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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
826
AssetMark Inc
California
$36K -$15.2K -472 -29%
CWA
827
Clarus Wealth Advisors
Arizona
$36K +$25.1K +780 +206%
KPW
828
Kore Private Wealth
New York
$36K +$37.7K +1,173 New
GEA
829
Glen Eagle Advisors
New Jersey
$34K +$4.02K +125 +13%
CCM
830
Cribstone Capital Management
Maine
$34K
TF
831
Tompkins Financial
New York
$34K
TRCT
832
Tower Research Capital (TRC)
New York
$33K -$421K -13,093 -93%
BWA
833
Burt Wealth Advisors
Maryland
$33K -$2.96K -92 -8%
BL
834
Balentine LLC
Georgia
$33K +$28.2K +876 +468%
WANY
835
Wealthspire Advisors (New York)
New York
$33K +$34.7K +1,078 New
CG
836
Cutler Group
California
$32K -$24.5K -762 -42%
WAP
837
Wealthcare Advisory Partners
Pennsylvania
$32K +$965 +30 +3%
CTB
838
Country Trust Bank
Illinois
$32K +$33.6K +1,044 New
CFN
839
Cordasco Financial Network
Florida
$31K
EDRH
840
Edmond de Rothschild Holding
Switzerland
$31K
PCTC
841
Perkins Coie Trust Company
Washington
$31K
TNBTD
842
Trustmark National Bank Trust Department
Mississippi
$31K
FIB
843
First Interstate Bank
Montana
$31K +$24.8K +771 +331%
MWC
844
MKD Wealth Coaches
Michigan
$31K +$31.6K +984 New
CDIA
845
Capital Directions Investment Advisors
Georgia
$30K -$42.2K -1,311 -58%
AAP
846
Arax Advisory Partners
Colorado
$30K
GAM
847
Gemmer Asset Management
California
$30K +$4.21K +131 +16%
WPA
848
West Paces Advisors
Georgia
$29.3K
SFG
849
SevenBridge Financial Group
Pennsylvania
$29K -$19.6K -609 -39%
FNC
850
First National Corp
Massachusetts
$29K +$29.6K +919 New

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.