We are live on ! Find out more
ENB icon

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
LF
851
Lee Financial
Texas
$53K -$7.61K -250 -13%
PMFA
852
Plante Moran Financial Advisors
Michigan
$53K -$5.51K -181 -10%
KFI
853
Key Financial Inc
Pennsylvania
$53K +$50.7K +1,665 New
BFEC
854
Benjamin F. Edwards & Company
Missouri
$52K -$3.16K -104 -6%
MGIM
855
M&G Investment Management
United Kingdom
$51.5K -$2.6M -85,458 -5%
ASBI
856
American State Bank (Iowa)
Iowa
$51.3K +$48.8K +1,605 New
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$49K +$46.9K +1,543 New
PCG
858
Private Capital Group
Connecticut
$48K -$34.1K -1,121 -43%
IFAM
859
Institutional & Family Asset Management
Colorado
$48K -$1.46K -48 -3%
FMB
860
Field & Main Bank
Kentucky
$48K
GCM
861
Gables Capital Management
Florida
$48K
RE
862
RBC Europe
United Kingdom
$48K
CT
863
Caldwell Trust
Florida
$47.1K -$26.4K -868 -37%
CHA
864
Carmichael Hill & Associates
Maryland
$44K
PWM
865
Perigon Wealth Management
California
$44K +$41.4K +1,360 New
AF
866
Arrow Financial
New York
$42K
RWA
867
Ropes Wealth Advisors
Massachusetts
$41K -$11.1K -366 -22%
AWA
868
Arkadios Wealth Advisors
Georgia
$41K +$39.3K +1,292 New
VBCG
869
Valley Brook Capital Group
Pennsylvania
$41K +$39.5K +1,300 New
ATC
870
Adirondack Trust Company
New York
$40K +$17.1K +561 +89%
CWM
871
Cranbrook Wealth Management
Michigan
$39K
MWP
872
Meridian Wealth Partners
Pennsylvania
$39K
PK
873
Pflug Koory
Nebraska
$39K +$24.3K +800 +191%
COCM
874
Charter Oak Capital Management
New Hampshire
$39K +$37.4K +1,229 New
WB
875
Webster Bank
Connecticut
$38K

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.