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
CTB
876
Country Trust Bank
Illinois
$37K
CCM
877
Covington Capital Management
California
$36K -$20.7K -679 -37%
CFN
878
Cordasco Financial Network
Florida
$36K
FHC
879
First Horizon Corporation
Tennessee
$36K
SNT
880
Security National Trust
West Virginia
$36K
GG
881
Gleason Group
Kentucky
$36K +$548 +18 +2%
RG
882
Retirement Group
California
$36K +$9.13K +300 +36%
TFIPS
883
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.1K +$33.5K +1,100 New
TIAM2
884
Tru Independence Asset Management 2
Oregon
$35K +$33.6K +1,104 New
IBOK
885
Independence Bank of Kentucky
Kentucky
$34K -$3.44K -113 -10%
BWA
886
Burt Wealth Advisors
Maryland
$34K
RFA
887
Reilly Financial Advisors
California
$34K
RCA
888
Ranch Capital Advisors
Florida
$32K
AWG
889
Altus Wealth Group
Colorado
$32K +$30.4K +1,000 New
EDRH
890
Edmond de Rothschild Holding
Switzerland
$31K
NSIM
891
North Star Investment Management
Illinois
$31K
CAM
892
Costello Asset Management
Pennsylvania
$31K +$29.9K +984 New
CWM
893
Cedar Wealth Management
California
$29K
JGIA
894
Jackson Grant Investment Advisers
Connecticut
$29K
RA
895
Reby Advisors
Connecticut
$29K +$27.6K +906 New
HFS
896
Horizon Financial Services
North Carolina
$28K
BWM
897
BerganKDV Wealth Management
Minnesota
$27K +$1.98K +65 +8%
JMF
898
Johnson Midwest Financial
Iowa
$27K +$25.3K +832 New
FFG
899
Fortem Financial Group
California
$27K +$25.3K +833 New
MAM
900
McCarthy Asset Management
California
$27K +$25.9K +852 New

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.