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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WFG
851
Wills Financial Group
Virginia
$234K +$227K +5,866 New
IC
852
IEQ Capital
California
$233K -$165K -4,258 -42%
Fisher Asset Management
853
Fisher Asset Management
Washington
$233K -$62.3K -1,611 -22%
C1AG
854
Client 1st Advisory Group
Florida
$233K +$6.97K +180 +3%
ECG
855
Edge Capital Group
Georgia
$232K -$11.7K -303 -5%
HSA
856
HBK Sorce Advisory
Pennsylvania
$232K -$11.7K -303 -5%
GT
857
Glenview Trust
Kentucky
$230K +$222K +5,743 New
CL
858
Choreo LLC
Illinois
$229K -$348 -9 -0.2%
BFC
859
Bedel Financial Consulting
Indiana
$229K +$1.66K +43 +0.8%
FCCM
860
First City Capital Management
Georgia
$228K +$39 +1 +0%
BIM
861
Bridges Investment Management
Nebraska
$226K -$15.4K -397 -7%
MFW
862
Meristem Family Wealth
Minnesota
$224K
SRIM
863
Saratoga Research & Investment Management
California
$224K
PCM
864
Pointe Capital Management
Michigan
$223K +$215K +5,553 New
MGAM
865
McGowan Group Asset Management
Texas
$223K +$215K +5,559 New
FWP
866
FAS Wealth Partners
Kansas
$223K +$216K +5,575 New
BFS
867
Baskin Financial Services
Ontario, Canada
$222K -$105K -2,715 -33%
SGCA
868
Steel Grove Capital Advisors
Tennessee
$222K
HCM
869
Hengehold Capital Management
Ohio
$222K +$215K +5,549 New
BIC
870
Beach Investment Counsel
Pennsylvania
$221K
EWM
871
Endurance Wealth Management
Rhode Island
$220K -$13K -335 -6%
CC
872
Courier Capital
New York
$219K -$1.9K -49 -0.9%
WCM
873
Whitener Capital Management
North Carolina
$217K -$3.71K -96 -2%
ABC
874
Associated Banc-Corp
Wisconsin
$217K +$210K +5,428 New
CMO
875
Covenant Multifamily Offices
Texas
$216K +$209K +5,391 New

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.