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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
926
Phoenix Wealth Advisors
North Carolina
$19K +$18.1K +595 New
APWA
927
Atlas Private Wealth Advisors
New Jersey
$18K
HGWM
928
Harvest Group Wealth Management
Massachusetts
$18K
TC
929
Trust Company
Kansas
$18K
LWA
930
Lenox Wealth Advisors
New York
$18K +$3.96K +130 +30%
PCA
931
Providence Capital Advisors
North Carolina
$18K +$4.05K +133 +31%
FRA
932
Front Row Advisors
California
$17K
TFGT
933
TS Financial Group (TSFG)
Illinois
$16K -$31.4K -1,033 -67%
MAM
934
Meeder Asset Management
Ohio
$16K -$1.76K -58 -11%
LC
935
Lindbrook Capital
California
$14K -$41.6K -1,367 -76%
HWA
936
HHM Wealth Advisors
Tennessee
$14K -$15.2K -500 -54%
JWM
937
Janiczek Wealth Management
Colorado
$14K
JFGIW
938
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
ME
939
McIlrath & Eck
Washington
$14K
FMP
940
Financial Management Professionals
Texas
$14K +$2.52K +83 +23%
FP
941
Fiduciary Planning
Florida
$14K +$13.2K +433 New
SGAM
942
Smith Group Asset Management
Texas
$13K -$19.2K -630 -61%
RIM
943
Rockbridge Investment Management
New York
$13K -$5.14K -169 -30%
ABC
944
Associated Banc-Corp
Wisconsin
$13K -$4.38K -144 -26%
FWM
945
Focused Wealth Management
New York
$13K -$2.59K -85 -17%
MCM
946
MV Capital Management
Maryland
$13K +$12K +393 New
RAM
947
Riggs Asset Management
Pennsylvania
$13K +$12.2K +400 New
GWS
948
Glassman Wealth Services
Virginia
$12K -$5.35K -176 -33%
EAM
949
Eukles Asset Management
Ohio
$12K
SL
950
Savior LLC
Massachusetts
$12K

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.