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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
926
Laffer Tengler Investments
Tennessee
$76.5K +$2.09K +53 +3%
CA
927
Clearstead Advisors
Ohio
$73K +$19.7K +500 +37%
LSA
928
Leonteq Securities AG
Switzerland
$73K -$67.8K -1,719 -54%
ASBI
929
American State Bank (Iowa)
Iowa
$72K
IBOK
930
Independence Bank of Kentucky
Kentucky
$72K -$20.2K -511 -22%
AssetMark Inc
931
AssetMark Inc
California
$72K -$3.19K -81 -4%
NEAM
932
New England Asset Management
Connecticut
$69K
FMB
933
Field & Main Bank
Kentucky
$68K
HC
934
Hoese & Co
Minnesota
$68K
LCM
935
Logan Capital Management
Pennsylvania
$68K
PAI
936
Pittenger & Anderson Inc
Nebraska
$68K +$67.9K +1,721 New
AWA
937
Arkadios Wealth Advisors
Georgia
$67K -$17.4K -440 -21%
ODG
938
O'Dell Group
Ohio
$67K +$66.1K +1,675 New
KFI
939
Key Financial Inc
Pennsylvania
$66K +$1.02K +26 +2%
PCG
940
Private Capital Group
Connecticut
$63K +$434 +11 +0.7%
CT
941
Caldwell Trust
Florida
$62.5K
RFA
942
Reilly Financial Advisors
California
$62K
NFSG
943
Newbridge Financial Services Group
Florida
$61K -$1.85K -47 -3%
CCM
944
Covington Capital Management
California
$60K -$8.99K -228 -13%
AF
945
Arrow Financial
New York
$60K
GCM
946
Gables Capital Management
Florida
$60K
KA
947
Kozak & Associates
Colorado
$60K +$58.2K +1,475 New
SC
948
SouthState Corp
Florida
$55K +$54.9K +1,391 New
RG
949
Retirement Group
California
$53K -$39.4K -1,000 -43%
JGIA
950
Jackson Grant Investment Advisers
Connecticut
$53K

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.