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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
751
Founders Financial Alliance
North Carolina
$231K +$3.35K +110 +2%
CICI
752
Capital Investment Counsel Inc
North Carolina
$229K -$1.22K -40 -0.6%
FAIM
753
Financial Advocates Investment Management
Washington
$227K -$60.3K -1,981 -22%
TW
754
TrinityPoint Wealth
Connecticut
$227K -$60.1K -1,976 -23%
BMA
755
Brooks Moore & Associates
Tennessee
$227K
W
756
Wealthquest
Ohio
$227K +$216K +7,116 New
AFAS
757
Acorn Financial Advisory Services
Virginia
$226K -$49.3K -1,622 -19%
CL
758
Choreo LLC
Illinois
$226K -$7.76K -255 -3%
BCA
759
Bray Capital Advisors
Florida
$226K
1IA
760
1834 Investment Advisors
Wisconsin
$225K -$3.04K -100 -1%
MWM
761
Mattern Wealth Management
Kansas
$225K
GB
762
Goepper Burkhardt
South Carolina
$225K +$214K +7,040 New
KLCM
763
KG&L Capital Management
Louisiana
$225K +$215K +7,054 New
LIM
764
Loudon Investment Management
New Hampshire
$223K
Royal London Asset Management
765
Royal London Asset Management
United Kingdom
$223K
CFGS
766
Concourse Financial Group Securities
Alabama
$223K +$32.7K +1,076 +18%
SS
767
Sunbelt Securities
Texas
$223K +$212K +6,972 New
BWA
768
Beam Wealth Advisors
Louisiana
$222K -$3.71K -122 -2%
CC
769
Chicago Capital
Illinois
$221K -$10.2K -335 -5%
IC
770
Inscription Capital
Texas
$221K
Verition Fund Management
771
Verition Fund Management
Connecticut
$219K -$145K -4,761 -41%
GAM
772
Gotham Asset Management
New York
$219K +$209K +6,859 New
CPO
773
Cerity Partners OCIO
New York
$216K -$16.1K -530 -7%
GBA
774
Garrison Bradford & Associates
New York
$215K +$204K +6,720 New
SWIG
775
Strategic Wealth Investment Group
Kentucky
$215K +$205K +6,733 New

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.