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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
Sterneck Capital Management
Missouri
$377K -$3.94K -100 -1%
FNBT
702
FineMark National Bank & Trust
Florida
$376K -$25.6K -648 -6%
CCC
703
Crescent Capital Consulting
Louisiana
$376K
APP
704
Avantax Planning Partners
Iowa
$376K +$7.57K +192 +2%
SS
705
Sunbelt Securities
Texas
$375K
IC
706
IEQ Capital
California
$374K +$142K +3,593 +62%
LRIA
707
Leonard Rickey Investment Advisors
Washington
$373K +$9.86K +250 +3%
JSL
708
JT Stratford LLC
Georgia
$372K -$48.4K -1,227 -12%
BWA
709
Beam Wealth Advisors
Louisiana
$372K +$3.79K +96 +1%
GW
710
GW & Wade
Massachusetts
$370K -$24.8K -629 -6%
IP
711
Investment Partners
Ohio
$370K +$828 +21 +0.2%
CA
712
CGN Advisors
Kansas
$366K +$95.8K +2,428 +36%
9WM
713
9258 Wealth Management
Ohio
$364K
NAM
714
NTV Asset Management
West Virginia
$363K
MI
715
Markston International
New York
$362K
NSB
716
Norway Savings Bank
Maine
$358K +$5.33K +135 +2%
SW
717
StrongBox Wealth
Missouri
$358K +$158K +4,000 +80%
WDC
718
Woodward Diversified Capital
California
$354K +$16.3K +413 +5%
4WM
719
44 Wealth Management
Oregon
$353K -$18.5K -468 -5%
RWA
720
RGT Wealth Advisors
Texas
$353K +$350K +8,881 New
PFA
721
Peak Financial Advisors
Colorado
$351K +$36.5K +925 +12%
PSP
722
Principal Street Partners
Tennessee
$349K +$11.7K +297 +3%
OPW
723
Oxler Private Wealth
New York
$348K -$11.7K -297 -3%
XT
724
XTX Topco
Cayman Islands
$348K +$344K +8,733 New
IAMOG
725
Investors Asset Management of Georgia
Georgia
$346K

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.