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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
FMW
751
Farr Miller & Washington
District of Columbia
$330K
MCM
752
Mengis Capital Management
Oregon
$330K +$15.5K +400 +5%
WCAMG
753
Woodard & Company Asset Management Group
North Carolina
$330K +$319K +8,254 New
LF
754
Lantz Financial
Illinois
$329K +$29.9K +772 +10%
FCBT
755
First Citizens Bank & Trust
North Carolina
$325K -$85.5K -2,209 -21%
SC
756
Schulhoff & Co
Ohio
$325K
KFGK
757
Keystone Financial Group (Kentucky)
Kentucky
$323K -$11.3K -293 -4%
C
758
Certuity
Florida
$322K +$42.4K +1,096 +16%
IAN
759
Integrated Advisors Network
Texas
$318K +$16.2K +418 +6%
NHC
760
Nicholas Hoffman & Company
Georgia
$318K +$19.1K +494 +7%
PFA
761
Peak Financial Advisors
Colorado
$316K +$306K +7,895 New
WQ
762
Wealth Quarterback
New Jersey
$314K +$303K +7,840 New
BAM
763
Brave Asset Management
New Jersey
$313K +$302K +7,807 New
RFO
764
RiverGlades Family Offices
Florida
$312K
SIA
765
SkyView Investment Advisors
New Jersey
$311K
FT
766
Fiduciary Trust
Massachusetts
$311K +$42.6K +1,102 +17%
MSS
767
Mitchell Sinkler & Starr
Pennsylvania
$309K
TFS
768
TrustCore Financial Services
Tennessee
$309K
AIA
769
Arbor Investment Advisors
North Carolina
$309K +$851 +22 +0.3%
CWP
770
CFM Wealth Partners
Texas
$308K
PWP
771
Principle Wealth Partners
Connecticut
$307K
IC
772
Inscription Capital
Texas
$307K +$30.1K +779 +11%
PMAS
773
PNC Managed Account Solutions
Texas
$304K +$294K +7,593 New
OWA
774
Octavia Wealth Advisors
Ohio
$303K +$5.42K +140 +2%
BMA
775
Brooks Moore & Associates
Tennessee
$302K +$19.3K +500 +7%

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.