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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$23K -$1.04K -33 -5%
IP
752
Isthmus Partners
Wisconsin
$23K
CFG
753
Citizens Financial Group
Rhode Island
$23K +$7.13K +225 +55%
ATC
754
Adirondack Trust Company
New York
$22K
ML
755
McAdam LLC
Pennsylvania
$22K
MGIA
756
Moneta Group Investment Advisors
Missouri
$22K +$14.4K +456 +298%
JAM
757
Jolley Asset Management
North Carolina
$22K +$19.4K +614 New
CB
758
CNB Bank
Pennsylvania
$21K
JWA
759
JFS Wealth Advisors
Pennsylvania
$21K
PFBT
760
Parkside Financial Bank & Trust
Missouri
$19K +$633 +20 +4%
AAC
761
Asset Advisors Corp
Georgia
$18K
GSC
762
G&S Capital
Colorado
$18K
SIAP
763
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
MCA
764
Mercer Capital Advisers
New Jersey
$16K
SIM
765
Sonora Investment Management
Arizona
$16K
TC
766
Trilogy Capital
California
$16K +$95 +3 +0.7%
ME
767
McIlrath & Eck
Washington
$16K +$823 +26 +6%
JWM
768
Janiczek Wealth Management
Colorado
$16K +$14.3K +452 New
LC
769
Landaas & Company
Wisconsin
$16K +$14.5K +458 New
FC
770
Ferris Capital
Massachusetts
$15K
FIB
771
First Interstate Bank
Montana
$15K
LYV
772
Live Your Vision
Pennsylvania
$15K
TFO
773
Tarbox Family Office
California
$15K
VIA
774
Vantage Investment Advisors
Pennsylvania
$15K
JA
775
JOYN Advisors
Georgia
$15K +$760 +24 +6%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.