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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
RP
926
Rowlandmiller & Partners
Georgia
$101K +$95.3K +2,551 New
SWM
927
Sugarloaf Wealth Management
Georgia
$101K +$94.5K +2,531 New
VCP
928
Verus Capital Partners
Arizona
$100K +$93.9K +2,514 New
PA
929
Procyon Advisors
Connecticut
$100K +$94.3K +2,526 New
MIP
930
Mondrian Investment Partners
United Kingdom
$99K
RE
931
RBC Europe
United Kingdom
$95.6K
ICM
932
Islay Capital Management
Texas
$90K +$84.2K +2,254 New
WWM
933
Willingdon Wealth Management
North Carolina
$89K -$934 -25 -1%
FCMT
934
Founders Capital Management (Texas)
Texas
$88K
HCA
935
Horan Capital Advisors
Ohio
$87K
LWM
936
Lenox Wealth Management
Ohio
$87K +$1.38K +37 +2%
Barrow, Hanley, Mewhinney & Strauss
937
Barrow, Hanley, Mewhinney & Strauss
Texas
$85K
VRM
938
Vectors Research Management
New York
$85K
FMP
939
Financial Management Professionals
Texas
$84K
SNT
940
Security National Trust
West Virginia
$84K
MWP
941
Meridian Wealth Partners
Pennsylvania
$84K +$78.7K +2,106 New
BAMG
942
Brand Asset Management Group
Missouri
$81K
AIM
943
Arcadia Investment Management
Michigan
$80K -$37.3K -1,000 -33%
FIB
944
First Interstate Bank
Montana
$80K -$10.5K -280 -12%
CCM
945
Covington Capital Management
California
$80K
DI
946
Disciplined Investments
Oklahoma
$76K +$71.4K +1,911 New
CT
947
Caldwell Trust
Florida
$75K +$70.5K +1,887 New
GI
948
Gradient Investments
Minnesota
$75K
SIM
949
Sonora Investment Management
Arizona
$75K
EWP
950
Engrave Wealth Partners
Texas
$74K +$70K +1,874 New

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.