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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
Accel Wealth Management
Iowa
$77K +$10.4K +297 +16%
CAC
877
Certified Advisory Corp
Florida
$77K +$73.9K +2,102 New
CFD
878
Creative Financial Designs
Indiana
$76K
RDFA
879
Ritter Daniher Financial Advisory
Ohio
$74K
AIM
880
Arcadia Investment Management
Michigan
$73K
CTB
881
Country Trust Bank
Illinois
$73K +$29.9K +850 +74%
SQA
882
Simon Quick Advisors
New Jersey
$72K +$64K +1,820 +989%
AWA
883
Arkadios Wealth Advisors
Georgia
$70K +$22.4K +638 +49%
VRM
884
Vectors Research Management
New York
$69K -$5.2K -148 -7%
ASBI
885
American State Bank (Iowa)
Iowa
$65.9K +$7.21K +205 +13%
CL
886
COWA LLC
Oklahoma
$64K
Credit Agricole
887
Credit Agricole
France
$63K -$548K -15,601 -90%
LWM
888
Liberty Wealth Management
California
$62K
LCM
889
Logan Capital Management
Pennsylvania
$62K +$59.8K +1,701 New
BHWM
890
Bay Harbor Wealth Management
Maryland
$60K -$14.7K -417 -20%
KFI
891
Key Financial Inc
Pennsylvania
$60K -$1.02K -29 -2%
BFEC
892
Benjamin F. Edwards & Company
Missouri
$60K
PMFA
893
Plante Moran Financial Advisors
Michigan
$59K -$1.37K -39 -2%
IBOK
894
Independence Bank of Kentucky
Kentucky
$59K +$19.5K +555 +52%
PCG
895
Private Capital Group
Connecticut
$58K +$2.5K +71 +5%
ETC
896
Exchange Traded Concepts
Oklahoma
$58K +$56.3K +1,603 New
HFS
897
HBC Financial Services
Washington
$57.9K -$3.34K -95 -6%
CA
898
Clearstead Advisors
Ohio
$57K -$39.6K -1,126 -42%
RFA
899
Reilly Financial Advisors
California
$57K +$18.1K +516 +49%
FMB
900
Field & Main Bank
Kentucky
$55K

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.