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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
HCMT
876
Highland Capital Management (Tennessee)
Tennessee
$204K
IWA
877
IVC Wealth Advisors
Pennsylvania
$204K
LFF
878
Level Four Financial
Texas
$204K +$513 +13 +0.3%
BOPW
879
Brandywine Oak Private Wealth
Pennsylvania
$204K +$197K +4,999 New
ACM
880
Alethea Capital Management
Washington
$203K
BWL
881
Bogart Wealth LLC
Virginia
$202K -$4.06K -103 -2%
WSTAM
882
Wilbanks Smith & Thomas Asset Management
Virginia
$201K
ONB
883
Old National Bancorp
Indiana
$200K +$199K +5,034 New
HIA
884
Harbor Investment Advisory
Maryland
$193K +$789 +20 +0.4%
MA
885
Montag & Associates
Georgia
$189K
SIM
886
Sonora Investment Management
Arizona
$189K
CBT
887
CoreFirst Bank & Trust
Kansas
$188K +$38.8K +984 +26%
CAL
888
Capital Analysts LLC
Pennsylvania
$182K +$7.69K +195 +4%
CAL
889
Capital Advisors Ltd
Ohio
$179K +$53.2K +1,350 +43%
AF
890
Advisornet Financial
Minnesota
$179K +$70.7K +1,793 +66%
AF
891
Allworth Financial
California
$171K -$9.54K -242 -5%
LWM
892
Liberty Wealth Management
California
$169K +$163K +4,131 New
FCM
893
Firestone Capital Management
Florida
$165K
BEI
894
Benjamin Edwards Inc
Missouri
$161K +$41.6K +1,056 +35%
APP
895
Alpha Paradigm Partners
Illinois
$157K -$196K -4,967 -56%
VNA
896
Valley National Advisers
Pennsylvania
$157K -$19.7K -499 -11%
CI
897
Clal Insurance
Israel
$152K +$150K +3,812 New
SBL
898
Sargent Bickham Lagudis
Colorado
$148K
AW
899
Avion Wealth
Texas
$146K
OC
900
Oakworth Capital
Alabama
$138K -$7.53K -191 -5%

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.