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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
RFA
951
Reilly Financial Advisors
California
$73K +$28.9K +774 +74%
PMFA
952
Plante Moran Financial Advisors
Michigan
$73K +$44.5K +1,192 +185%
AP
953
Arlington Partners
Alabama
$73K +$55.9K +1,498 +435%
DOA
954
D'Orazio & Associates
Virginia
$72K
EI
955
Ellevest Inc
New York
$70K -$5.6K -150 -8%
IFAM
956
Institutional & Family Asset Management
Colorado
$69K -$3.47K -93 -5%
RWA
957
Ropes Wealth Advisors
Massachusetts
$69K
PFBT
958
Parkside Financial Bank & Trust
Missouri
$67K -$373 -10 -0.6%
FGAM
959
Financial Gravity Asset Management
Texas
$67K +$1.49K +40 +5%
WCG
960
Weaver Consulting Group
California
$67K +$65K +1,740 +1,024%
BCA
961
Berman Capital Advisors
Georgia
$66K +$26.3K +705 +72%
TCWM
962
Total Clarity Wealth Management
Illinois
$65K +$61.3K +1,642 New
CSS
963
Cubist Systematic Strategies
Connecticut
$62K -$1.35M -36,091 -96%
LJHT
964
Laurie J. Hall Trustee
$62K
LPWM
965
Lake Point Wealth Management
Texas
$61K +$56.9K +1,523 New
FMB
966
Field & Main Bank
Kentucky
$60K
GCM
967
Gables Capital Management
Florida
$60K
Chevy Chase Trust
968
Chevy Chase Trust
Maryland
$57K +$53.3K +1,426 New
RCA
969
Ranch Capital Advisors
Florida
$56K +$52.8K +1,414 New
CAC
970
Certified Advisory Corp
Florida
$55K +$112 +3 +0.2%
CHA
971
Carmichael Hill & Associates
Maryland
$54K +$50.9K +1,363 New
1W
972
1776 Wealth
Georgia
$54K +$51.5K +1,380 New
ADL
973
Asset Dedication LLC
California
$53K -$11K -295 -18%
HFS
974
HBC Financial Services
Washington
$53K +$49.5K +1,325 New
AF
975
Arrow Financial
New York
$52K

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.