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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
AssetMark Inc
826
AssetMark Inc
California
$104K -$37.4K -1,229 -27%
M1FG
827
Mach-1 Financial Group
Arkansas
$104K +$99.7K +3,276 New
CB
828
Community Bank
New York
$103K -$8.58K -282 -8%
BWL
829
Bogart Wealth LLC
Virginia
$101K
SWA
830
Sutton Wealth Advisors
Florida
$94.7K -$1.61K -53 -2%
CA
831
Clearstead Advisors
Ohio
$86K +$14.7K +482 +22%
PAM
832
Panagora Asset Management
Massachusetts
$85K -$51.5K -1,692 -39%
IRC
833
Investors Research Corp
Georgia
$81K -$8.03K -264 -9%
AF
834
Advisornet Financial
Minnesota
$80K -$70.7K -2,325 -48%
MIP
835
Mondrian Investment Partners
United Kingdom
$80K +$7.48K +246 +14%
GI
836
Gradient Investments
Minnesota
$77K
AW
837
Avion Wealth
Texas
$74K -$22.3K -734 -24%
ICM
838
Islay Capital Management
Texas
$72K
FCMT
839
Founders Capital Management (Texas)
Texas
$71K +$67.6K +2,222 New
TSW
840
Thompson Siegel & Walmsley
Virginia
$69K
CFD
841
Creative Financial Designs
Indiana
$67K
BHWM
842
Bay Harbor Wealth Management
Maryland
$66K -$57.1K -1,876 -48%
VRM
843
Vectors Research Management
New York
$65K
RDFA
844
Ritter Daniher Financial Advisory
Ohio
$65K +$61.8K +2,031 New
AIM
845
Arcadia Investment Management
Michigan
$64K
EFSCE
846
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$5.54K +182 +10%
LWM
847
Liberty Wealth Management
California
$62K +$55.8K +1,835 New
CL
848
COWA LLC
Oklahoma
$61K +$53.3K +1,751 New
AWM
849
Accel Wealth Management
Iowa
$58K +$55.2K +1,815 New
HFS
850
HBC Financial Services
Washington
$55K +$152 +5 +0.3%

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.