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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
AllSquare Wealth Management
New York
$225K -$7.41K -200 -3%
AIA
727
Arbor Investment Advisors
North Carolina
$223K +$15.5K +418 +6%
THWM
728
Taylor Hoffman Wealth Management
Virginia
$220K
SVWAG
729
Sound View Wealth Advisors Group
Georgia
$218K -$10.5K -282 -4%
TFS
730
TrustCore Financial Services
Tennessee
$214K -$85.7K -2,312 -24%
PTP
731
Platform Technology Partners
New York
$213K -$10.6K -287 -4%
WTC
732
WhitTier Trust Company
Nevada
$213K -$1.19K -32 -0.4%
CPO
733
Cerity Partners OCIO
New York
$213K +$37 +1 +0%
GIM
734
Greenwich Investment Management
Connecticut
$213K +$15.3K +414 +6%
MSA
735
Marino Stram & Associates
Massachusetts
$213K +$271K +7,319 New
RFO
736
RiverGlades Family Offices
Florida
$212K -$88.9K -2,400 -25%
NHC
737
Nicholas Hoffman & Company
Georgia
$212K
EIA
738
Edgemoor Investment Advisors
Maryland
$211K -$12.8M -345,942 -98%
PGFC
739
Peapack-Gladstone Financial Corp
New Jersey
$211K
MHIC
740
Marble Harbor Investment Counsel
Massachusetts
$211K +$74.1K +2,000 +38%
AL
741
Aspiriant LLC
California
$210K -$117K -3,158 -30%
CC
742
Chicago Capital
Illinois
$210K -$16.5K -446 -6%
OFW
743
Omnia Family Wealth
Florida
$209K
EH
744
Equitable Holdings
New York
$209K +$75.6K +2,041 +40%
CWP
745
Capital Wealth Planning
Florida
$209K +$266K +7,178 New
WT
746
Whittier Trust
California
$207K -$41.1K -1,108 -13%
BCA
747
Bray Capital Advisors
Florida
$206K -$13.5K -363 -5%
GLA
748
Good Life Advisors
Pennsylvania
$204K -$150K -4,050 -36%
VNA
749
Valley National Advisers
Pennsylvania
$204K -$59.7K -1,611 -19%
NWP
750
Northstar Wealth Partners
Connecticut
$204K +$1.85K +50 +0.7%

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.