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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
IRC
801
Investors Research Corp
Georgia
$81K
SIA
802
SeaBridge Investment Advisors
New Jersey
$79K
QCMC
803
Quantum Capital Management (California)
California
$77K
VCP
804
Verus Capital Partners
Arizona
$76K +$3.97K +107 +4%
BCA
805
Berman Capital Advisors
Georgia
$76K +$35.7K +964 +57%
MIP
806
Mondrian Investment Partners
United Kingdom
$70K -$7.49K -202 -11%
WB
807
West Bancorporation
Iowa
$70K +$86.9K +2,345 +3,782%
PA
808
Procyon Advisors
Connecticut
$69K -$5.49K -148 -6%
RFM
809
Royal Fund Management
Florida
$68K -$11.9K -321 -12%
SIM
810
Sonora Investment Management
Arizona
$67K +$15.8K +425 +23%
ICM
811
Islay Capital Management
Texas
$66K
TFGT
812
TS Financial Group (TSFG)
Illinois
$66K +$45.6K +1,230 +117%
FCMT
813
Founders Capital Management (Texas)
Texas
$65K
NSIM
814
North Star Investment Management
Illinois
$64K -$1.37M -37,000 -94%
LWM
815
Lenox Wealth Management
Ohio
$64K +$1.15K +31 +1%
SNT
816
Security National Trust
West Virginia
$64K +$3.78K +102 +5%
TSW
817
Thompson Siegel & Walmsley
Virginia
$63K -$54.6K -1,472 -40%
VRM
818
Vectors Research Management
New York
$62K
WAP
819
Wealthcare Advisory Partners
Pennsylvania
$61K -$33.6K -907 -30%
FMP
820
Financial Management Professionals
Texas
$60K -$1.96K -53 -3%
MWP
821
Meridian Wealth Partners
Pennsylvania
$60K -$1.37K -37 -2%
RE
822
RBC Europe
United Kingdom
$58.3K -$14.8K -400 -17%
AIM
823
Arcadia Investment Management
Michigan
$58K
MCM
824
Manchester Capital Management
Vermont
$56K -$1.37M -36,833 -95%
WWM
825
Willingdon Wealth Management
North Carolina
$56K -$11.8K -318 -14%

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.