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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
IC
876
Intersect Capital
California
$215K -$7.89K -204 -4%
EWM
877
Executive Wealth Management
Michigan
$215K +$208K +5,376 New
SFG
878
SageGuard Financial Group
Tennessee
$214K -$8.55K -221 -4%
AAM
879
Auxier Asset Management
Oregon
$213K -$15.2K -393 -7%
LAS
880
Lloyd Advisory Services
Georgia
$213K +$205K +5,310 New
CSPIA
881
Cary Street Partners Investment Advisory
Virginia
$213K +$206K +5,324 New
CHP
882
Cable Hill Partners
Oregon
$209K -$22.4K -579 -10%
GSEP
883
Golden State Equity Partners
California
$209K +$202K +5,211 New
HBWM
884
Hollow Brook Wealth Management
New York
$209K +$202K +5,220 New
BWL
885
Bogart Wealth LLC
Virginia
$208K +$77.4K +2,000 +63%
CPSAC
886
Chas P. Smith & Associates (CPS)
Florida
$208K +$201K +5,190 New
GWM
887
Gray Wealth Management
Maine
$208K +$201K +5,200 New
FHA
888
First Horizon Advisors
Tennessee
$207K -$7.66K -198 -4%
TPW
889
Tiller Private Wealth
Pennsylvania
$207K +$200K +5,160 New
IWA
890
IVC Wealth Advisors
Pennsylvania
$206K +$199K +5,136 New
KPWS
891
Kestra Private Wealth Services
Texas
$206K +$199K +5,154 New
LFF
892
Level Four Financial
Texas
$205K +$198K +5,120 New
HCMT
893
Highland Capital Management (Tennessee)
Tennessee
$205K +$199K +5,132 New
ACM
894
Alethea Capital Management
Washington
$204K +$197K +5,100 New
APG
895
Abacus Planning Group
South Carolina
$204K +$197K +5,102 New
WSTAM
896
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$196K +5,058 New
1WA
897
180 Wealth Advisors
Washington
$203K +$198K +5,105 New
PCA
898
Pallas Capital Advisors
Massachusetts
$202K +$199K +5,152 New
SW
899
StrongBox Wealth
Missouri
$200K +$193K +4,990 New
HW
900
Hancock Whitney
Mississippi
$200K +$193K +4,995 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.