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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
CLOS
901
Compagnie Lombard Odier SCmA
Switzerland
$159K
OSAM
902
O'Shaughnessy Asset Management
Connecticut
$156K +$146K +3,913 +65,217%
HI
903
Hudock Inc
Pennsylvania
$155K -$15.8K -422 -10%
FANJ
904
Financial Architects (New Jersey)
New Jersey
$154K
BNP Paribas Financial Markets
905
BNP Paribas Financial Markets
France
$153K -$770K -20,625 -84%
KTC
906
Kistler-Tiffany Companies
Pennsylvania
$153K
IBOK
907
Independence Bank of Kentucky
Kentucky
$152K +$86K +2,302 +151%
TSW
908
Thompson Siegel & Walmsley
Virginia
$145K
SWA
909
Sutton Wealth Advisors
Florida
$135K
SMG
910
Spectrum Management Group
Indiana
$133K
BFEC
911
Benjamin F. Edwards & Company
Missouri
$130K -$2.65K -71 -2%
PA
912
Parallel Advisors
California
$129K -$92.4K -2,474 -43%
BWL
913
Bogart Wealth LLC
Virginia
$128K +$2.91K +78 +2%
CHAM
914
Clear Harbor Asset Management
Connecticut
$126K +$119K +3,177 New
TI
915
tru Independence
Oregon
$126K +$163K +4,357 New
EFSCE
916
Enterprise Financial Services Corp (EFSC)
Missouri
$121K +$32.5K +870 +40%
WAP
917
Wealthcare Advisory Partners
Pennsylvania
$120K +$9.56K +256 +9%
PWP
918
Personal Wealth Partners
Minnesota
$114K
AIC
919
Ameritas Investment Company
Nebraska
$111K -$8.81K -236 -8%
IRC
920
Investors Research Corp
Georgia
$111K
SIA
921
SeaBridge Investment Advisors
New Jersey
$108K
RFM
922
Royal Fund Management
Florida
$106K -$16.8K -449 -14%
QCMC
923
Quantum Capital Management (California)
California
$106K
WG
924
Welch Group
Alabama
$106K +$99.2K +2,656 New
AIS
925
Accurate Investment Solutions
Pennsylvania
$103K -$11.7K -312 -11%

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.