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Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
876
Private Capital Group
Connecticut
$205K +$16.5K +442 +9%
MIC
877
Meridian Investment Counsel
California
$204K +$191K +5,124 New
TC
878
Telemus Capital
Michigan
$204K +$191K +5,126 New
EH
879
Equitable Holdings
New York
$204K +$192K +5,135 New
FBC
880
Fairfield, Bush & Co
Connecticut
$203K +$190K +5,100 New
HB
881
Homrich & Berg
Georgia
$202K -$24.3K -650 -11%
ACA
882
Aptus Capital Advisors
Alabama
$202K +$190K +5,080 New
FCA
883
FinTrust Capital Advisors
South Carolina
$201K -$7.47K -200 -4%
LNB
884
Ledyard National Bank
$201K +$189K +5,064 New
BPA
885
Beacon Pointe Advisors
California
$200K +$187K +5,000 New
BC
886
Burney Company
Virginia
$200K +$188K +5,031 New
AIL
887
AGF Investments LLC
Ontario, Canada
$199K
PIA
888
Powell Investment Advisors
Florida
$191K +$179K +4,796 New
ACM
889
Allred Capital Management
Texas
$191K -$77.5K -2,074 -30%
BHWM
890
Bay Harbor Wealth Management
Maryland
$188K +$486 +13 +0.3%
SFS
891
Sowell Financial Services
Arkansas
$184K +$35K +937 +25%
1IA
892
1834 Investment Advisors
Wisconsin
$184K +$91.7K +2,455 +114%
OC
893
Oakworth Capital
Alabama
$181K -$15K -401 -8%
HIA
894
Harbor Investment Advisory
Maryland
$180K +$169K +4,534 New
BFC
895
Bedel Financial Consulting
Indiana
$179K
PAM
896
Panagora Asset Management
Massachusetts
$173K -$159K -4,259 -49%
LC
897
Lindbrook Capital
California
$171K +$13.2K +353 +9%
LAS
898
Lloyd Advisory Services
Georgia
$168K +$158K +4,221 New
TAIM
899
TD Ameritrade Investment Management
Nebraska
$167K +$69.8K +1,868 +80%
FCM
900
Firestone Capital Management
Florida
$164K +$154K +4,130 New

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.