We are live on ! Find out more
ENB icon

Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
776
Thompson Siegel & Walmsley
Virginia
$86K +$9.81K +305 +12%
SIA
777
SeaBridge Investment Advisors
New Jersey
$85K +$7.3K +227 +9%
IFAM
778
Institutional & Family Asset Management
Colorado
$85K +$79.1K +2,460 +904%
GWS
779
Glassman Wealth Services
Virginia
$81K
VRM
780
Vectors Research Management
New York
$78K +$76K +2,364 +1,597%
RFM
781
Royal Fund Management
Florida
$75K -$16.4K -509 -17%
OAMU
782
Ostrum Asset Management US
New York
$72K +$74.4K +2,315 New
WWM
783
Willingdon Wealth Management
North Carolina
$71K
FCMT
784
Founders Capital Management (Texas)
Texas
$69K +$71.5K +2,222 New
MCM
785
Manchester Capital Management
Vermont
$68K
NSIM
786
North Star Investment Management
Illinois
$68K +$15.4K +479 +28%
Carson Wealth (CWM LLC)
787
Carson Wealth (CWM LLC)
Nebraska
$68K +$49.1K +1,528 +229%
SWP
788
Strategic Wealth Partners
Ohio
$67K -$19.1K -593 -24%
MIP
789
Mondrian Investment Partners
United Kingdom
$67K +$50.7K +1,577 New
EFSCE
790
Enterprise Financial Services Corp (EFSC)
Missouri
$66K +$2.67K +83 +4%
RFA
791
Reilly Financial Advisors
California
$66K +$9.49K +295 +16%
AIM
792
Advantage Investment Management
Iowa
$65K +$33.5K +1,043 +100%
CCM
793
Covington Capital Management
California
$63K +$965 +30 +2%
NWM
794
Northwest Wealth Management
Iowa
$62K
HR
795
Howe & Rusling
New York
$62K +$418 +13 +0.7%
LJHT
796
Laurie J. Hall Trustee
$62K +$50K +1,555 +793%
Barrow, Hanley, Mewhinney & Strauss
797
Barrow, Hanley, Mewhinney & Strauss
Texas
$60K +$62.5K +1,945 New
RE
798
RBC Europe
United Kingdom
$59.2K
SNT
799
Security National Trust
West Virginia
$58K -$28.5K -886 -32%
CAW
800
Cornerstone Advisors (Washington)
Washington
$57K +$10.4K +323 +21%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.