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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
701
RFG Advisory
Alabama
$392K -$32.1K -830 -8%
HIMC
702
Heritage Investors Management Corp
Maryland
$385K -$7.12K -184 -2%
CS
703
Comerica Securities
Michigan
$384K -$267K -6,911 -42%
SSWM
704
Sheets Smith Wealth Management
North Carolina
$382K -$8.36K -216 -2%
TI
705
Tidal Investments
Wisconsin
$382K +$369K +9,534 New
EPWM
706
Essex Private Wealth Management
Massachusetts
$381K -$36.7K -948 -9%
CAM
707
Cresset Asset Management
Illinois
$379K +$34.5K +892 +10%
CCC
708
Crescent Capital Consulting
Louisiana
$377K -$85K -2,196 -19%
SCM
709
Sterneck Capital Management
Missouri
$377K -$7.55K -195 -2%
CSIC
710
Clifford Swan Investment Counsel
California
$376K +$7.62K +197 +2%
VAG
711
VisionPoint Advisory Group
Texas
$376K +$363K +9,392 New
SS
712
Sunbelt Securities
Texas
$375K +$59.5K +1,537 +19%
4WM
713
44 Wealth Management
Oregon
$373K +$28.1K +725 +8%
KWM
714
Kingsview Wealth Management
Oregon
$373K +$38.6K +997 +12%
IP
715
Investment Partners
Ohio
$372K +$5.03K +130 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
716
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$372K +$360K +9,300 New
EWA
717
Encompass Wealth Advisors
Oregon
$371K -$151K -3,893 -30%
APP
718
Avantax Planning Partners
Iowa
$370K -$2.05K -53 -0.6%
BWA
719
Beam Wealth Advisors
Louisiana
$370K +$77.7K +2,009 +28%
ARC
720
Advisor Resource Council
Texas
$368K +$356K +9,196 New
9WM
721
9258 Wealth Management
Ohio
$367K -$10.4K -270 -3%
NAM
722
NTV Asset Management
West Virginia
$365K
SAG
723
Spotlight Asset Group
Illinois
$365K +$32.2K +831 +10%
MI
724
Markston International
New York
$364K -$3.76M -97,049 -91%
1IA
725
1834 Investment Advisors
Wisconsin
$363K +$79K +2,042 +29%

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.