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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
801
REDW Wealth
New Mexico
$259K
MA
802
MBA Advisors
Pennsylvania
$258K
PCS
803
Personal CFO Solutions
New Jersey
$257K +$276 +7 +0.1%
PCM
804
Pointe Capital Management
Michigan
$257K +$35.9K +911 +16%
SG
805
StoneX Group
New York
$256K +$237 +6 +0.1%
BCMO
806
Buckingham Capital Management (Ohio)
Ohio
$256K +$789 +20 +0.3%
C1AG
807
Client 1st Advisory Group
Florida
$256K +$24.4K +619 +11%
WA
808
Waverly Advisors
Alabama
$255K
CC
809
Courier Capital
New York
$253K +$35.1K +891 +16%
WTC
810
WhitTier Trust Company
Nevada
$252K
OWA
811
Octavia Wealth Advisors
Ohio
$251K -$50.8K -1,288 -17%
CC
812
Chicago Capital
Illinois
$249K -$9.86K -250 -4%
TH
813
TCTC Holdings
Texas
$249K
SP
814
Successful Portfolios
Florida
$248K -$1.97K -50 -0.8%
HWA
815
Heritage Wealth Advisors
Virginia
$246K
STC
816
Sarah T. Connolly
$245K
HSA
817
HBK Sorce Advisory
Pennsylvania
$243K +$12.1K +308 +5%
MIC
818
Meridian Investment Counsel
California
$242K
SKK
819
Shepherd Kaplan Krochuk
Massachusetts
$239K -$19.7K -500 -8%
SYBT
820
Stock Yards Bank & Trust
Kentucky
$239K -$10.6K -270 -4%
VWA
821
Visionary Wealth Advisors
Illinois
$239K -$5.92K -150 -2%
FNBSF
822
First National Bank Sioux Falls
South Dakota
$238K
SLG
823
Stanley-Laman Group
Pennsylvania
$238K
GWM
824
Gray Wealth Management
Maine
$238K +$31K +785 +15%
AFAS
825
Acorn Financial Advisory Services
Virginia
$237K -$49.6K -1,257 -17%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.