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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
701
Daiwa Securities Group
Japan
$324K
FFA
702
Founders Financial Alliance
North Carolina
$324K +$38.7K +1,101 +15%
ONST
703
Old North State Trust
North Carolina
$323K -$6.61K -188 -2%
RWM
704
Ritholtz Wealth Management
New York
$323K +$312K +8,877 New
OPW
705
Oxler Private Wealth
New York
$318K
IAMOG
706
Investors Asset Management of Georgia
Georgia
$317K
BCM
707
Bayesian Capital Management
New York
$317K +$306K +8,700 New
CIA
708
Capital Investment Advisors
Georgia
$316K +$305K +8,678 New
SWM
709
SeaCrest Wealth Management
New York
$314K -$447K -12,712 -60%
4WM
710
44 Wealth Management
Oregon
$313K +$302K +8,602 New
CAM
711
Cresset Asset Management
Illinois
$312K +$301K +8,554 New
SIA
712
SkyView Investment Advisors
New Jersey
$311K -$12K -341 -4%
TCM
713
Tradewinds Capital Management
Washington
$308K
NSB
714
Norway Savings Bank
Maine
$305K +$2.64K +75 +0.9%
KWM
715
Kingsview Wealth Management
Oregon
$305K +$58K +1,649 +25%
TLP
716
Trinity Legacy Partners
Texas
$305K +$287K +8,162 New
W
717
Wealthquest
Ohio
$304K +$43.7K +1,244 +17%
KFGK
718
Keystone Financial Group (Kentucky)
Kentucky
$304K +$294K +8,356 New
SAG
719
Spotlight Asset Group
Illinois
$301K -$144K -4,109 -33%
NCM
720
Nelson Capital Management
California
$301K
BFS
721
Baskin Financial Services
Ontario, Canada
$301K +$22.6K +643 +8%
SFA
722
Sequoia Financial Advisors
Ohio
$300K -$5.41K -154 -2%
FMW
723
Farr Miller & Washington
District of Columbia
$300K
FMBTD
724
First Midwest Bank Trust Division
Illinois
$298K -$34.6K -984 -11%
SC
725
Schulhoff & Co
Ohio
$295K

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.