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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
OPW
726
Oxler Private Wealth
New York
$362K +$11.5K +297 +3%
APP
727
Alpha Paradigm Partners
Illinois
$357K +$345K +8,913 New
HPC
728
Hobart Private Capital
North Carolina
$357K -$22.9K -593 -6%
Daiwa Securities Group
729
Daiwa Securities Group
Japan
$356K
CWP
730
Concord Wealth Partners
Virginia
$354K -$76.8K -1,984 -18%
NSB
731
Norway Savings Bank
Maine
$354K +$17.8K +459 +5%
LRIA
732
Leonard Rickey Investment Advisors
Washington
$353K -$3.68K -95 -1%
IAMOG
733
Investors Asset Management of Georgia
Georgia
$348K
SWM
734
SeaCrest Wealth Management
New York
$346K +$77 +2 +0%
FCH
735
Freestone Capital Holdings
Washington
$342K -$16.6K -429 -5%
SMA
736
Sage Mountain Advisors
Georgia
$342K +$330K +8,532 New
PSP
737
Principal Street Partners
Tennessee
$340K -$457K -11,809 -58%
WDC
738
Woodward Diversified Capital
California
$340K -$31.2K -805 -9%
MAA
739
Mraz Amerine & Associates
California
$336K +$11.6K +300 +4%
CC
740
Claybrook Capital
Massachusetts
$336K +$324K +8,381 New
SFG
741
SevenBridge Financial Group
Pennsylvania
$336K +$324K +8,381 New
FMBTD
742
First Midwest Bank Trust Division
Illinois
$335K +$6.85K +177 +2%
DFG
743
Demars Financial Group
Washington
$334K +$11.2K +290 +4%
FAIM
744
Financial Advocates Investment Management
Washington
$334K +$15.6K +404 +5%
W
745
Wealthquest
Ohio
$333K -$851 -22 -0.3%
FFA
746
Founders Financial Alliance
North Carolina
$333K +$890 +23 +0.3%
RIM
747
Regent Investment Management
Kentucky
$333K +$46.3K +1,196 +17%
AIL
748
AGF Investments LLC
Ontario, Canada
$333K +$111K +2,874 +53%
MPAM
749
Murphy Pohlad Asset Management
Minnesota
$332K -$89.5K -2,312 -22%
NCM
750
Nelson Capital Management
California
$331K

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.