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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GW
701
GW & Wade
Massachusetts
$289K +$5.96K +196 +2%
FNBT
702
FineMark National Bank & Trust
Florida
$289K +$34.4K +1,131 +14%
SP
703
Successful Portfolios
Florida
$287K +$28.4K +932 +12%
FCA
704
FinTrust Capital Advisors
South Carolina
$287K +$31.4K +1,031 +13%
Daiwa Securities Group
705
Daiwa Securities Group
Japan
$285K
SW
706
SVB Wealth
Massachusetts
$285K +$6.63K +218 +3%
SIA
707
SkyView Investment Advisors
New Jersey
$284K +$270K +8,886 New
QCG
708
Quadrant Capital Group
Ohio
$282K -$12.9K -424 -5%
OPW
709
Oxler Private Wealth
New York
$280K +$266K +8,757 New
SA
710
Strategic Advisors
New York
$279K -$47.2K -1,553 -16%
IAMOG
711
Investors Asset Management of Georgia
Georgia
$278K
KIA
712
KCM Investment Advisors
California
$278K +$1.52K +50 +0.6%
IFG
713
Independent Financial Group
California
$277K +$16.7K +550 +7%
NHC
714
Nicholas Hoffman & Company
Georgia
$277K +$41K +1,349 +18%
EI
715
Ethic Inc
New York
$275K -$426 -14 -0.2%
TCM
716
Tradewinds Capital Management
Washington
$271K -$8.58K -282 -3%
LFAS
717
Level Four Advisory Services
Texas
$270K -$114K -3,747 -31%
IB
718
Intrust Bank
Kansas
$270K -$51K -1,676 -17%
RIA
719
Regal Investment Advisors
Michigan
$269K +$256K +8,401 New
SFA
720
Sequoia Financial Advisors
Ohio
$268K -$25.1K -826 -9%
WCAMG
721
Woodard & Company Asset Management Group
North Carolina
$267K +$254K +8,353 New
NSB
722
Norway Savings Bank
Maine
$266K -$44.1K -1,450 -15%
BPA
723
Beacon Pointe Advisors
California
$266K +$254K +8,348 New
LRIA
724
Leonard Rickey Investment Advisors
Washington
$265K +$252K +8,288 New
NCM
725
Nelson Capital Management
California
$264K -$71.3K -2,343 -22%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.