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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Catamount Wealth Management
Connecticut
$15K +$13.4K +423 New
TWA
777
TCI Wealth Advisors
Arizona
$14K -$8.58K -271 -41%
Financial Engines Advisors
778
Financial Engines Advisors
California
$14K
MWM
779
MinichMacGregor Wealth Management
New York
$14K
RAM
780
Riggs Asset Management
Pennsylvania
$14K
SWMG
781
Signature Wealth Management Group
Georgia
$14K
ST
782
Smithfield Trust
Pennsylvania
$14K
IBOK
783
Independence Bank of Kentucky
Kentucky
$13K
SFA
784
Spectrum Financial Alliance
Kentucky
$13K +$12.2K +385 New
FWM
785
Focused Wealth Management
New York
$12K -$59.9K -1,890 -85%
SIAS
786
Shine Investment Advisory Services
Colorado
$12K
CWA
787
Clarus Wealth Advisors
Arizona
$12K +$11.7K +368 New
PMG
788
ProVise Management Group
Florida
$11.3K +$571K +18,020 +11%
MSFP
789
Mark Sheptoff Financial Planning
Connecticut
$11K
PCA
790
Peddock Capital Advisors
Massachusetts
$11K
IFAM
791
Institutional & Family Asset Management
Colorado
$10K -$80.6K -2,545 -90%
WC
792
Whitney & Co
New York
$9K -$59.2K -1,869 -88%
LFG
793
LifePlan Financial Group
Ohio
$9K -$570 -18 -7%
GWA
794
Guidant Wealth Advisors
Illinois
$9K
AF
795
Arrow Financial
New York
$8K
MA
796
MCF Advisors
Kentucky
$8K
PCM
797
Poehling Capital Management
Wisconsin
$7K -$8.96K -283 -59%
BBA
798
Braun-Bostich & Associates
Pennsylvania
$7K
CB
799
Community Bank
New York
$7K
HWM
800
Holloway Wealth Management
Florida
$7K

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.