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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
MW
751
Marcum Wealth
Ohio
$203K +$53K +1,429 +26%
LC
752
Lavaca Capital
Texas
$202K -$40.6K -1,096 -14%
KLCM
753
KG&L Capital Management
Louisiana
$202K -$24.2K -652 -9%
PSUF
754
People's United Financial
Connecticut
$202K -$7.56K -204 -3%
LIM
755
Loudon Investment Management
New Hampshire
$202K
CFGS
756
Concourse Financial Group Securities
Alabama
$198K -$57.4K -1,550 -19%
AssetMark Inc
757
AssetMark Inc
California
$197K -$43.9K -1,185 -15%
EWM
758
Endurance Wealth Management
Rhode Island
$192K -$27.9K -752 -10%
FHA
759
First Horizon Advisors
Tennessee
$191K +$1.67K +45 +0.7%
ECM
760
Estabrook Capital Management
New York
$190K -$11.7K -315 -5%
BHWM
761
Bay Harbor Wealth Management
Maryland
$188K +$64.6K +1,742 +37%
HWA
762
Heritage Wealth Advisors
Virginia
$180K -$111 -3 -0%
M
763
Mirova
France
$172K -$120K -3,248 -35%
Daiwa Securities Group
764
Daiwa Securities Group
Japan
$172K +$219K +5,916 New
AF
765
Advisornet Financial
Minnesota
$171K -$4.78K -129 -2%
RBC
766
Roble Belko & Company
Pennsylvania
$171K
SBL
767
Sargent Bickham Lagudis
Colorado
$171K +$24.4K +659 +13%
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$162K -$15.3K -413 -7%
TL
769
TrueWealth LLC
Georgia
$158K
BFC
770
Bedel Financial Consulting
Indiana
$155K +$29.6K +800 +18%
BBHC
771
Brown Brothers Harriman & Co
New York
$154K -$102K -2,761 -34%
KTC
772
Kistler-Tiffany Companies
Pennsylvania
$153K
FCA
773
FinTrust Capital Advisors
South Carolina
$151K +$4.45K +120 +2%
AIL
774
AGF Investments LLC
Ontario, Canada
$151K +$7.56K +204 +4%
CLOS
775
Compagnie Lombard Odier SCmA
Switzerland
$150K +$44.5K +1,200 +30%

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.