We are live on ! Find out more
ENB icon

Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
851
Creative Financial Designs
Indiana
$35K +$31.7K +1,033 +783%
ADL
852
Asset Dedication LLC
California
$34K -$6.61K -215 -16%
CFN
853
Cordasco Financial Network
Florida
$34K +$4.39K +143 +15%
BWM
854
BerganKDV Wealth Management
Minnesota
$34K +$10.1K +330 +43%
IBOK
855
Independence Bank of Kentucky
Kentucky
$33K -$70.7K -2,302 -68%
LWM
856
Liberty Wealth Management
California
$33K -$5.35K -174 -14%
RCA
857
Ranch Capital Advisors
Florida
$33K -$2.24K -73 -7%
BWA
858
Burt Wealth Advisors
Maryland
$33K
GG
859
Gleason Group
Kentucky
$33K +$492 +16 +1%
RFA
860
Reilly Financial Advisors
California
$32K -$23.8K -774 -42%
AA
861
AlphaMark Advisors
Kentucky
$32K +$30.7K +1,000 +1,493%
TWA
862
TCI Wealth Advisors
Arizona
$31K +$17K +554 +116%
RIM
863
Rockbridge Investment Management
New York
$31K +$31.2K +1,015 New
NSIM
864
North Star Investment Management
Illinois
$30K -$37.8K -1,230 -56%
EDRH
865
Edmond de Rothschild Holding
Switzerland
$30K
CWM
866
Cedar Wealth Management
California
$28K
JGIA
867
Jackson Grant Investment Advisers
Connecticut
$28K
HWA
868
HHM Wealth Advisors
Tennessee
$28K +$9.22K +300 +47%
KWM
869
Keebeck Wealth Management
Illinois
$28K +$29.3K +953 New
AIP
870
Ameritas Investment Partners
Nebraska
$27K +$8.85K +288 +48%
FRA
871
Front Row Advisors
California
$26K
CCA
872
Column Capital Advisors
Indiana
$26K +$3.53K +115 +15%
MCM
873
MV Capital Management
Maryland
$26K +$26.1K +850 New
GFPC
874
Global Financial Private Client
Florida
$25.7K
BAM
875
Bellevue Asset Management
Washington
$25K

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.