We are live on ! Find out more
ENB icon

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
GCM
901
Gables Capital Management
Florida
$55K
AF
902
Arrow Financial
New York
$55K +$7.03K +200 +15%
NFSG
903
Newbridge Financial Services Group
Florida
$55K +$25.9K +736 +95%
AssetMark Inc
904
AssetMark Inc
California
$52K -$63.7K -1,813 -56%
CHA
905
Carmichael Hill & Associates
Maryland
$50K
VBCG
906
Valley Brook Capital Group
Pennsylvania
$50K +$3.52K +100 +8%
AP
907
Atwood & Palmer
Missouri
$50K +$40.6K +1,154 +522%
JGIA
908
Jackson Grant Investment Advisers
Connecticut
$49K +$15.1K +430 +48%
CT
909
Caldwell Trust
Florida
$48.2K -$5.17K -147 -10%
PK
910
Pflug Koory
Nebraska
$48K +$3.76K +107 +9%
COCM
911
Charter Oak Capital Management
New Hampshire
$45K
CWM
912
Cranbrook Wealth Management
Michigan
$45K
LF
913
Lee Financial
Texas
$43K -$16K -454 -28%
ATC
914
Adirondack Trust Company
New York
$43K
WB
915
Webster Bank
Connecticut
$43K
RE
916
RBC Europe
United Kingdom
$42.4K -$11.7K -334 -22%
MWP
917
Meridian Wealth Partners
Pennsylvania
$42K -$2.35K -67 -6%
GG
918
Gleason Group
Kentucky
$42K +$668 +19 +2%
MGIM
919
M&G Investment Management
United Kingdom
$41.3K -$16.6M -472,732 -30%
CFN
920
Cordasco Financial Network
Florida
$41K
SNT
921
Security National Trust
West Virginia
$41K
TFIPS
922
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K
BWM
923
BerganKDV Wealth Management
Minnesota
$37K +$6.78K +193 +23%
CAM
924
Costello Asset Management
Pennsylvania
$36K
EDRH
925
Edmond de Rothschild Holding
Switzerland
$36K

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.