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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
CPC
901
Congress Park Capital
New York
$200K +$193K +5,000 New
HIA
902
Harbor Investment Advisory
Maryland
$193K -$2.13K -55 -1%
SIM
903
Sonora Investment Management
Arizona
$191K +$15.5K +400 +9%
MA
904
Montag & Associates
Georgia
$190K -$10.4K -268 -5%
AF
905
Allworth Financial
California
$182K +$20.3K +525 +13%
VNA
906
Valley National Advisers
Pennsylvania
$177K -$1.9K -49 -1%
CAL
907
Capital Analysts LLC
Pennsylvania
$175K -$49K -1,265 -22%
FCM
908
Firestone Capital Management
Florida
$165K
RDWM
909
Red Door Wealth Management
Tennessee
$161K +$156K +4,042 New
MSFP
910
Mark Sheptoff Financial Planning
Connecticut
$152K +$132K +3,400 +850%
CBT
911
CoreFirst Bank & Trust
Kansas
$149K
SBL
912
Sargent Bickham Lagudis
Colorado
$149K
WP
913
WealthShield Partners
North Carolina
$148K +$27.8K +718 +24%
OC
914
Oakworth Capital
Alabama
$147K -$6.54K -169 -4%
AW
915
Avion Wealth
Texas
$147K
LSA
916
Leonteq Securities AG
Switzerland
$140K -$16.1K -417 -12%
M1FG
917
Mach-1 Financial Group
Arkansas
$136K +$2.32K +60 +2%
KTC
918
Kistler-Tiffany Companies
Pennsylvania
$135K -$3.37K -87 -3%
HI
919
Hudock Inc
Pennsylvania
$133K -$7.7K -199 -6%
CB
920
Community Bank
New York
$126K
CAL
921
Capital Advisors Ltd
Ohio
$126K +$111K +2,875 +1,093%
BEI
922
Benjamin Edwards Inc
Missouri
$120K +$6.08K +157 +6%
SWA
923
Sutton Wealth Advisors
Florida
$119K
BBL
924
Beck Bode LLC
Massachusetts
$113K +$109K +2,810 New
IRC
925
Investors Research Corp
Georgia
$112K

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.