B. Riley Wealth Advisors
Florida
$233K +$234K +7,603 New
AIA
713
Arbor Investment Advisors
North Carolina
$232K -$952 -31 -0.4%
SYBT
714
Stock Yards Bank & Trust
Kentucky
$232K +$234K +7,614 New
HKAM
715
Horizon Kinetics Asset Management
New York
$231K +$233K +7,597 New
FIM
716
Freedom Investment Management
Connecticut
$230K -$25.2K -819 -10%
CICI
717
Capital Investment Counsel Inc
North Carolina
$229K -$37.9K -1,233 -14%
PFGIA
718
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$60.5K +1,970 +35%
Fisher Asset Management
719
Fisher Asset Management
Washington
$229K +$231K +7,518 New
SW
720
SVB Wealth
Massachusetts
$227K -$20.5K -666 -8%
KPW
721
Kore Private Wealth
New York
$227K -$11K -358 -5%
MSA
722
Marino Stram & Associates
Massachusetts
$225K +$2.15K +70 +1%
TH
723
TCTC Holdings
Texas
$222K -$164K -5,342 -42%
CPO
724
Cerity Partners OCIO
New York
$222K -$1.23K -40 -0.5%
GIM
725
Greenwich Investment Management
Connecticut
$222K

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.