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Enbridge
ENB

299 hedge funds and large institutions have $22.7B invested in Enbridge in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $35M

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

8% more funds holding

Funds holding: 278 → 299 (+21)

5% more capital invested

Capital invested by funds: $21.7B → $22.7B (+$1.04B)

0.11% less ownership

Funds ownership: 62.95% → 62.85% (-0.11%)

2% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 110

Holders
299
Holders Change
+21
Holders Change %
+7.55%
% of All Funds
8.68%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
49
Increased
108
Reduced
110
Closed
26
Calls
$81.5M
Puts
$35M
Net Calls
+$46.5M
Net Calls Change
-$2.54B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$281M
2
Capital International Investors
Capital International Investors
California
+$195M
3
Capital World Investors
Capital World Investors
California
+$158M
4
Franklin Resources
Franklin Resources
California
+$131M
5
CGT
Capital Guardian Trust
California
+$122M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$146M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$112M
3
Ameriprise
Ameriprise
Minnesota
-$88M
4
Deutsche Bank
Deutsche Bank
Germany
-$78.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
51
Ontario Teachers' Pension Plan Board
Ontario, Canada
$55.7M -$41.5M -982,708 -44%
CS
52
Credit Suisse
Switzerland
$54.9M +$53M +1,257,000 New
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$50.2M +$2.11M +50,000 +5%
ACI
54
AMP Capital Investors
Australia
$48.5M +$917K +21,736 +2%
Goldman Sachs
55
Goldman Sachs
New York
$46.8M -$1.97M -46,695 -4%
Bank of America
56
Bank of America
North Carolina
$46.5M -$6.13M -145,328 -12%
AIMCA
57
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$42.8M -$14.3M -339,900 -27%
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$42.4M -$1.79M -42,373 -4%
O
59
OppenheimerFunds
New York
$42.3M +$11.2M +264,870 +38%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$42M +$1.37M +32,563 +4%
Invesco
61
Invesco
Georgia
$38.9M -$12.3M -291,489 -25%
BG
62
Bahl & Gaynor
Ohio
$38.1M +$381K +9,031 +1%
Vanguard Group
63
Vanguard Group
Pennsylvania
$34.5M -$810K -19,200 -3%
APG Asset Management
64
APG Asset Management
Netherlands
$32M -$2.76M -65,361 -8%
Citigroup
65
Citigroup
New York
$31.7M -$16.5M -390,733 -35%
PGH
66
Partners Group Holding
Switzerland
$31.3M +$4.69M +111,200 +18%
TCM
67
Tetrem Capital Management
Manitoba, Canada
$28.8M -$5.33M -126,454 -17%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$28.6M +$596K +14,139 +2%
Credit Agricole
69
Credit Agricole
France
$26.6M -$4.67M -110,639 -15%
SI
70
Sentry Investments
Ontario, Canada
$25.3M +$1.33M +31,584 +6%
SAM
71
Shell Asset Management
Netherlands
$19.9M -$1.06M -25,113 -6%
NIM
72
Nexus Investment Management
Ontario, Canada
$19.5M -$383K -9,090 -2%
MAA
73
Managed Account Advisors
New Jersey
$19.2M -$285K -6,762 -2%
MTB
74
Mizuho Trust & Banking
Japan
$18.8M -$30M -710,552 -64%
BC
75
Bartlett & Co
Ohio
$18.3M +$5.27M +125,050 +43%
1 2
3
4 5

ENB Hedge Fund Activity: Q4 2013 in Review

299 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2013, worth a combined $22.7B — up 4.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ENB positions and 26 closed out — a net gain of 23 holders — while 108 added to existing stakes and 110 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $281M. The largest seller was Jennison Associates, cutting an estimated $146M.

  • 299 institutional investors held Enbridge (ENB) as of Q4 2013, up from 278 in Q3 2013.
  • Funds reported $22.7B of Enbridge stock for Q4 2013, up 4.8% quarter-over-quarter.
  • 49 funds opened new Enbridge positions in Q4 2013 and 26 closed out, a net change of +23 holders.
  • The largest Enbridge buyer in Q4 2013 was Wellington Management Group, an estimated $281M added.
  • The largest Enbridge seller in Q4 2013 was Jennison Associates, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2013.