We are live on ! Find out more
ENB icon

Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
851
C.M. Bidwell & Associates
Hawaii
$220K +$85.3K +2,285 +71%
Fisher Asset Management
852
Fisher Asset Management
Washington
$219K +$205K +5,495 New
BRWA
853
B. Riley Wealth Advisors
Florida
$219K +$206K +5,524 New
SC
854
Slow Capital
California
$218K +$205K +5,477 New
SG
855
StoneX Group
New York
$217K -$40.3K -1,078 -17%
HBWM
856
Hollow Brook Wealth Management
New York
$217K +$204K +5,459 New
TL
857
TrueWealth LLC
Georgia
$216K
CPSAC
858
Chas P. Smith & Associates (CPS)
Florida
$215K +$201K +5,394 New
ZIM
859
Zacks Investment Management
Illinois
$215K +$202K +5,398 New
PCS
860
Personal CFO Solutions
New Jersey
$215K +$202K +5,406 New
BAM
861
Brave Asset Management
New Jersey
$214K +$201K +5,372 New
SCA
862
Snowden Capital Advisors
New York
$212K +$200K +5,343 New
WAM
863
Wealthspire Advisors (Maryland)
Maryland
$209K +$196K +5,247 New
MHIC
864
Marble Harbor Investment Counsel
Massachusetts
$209K +$197K +5,266 New
SBL
865
Sargent Bickham Lagudis
Colorado
$208K +$20.4K +547 +12%
HCMT
866
Highland Capital Management (Tennessee)
Tennessee
$208K +$195K +5,218 New
PAM
867
Private Asset Management
California
$208K +$195K +5,221 New
BCM
868
Birch Capital Management
Texas
$208K +$195K +5,225 New
BPWA
869
Beacon Pointe Wealth Advisors
California
$208K +$196K +5,236 New
American Century Companies
870
American Century Companies
Missouri
$208K +$196K +5,243 New
LF
871
Lantz Financial
Illinois
$207K +$194K +5,204 New
WA
872
WealthTrust Axiom
Pennsylvania
$207K +$195K +5,216 New
PFA
873
Pettinga Financial Advisors
Indiana
$206K -$87.8K -2,350 -31%
CA
874
Claro Advisors
Massachusetts
$206K +$193K +5,179 New
PC
875
Port Capital
Illinois
$206K +$194K +5,181 New

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.