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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
926
Marino Stram & Associates
Massachusetts
$7K +$7.14K +222 New
BBA
927
Braun-Bostich & Associates
Pennsylvania
$6K
NCM
928
Next Capital Management
New York
$6K +$6.66K +207 New
RCG
929
Ruggie Capital Group
Florida
$6K +$6.69K +208 New
SIAG
930
Signet Investment Advisory Group
Rhode Island
$6K +$7.14K +222 New
IF
931
Ironwood Financial
Arizona
$5K -$9.65K -300 -65%
OIA
932
Optimum Investment Advisors
Illinois
$5K
PMFA
933
Plante Moran Financial Advisors
Michigan
$5K
PO
934
Private Ocean
California
$5K
SHJ
935
Sharkey, Howes & Javer
Colorado
$5K
OTC
936
Opera Trading Capital
France
$5K +$5.63K +175 New
IAS
937
IMA Advisory Services
Colorado
$4K
WCM
938
Wealthcare Capital Management
Virginia
$4K
NC
939
NewSquare Capital
Pennsylvania
$4K +$3.79K +118 New
GT
940
Glenmede Trust
Pennsylvania
$3.48K +$1.67M +51,819 +86%
SFSIG
941
San Francisco Sentry Investment Group
California
$3K -$126K -3,930 -97%
CFD
942
Creative Financial Designs
Indiana
$3K
NCM
943
Nelson Capital Management
California
$3K
SA
944
SRH Advisors
Kansas
$3K
WAS
945
Winch Advisory Services
Wisconsin
$3K +$32 +1 +1%
DWA
946
Dougherty Wealth Advisers
Minnesota
$3K +$2.38K +74 New
PWM
947
PRW Wealth Management
Massachusetts
$3K +$2.67K +83 New
EIM
948
Essex Investment Management
Massachusetts
$3K +$2.73K +85 New
LFG
949
Larson Financial Group
Missouri
$3K +$2.77K +86 New
NSB
950
Norway Savings Bank
Maine
$3K +$3.22K +100 New

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.