We are live on ! Find out more
ENB icon

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
GI
926
Gradient Investments
Minnesota
$110K +$3.4K +88 +3%
AF
927
Advisornet Financial
Minnesota
$109K +$2.9K +75 +3%
PAM
928
Panagora Asset Management
Massachusetts
$107K
HBT
929
Hills Bank & Trust
Iowa
$104K +$101K +2,606 New
RP
930
Rowlandmiller & Partners
Georgia
$102K +$98.7K +2,551 New
MIP
931
Mondrian Investment Partners
United Kingdom
$98K
TC
932
Truvestments Capital
Florida
$96K -$55K -1,422 -37%
JMF
933
Johnson Midwest Financial
Iowa
$95K +$59.8K +1,545 +184%
SB
934
Strategic Blueprint
Georgia
$94K +$90.9K +2,350 New
CP
935
Castleview Partners
Texas
$94K +$91.2K +2,356 New
RG
936
Retirement Group
California
$93K -$6.97K -180 -7%
IBOK
937
Independence Bank of Kentucky
Kentucky
$93K +$26.3K +680 +42%
MCM
938
MV Capital Management
Maryland
$92K +$81.3K +2,100 +1,050%
FCMT
939
Founders Capital Management (Texas)
Texas
$89K
SNT
940
Security National Trust
West Virginia
$89K +$42.6K +1,100 +98%
AAP
941
Arax Advisory Partners
Colorado
$89K +$85.6K +2,213 New
WPA
942
West Paces Advisors
Georgia
$88.2K +$2.59K +67 +3%
TSW
943
Thompson Siegel & Walmsley
Virginia
$87K
AWM
944
Accel Wealth Management
Iowa
$85K +$116 +3 +0.1%
AWA
945
Arkadios Wealth Advisors
Georgia
$85K +$8.2K +212 +11%
CFD
946
Creative Financial Designs
Indiana
$83K
RDFA
947
Ritter Daniher Financial Advisory
Ohio
$81K
AIM
948
Arcadia Investment Management
Michigan
$80K
EBA
949
Eagle Bay Advisors
New York
$80K +$76.2K +1,968 New
AssetMark Inc
950
AssetMark Inc
California
$76K +$18.1K +467 +33%

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.