We are live on ! Find out more
ENB icon

Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
751
Alpha Omega Wealth Management
Virginia
$143K -$4.02K -125 -3%
CA
752
Claro Advisors
Massachusetts
$141K +$140K +4,360 New
BWP
753
Baldwin Wealth Partners
Massachusetts
$141K +$144K +4,474 +9,131%
BFC
754
Bedel Financial Consulting
Indiana
$140K +$1.61K +50 +1%
BFEC
755
Benjamin F. Edwards & Company
Missouri
$135K +$44.6K +1,386 +47%
CFGS
756
Concourse Financial Group Securities
Alabama
$123K +$101K +3,133 +374%
LC
757
Lindbrook Capital
California
$123K +$128K +3,980 New
CIM
758
Centersquare Investment Management
Pennsylvania
$122K +$50.2K +1,560 +66%
FANJ
759
Financial Architects (New Jersey)
New Jersey
$121K +$70.8K +2,201 +131%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$35.2K +1,094 +40%
SMFS
761
Squar Milner Financial Services
California
$112K -$159K -4,948 -58%
KTC
762
Kistler-Tiffany Companies
Pennsylvania
$111K -$6.69K -208 -5%
HPC
763
HM Payson & Co
Maine
$109K -$5.65M -175,758 -98%
JFGIW
764
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K +$85K +2,644 +320%
ZB
765
Zions Bancorporation
Utah
$107K +$52.4K +1,630 +91%
SWA
766
Sutton Wealth Advisors
Florida
$105K +$12.1K +376 +12%
SMG
767
Spectrum Management Group
Indiana
$104K
BWL
768
Bogart Wealth LLC
Virginia
$99K +$34.6K +1,075 +51%
PG
769
Patten Group
Tennessee
$97K +$322 +10 +0.3%
AIS
770
Accurate Investment Solutions
Pennsylvania
$95K +$2.7K +84 +3%
AIM
771
Arcadia Investment Management
Michigan
$93K -$10.8K -336 -10%
BTNA
772
Bremer Trust National Association
Minnesota
$93K +$96.5K +3,001 New
WTB
773
Washington Trust Bank
Washington
$91K -$34.6K -1,076 -27%
PAMU
774
Pictet Asset Management (UK)
United Kingdom
$90.3K +$70.9M +2,205,542 +314%
PCG
775
Private Capital Group
Connecticut
$88K +$38K +1,181 +72%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.