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Enbridge

982 hedge funds and large institutions have $39.1B invested in Enbridge in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 390 increasing their positions, 325 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $287M | Put options by funds: $178M

20% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 325

2% more funds holding in top 10

Funds holding in top 10: 6061 (+1)

0.98% less ownership

Funds ownership: 55.72%54.73% (-0.98%)

4% less capital invested

Capital invested by funds: $40.6B → $39.1B (-$1.5B)

2% less funds holding

Funds holding: 999982 (-17)

13% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 71

Holders
982
Holders Change
-17
Holders Change %
-1.7%
% of All Funds
21.54%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
1.34%
New
62
Increased
390
Reduced
325
Closed
71
Calls
$287M
Puts
$178M
Net Calls
+$109M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
851
Lenox Wealth Management
Ohio
$75K +$5.88K +170 +9%
SNT
852
Security National Trust
West Virginia
$74K
FMP
853
Financial Management Professionals
Texas
$74K +$70.6K +2,042 +3,191%
BAMG
854
Brand Asset Management Group
Missouri
$72K
AIM
855
Advantage Investment Management
Iowa
$72K +$18.1K +524 +35%
CCM
856
Covington Capital Management
California
$71K
EI
857
Ellevest Inc
New York
$67K -$2.97K -86 -4%
MCM
858
Manchester Capital Management
Vermont
$67K
SIM
859
Sonora Investment Management
Arizona
$66K -$4.18K -121 -6%
GI
860
Gradient Investments
Minnesota
$66K +$4.57K +132 +8%
IFAM
861
Institutional & Family Asset Management
Colorado
$64K -$11.4K -330 -15%
DOA
862
D'Orazio & Associates
Virginia
$63K
RWA
863
Ropes Wealth Advisors
Massachusetts
$61K +$2.01K +58 +3%
PFBT
864
Parkside Financial Bank & Trust
Missouri
$60K
GSWM
865
Golden State Wealth Management
California
$58K -$1.66K -48 -3%
ADL
866
Asset Dedication LLC
California
$56K +$10.2K +295 +22%
LJHT
867
Laurie J. Hall Trustee
$55K
GCM
868
Gables Capital Management
Florida
$54K
FMB
869
Field & Main Bank
Kentucky
$53K
IBOK
870
Independence Bank of Kentucky
Kentucky
$53K +$40.1K +1,160 +321%
CWM
871
Cedar Wealth Management
California
$50K
QCIG
872
Quad-Cities Investment Group
Iowa
$50K
CAGAS
873
Capital Advisory Group Advisory Services
Minnesota
$49K
CAC
874
Certified Advisory Corp
Florida
$49K +$104 +3 +0.2%
AF
875
Arrow Financial
New York
$46K -$10.2K -295 -18%

ENB Hedge Fund Activity: Q3 2019 in Review

982 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2019, worth a combined $39.1B — down 3.7% from $40.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of ENB and 62 opened new positions — a net loss of 9 holders — while 325 trimmed existing stakes and 390 added.

The largest buyer was Royal Bank of Canada, adding an estimated $233M. The largest seller was Capital World Investors, cutting an estimated $1.4B.

  • 982 institutional investors held Enbridge (ENB) as of Q3 2019, down from 999 in Q2 2019.
  • Funds reported $39.1B of Enbridge stock for Q3 2019, down 3.7% quarter-over-quarter.
  • 62 funds opened new Enbridge positions in Q3 2019 and 71 closed out, a net change of -9 holders.
  • The largest Enbridge buyer in Q3 2019 was Royal Bank of Canada, an estimated $233M added.
  • The largest Enbridge seller in Q3 2019 was Capital World Investors, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2019.