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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
851
Petrus Trust Company
Texas
$221K +$219K +5,545 New
BIC
852
Beach Investment Counsel
Pennsylvania
$220K
EWM
853
Endurance Wealth Management
Rhode Island
$220K +$39 +1 +0%
FHA
854
First Horizon Advisors
Tennessee
$219K +$12K +305 +6%
1WA
855
180 Wealth Advisors
Washington
$218K +$1.06K +27 +0.5%
CSPIA
856
Cary Street Partners Investment Advisory
Virginia
$218K +$5.88K +149 +3%
APG
857
Abacus Planning Group
South Carolina
$218K +$14.9K +377 +7%
CMO
858
Covenant Multifamily Offices
Texas
$217K
BC
859
Burney Company
Virginia
$216K -$21.6K -547 -9%
FWP
860
FAS Wealth Partners
Kansas
$215K -$6.59K -167 -3%
WANY
861
Wealthspire Advisors (New York)
New York
$215K +$213K +5,405 New
IC
862
Intersect Capital
California
$214K
EWM
863
Executive Wealth Management
Michigan
$214K +$39 +1 +0%
PIMG
864
Patriot Investment Management Group
Tennessee
$214K +$213K +5,392 New
HW
865
Hancock Whitney
Mississippi
$213K +$13.5K +343 +7%
AAM
866
Auxier Asset Management
Oregon
$212K
IIA
867
ICW Investment Advisors
Arizona
$210K +$208K +5,265 New
VPIM
868
Vanguard Personalized Indexing Management
California
$210K +$208K +5,267 New
VC
869
Veracity Capital
Georgia
$209K +$207K +5,254 New
HBWM
870
Hollow Brook Wealth Management
New York
$208K
CHP
871
Cable Hill Partners
Oregon
$207K
CPSAC
872
Chas P. Smith & Associates (CPS)
Florida
$207K +$158 +4 +0.1%
IIM
873
InTrack Investment Management
Vermont
$206K -$56.4K -1,430 -23%
LAS
874
Lloyd Advisory Services
Georgia
$205K -$6.47K -164 -3%
TPW
875
Tiller Private Wealth
Pennsylvania
$205K

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.