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Enbridge

839 hedge funds and large institutions have $43.9B invested in Enbridge in 2017 Q1 according to their latest regulatory filings, with 523 funds opening new positions, 255 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390% more first-time investments, than exits

New positions opened: 523 | Existing positions closed: 21

467% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 45

146% more funds holding

Funds holding: 341839 (+498)

74% more funds holding in top 10

Funds holding in top 10: 3154 (+23)

49% more capital invested

Capital invested by funds: $29.5B → $43.9B (+$14.5B)

28% more call options, than puts

Call options by funds: $103M | Put options by funds: $80.3M

10.02% less ownership

Funds ownership: 74.16%64.14% (-10%)

Holders
839
Holders Change
+498
Holders Change %
+146.04%
% of All Funds
20.89%
Holding in Top 10
54
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+74.19%
% of All Funds
1.34%
New
523
Increased
255
Reduced
45
Closed
21
Calls
$103M
Puts
$80.3M
Net Calls
+$22.6M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
776
TCI Wealth Advisors
Arizona
$33K +$33.5K +793 New
ADL
777
Asset Dedication LLC
California
$32K +$32.1K +759 New
WP
778
WealthPLAN Partners
Nebraska
$31.7K +$32.3K +765 New
ZB
779
Zions Bancorporation
Utah
$31K +$2.15K +51 +7%
BWA
780
Burt Wealth Advisors
Maryland
$31K +$31.6K +747 New
MCA
781
Mercer Capital Advisers
New Jersey
$30K +$29.8K +706 New
WIM
782
Westside Investment Management
California
$29.8K +$30.3K +718 New
HMS
783
Hanseatic Management Services
New Mexico
$27K +$27.1K +641 New
IP
784
Isthmus Partners
Wisconsin
$27K +$27.5K +652 New
PK
785
Pflug Koory
Nebraska
$26K -$71.2K -1,686 -73%
LWM
786
LBA Wealth Management
Florida
$26K +$26K +615 New
SIM
787
Sonora Investment Management
Arizona
$25.6K +$25.8K +611 New
NCM
788
Nelson Capital Management
California
$24K +$23.9K +565 New
Carson Wealth (CWM LLC)
789
Carson Wealth (CWM LLC)
Nebraska
$24K +$24.5K +581 New
DBT
790
Dubuque Bank & Trust
Iowa
$23K +$22.9K +541 New
SIAP
791
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K +$22K +521 New
GAM
792
Gemmer Asset Management
California
$22K +$22.3K +528 New
CFA
793
CT Financial Advisors
Pennsylvania
$20.3K +$20.5K +485 New
VIA
794
Vantage Investment Advisors
Pennsylvania
$20K +$19.7K +467 New
AA
795
AlphaMark Advisors
Kentucky
$19K +$19.4K +460 New
TFO
796
Tarbox Family Office
California
$18K +$18.1K +428 New
GEA
797
Glen Eagle Advisors
New Jersey
$17.2K +$17.6K +416 New
MWM
798
MinichMacGregor Wealth Management
New York
$17K
RAM
799
Riggs Asset Management
Pennsylvania
$17K
MFBTD
800
MB Financial Bank - Trust Department
Illinois
$17K +$17.4K +413 New

ENB Hedge Fund Activity: Q1 2017 in Review

839 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2017, worth a combined $43.9B — up 49% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 523 funds opened new ENB positions and 21 closed out — a net gain of 502 holders — while 255 added to existing stakes and 45 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.63B. The largest seller was 1832 Asset Management, cutting an estimated $502M.

  • 839 institutional investors held Enbridge (ENB) as of Q1 2017, up from 341 in Q4 2016.
  • Funds reported $43.9B of Enbridge stock for Q1 2017, up 49% quarter-over-quarter.
  • 523 funds opened new Enbridge positions in Q1 2017 and 21 closed out, a net change of +502 holders.
  • The largest Enbridge buyer in Q1 2017 was Capital World Investors, an estimated $1.63B added.
  • The largest Enbridge seller in Q1 2017 was 1832 Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2017.