We are live on ! Find out more
ENB icon

Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
776
Souders Financial Advisors
Ohio
$214K -$42.3K -1,391 -17%
IIA
777
ICW Investment Advisors
Arizona
$214K -$40K -1,316 -16%
WTC
778
WhitTier Trust Company
Nevada
$214K -$19.2K -630 -9%
FT
779
Fiduciary Trust
Massachusetts
$213K +$203K +6,660 New
VFA
780
Valeo Financial Advisors
Indiana
$212K -$231K -7,589 -53%
KWM
781
Kingsview Wealth Management
Oregon
$212K -$108K -3,555 -35%
SYBT
782
Stock Yards Bank & Trust
Kentucky
$211K -$27.6K -908 -12%
GSWM
783
Golden State Wealth Management
California
$211K +$131K +4,322 +191%
HWA
784
Heritage Wealth Advisors
Virginia
$209K
MPIA
785
Mountain Pacific Investment Advisers
Idaho
$208K +$198K +6,510 New
RW
786
REDW Wealth
New Mexico
$208K +$198K +6,513 New
VWA
787
Visionary Wealth Advisors
Illinois
$204K +$195K +6,396 New
FCCM
788
First City Capital Management
Georgia
$203K -$211K -6,941 -55%
CG
789
Caprock Group
Idaho
$202K -$88.9K -2,921 -32%
HAS
790
HBW Advisory Services
California
$201K +$191K +6,272 New
CA
791
CGN Advisors
Kansas
$201K +$191K +6,289 New
ECM
792
Estabrook Capital Management
New York
$198K -$1.06K -35 -0.6%
WT
793
Whittier Trust
California
$194K
BBHC
794
Brown Brothers Harriman & Co
New York
$194K +$34.7K +1,142 +23%
SLG
795
Stanley-Laman Group
Pennsylvania
$191K +$182K +5,968 New
PFO
796
Pathstone Family Office
New Jersey
$189K -$1.67K -55 -0.9%
RBC
797
Roble Belko & Company
Pennsylvania
$188K
EWM
798
Endurance Wealth Management
Rhode Island
$187K -$5.08K -167 -3%
BFC
799
Bedel Financial Consulting
Indiana
$182K +$15.2K +500 +10%
VNA
800
Valley National Advisers
Pennsylvania
$175K -$30 -1 -0%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.