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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
776
Sowell Financial Services
Arkansas
$139K +$5.78K +156 +3%
AW
777
Avion Wealth
Texas
$134K -$243K -6,555 -59%
PAM
778
Panagora Asset Management
Massachusetts
$127K
HI
779
Hudock Inc
Pennsylvania
$123K +$11.4K +307 +8%
1IA
780
1834 Investment Advisors
Wisconsin
$121K -$17.1K -461 -10%
FCM
781
Firestone Capital Management
Florida
$120K
HIA
782
Harbor Investment Advisory
Maryland
$117K -$19.1K -516 -11%
OC
783
Oakworth Capital
Alabama
$115K -$21.6K -583 -13%
OSAM
784
O'Shaughnessy Asset Management
Connecticut
$109K -$6.63K -179 -5%
RDWM
785
Red Door Wealth Management
Tennessee
$106K +$136K +3,671 New
AIC
786
Ameritas Investment Company
Nebraska
$104K +$30.5K +824 +29%
SWA
787
Sutton Wealth Advisors
Florida
$98.6K
IBOK
788
Independence Bank of Kentucky
Kentucky
$98K -$16.5K -445 -12%
PCG
789
Private Capital Group
Connecticut
$97K -$68.8K -1,855 -36%
CB
790
Community Bank
New York
$94K -$148K -4,000 -55%
BWL
791
Bogart Wealth LLC
Virginia
$94K +$111 +3 +0.1%
1W
792
1776 Wealth
Georgia
$94K +$51.1K +1,380 +100%
CMBA
793
C.M. Bidwell & Associates
Hawaii
$93K -$86.9K -2,345 -42%
GI
794
Gradient Investments
Minnesota
$93K +$49.2K +1,328 +71%
BFEC
795
Benjamin F. Edwards & Company
Missouri
$88K -$9.23K -249 -8%
FANJ
796
Financial Architects (New Jersey)
New Jersey
$87K -$32.8K -886 -23%
NEIRG
797
New England Investment & Retirement Group
Massachusetts
$86K +$110K +2,970 New
TAIM
798
TD Ameritrade Investment Management
Nebraska
$83K -$49.5K -1,336 -32%
DWM
799
Darwin Wealth Management
Florida
$83K +$107K +2,887 New
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$7.86K -212 -7%

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.