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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
LJHT
801
Laurie J. Hall Trustee
$7K
HS
802
Horan Securities
United States
$7K +$665 +21 +11%
KL
803
KWMG LLC
Kansas
$7K +$6.11K +193 New
IF
804
Ironwood Financial
Arizona
$6K
Carson Wealth (CWM LLC)
805
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.76K +182 New
TFA
806
Toth Financial Advisory
Virginia
$5K -$10.4K -327 -70%
SHJ
807
Sharkey, Howes & Javer
Colorado
$5K -$6.87K -217 -59%
PSC
808
Prentiss Smith & Co
Vermont
$5K -$2.09K -66 -34%
OIA
809
Optimum Investment Advisors
Illinois
$5K
WCM
810
Wealthcare Capital Management
Virginia
$5K
IAS
811
IMA Advisory Services
Colorado
$5K +$4.5K +142 New
CAL
812
Capital Analysts LLC
Pennsylvania
$5K +$4.75K +150 New
PRS
813
Pinkerton Retirement Specialists
Idaho
$4K
SA
814
SRH Advisors
Kansas
$4K
WC
815
Whitnell & Co
Illinois
$4K
BWM
816
BerganKDV Wealth Management
Minnesota
$4K +$3.29K +104 New
LWA
817
Lenox Wealth Advisors
New York
$4K +$3.36K +106 New
CFD
818
Creative Financial Designs
Indiana
$3K
WAS
819
Winch Advisory Services
Wisconsin
$3K +$32 +1 +1%
NCM
820
Nelson Capital Management
California
$3K +$3.1K +98 New
AIA
821
Arcadia Investment Advisors
Idaho
$2.03K
BWP
822
Baldwin Wealth Partners
Massachusetts
$2K
FMP
823
Financial Management Professionals
Texas
$2K
BWM
824
Baystate Wealth Management
Massachusetts
$2K +$32 +1 +2%
PW
825
Price Wealth
Texas
$2K +$823 +26 +100%

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.