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Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
901
Mercer Capital Advisers
New Jersey
$14K
RA
902
Rational Advisors
New York
$14K +$14.4K +468 New
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$15.1K -492 -53%
ME
904
McIlrath & Eck
Washington
$13K -$3.6K -117 -21%
LWA
905
Lenox Wealth Advisors
New York
$13K -$2.33K -76 -15%
PK
906
Pflug Koory
Nebraska
$13K
PCA
907
Providence Capital Advisors
North Carolina
$13K
PWMG
908
Prestige Wealth Management Group
New Jersey
$12K
RAM
909
Riggs Asset Management
Pennsylvania
$12K
ST
910
Smithfield Trust
Pennsylvania
$12K
Twin Tree Management
911
Twin Tree Management
Texas
$11K -$1.49M -48,460 -99%
EAM
912
Eukles Asset Management
Ohio
$11K
SL
913
Savior LLC
Massachusetts
$11K
SIAS
914
Shine Investment Advisory Services
Colorado
$11K
AIC
915
Archer Investment Corporation
Indiana
$10.2K
SWM
916
Selective Wealth Management
Virginia
$10K +$7.68K +250 +321%
FCB
917
First Command Bank
Texas
$9K
FCFS
918
First Command Financial Services
Texas
$9K
CAL
919
Capital Advisors Ltd
Ohio
$8K
TF
920
TimeScale Financial
Massachusetts
$8K
WLPWM
921
Walled Lake Planning & Wealth Management
Illinois
$8K
GWS
922
Glassman Wealth Services
Virginia
$8K +$1.35K +44 +19%
HDIM
923
Hanson & Doremus Investment Management
Vermont
$8K +$7.68K +250 New
VCM
924
Versant Capital Management
Arizona
$7K -$338 -11 -4%
AP
925
Atwood & Palmer
Missouri
$7K

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.