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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Arrow Financial
New York
$38K
ADL
852
Asset Dedication LLC
California
$38K
LWM
853
Liberty Wealth Management
California
$37K +$6.15K +166 +15%
CWM
854
Cranbrook Wealth Management
Michigan
$36K
HFS
855
HBC Financial Services
Washington
$36K +$148 +4 +0.3%
DI
856
Disciplined Investments
Oklahoma
$35K -$25.9K -700 -37%
WB
857
Webster Bank
Connecticut
$34K
CTB
858
Country Trust Bank
Illinois
$33K
MWM
859
MBE Wealth Management
Wisconsin
$33K +$43.1K +1,163 New
TC
860
Trust Company
Kansas
$32K
GG
861
Gleason Group
Kentucky
$32K +$556 +15 +1%
RCA
862
Ranch Capital Advisors
Florida
$31K -$12.4K -335 -24%
BWA
863
Burt Wealth Advisors
Maryland
$31K
CAN
864
Claraphi Advisory Network
United States
$30K +$38.8K +1,046 New
CIA
865
Cascade Investment Advisors
Oregon
$29.1K
PCTC
866
Perkins Coie Trust Company
Washington
$29K -$5.34K -144 -13%
CFN
867
Cordasco Financial Network
Florida
$29K -$5.3K -143 -13%
EDRH
868
Edmond de Rothschild Holding
Switzerland
$29K
LF
869
Lee Financial
Texas
$29K +$10.6K +287 +41%
SGAM
870
Smith Group Asset Management
Texas
$28K -$4.34K -117 -11%
CHC
871
City Holding Co
West Virginia
$27K
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$18.2K +492 +112%
CWM
873
Cedar Wealth Management
California
$26K
FRA
874
Front Row Advisors
California
$26K
JGIA
875
Jackson Grant Investment Advisers
Connecticut
$26K

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.