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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
ST
951
Smithfield Trust
Pennsylvania
$12K
SWM
952
Selective Wealth Management
Virginia
$12K +$3.92K +129 +52%
DOA
953
D'Orazio & Associates
Virginia
$12K +$6.14K +202 +110%
PWMG
954
Prestige Wealth Management Group
New Jersey
$11K -$608 -20 -5%
TF
955
Tompkins Financial
New York
$11K +$3.04K +100 +41%
SWA
956
SOA Wealth Advisors
New York
$11K +$9.34K +307 New
AIC
957
Archer Investment Corporation
Indiana
$10.7K
FCB
958
First Command Bank
Texas
$10K
FCFS
959
First Command Financial Services
Texas
$10K
HS
960
Horan Securities
United States
$9K -$8.7K -286 -49%
TF
961
TimeScale Financial
Massachusetts
$9K
MCM
962
McMillion Capital Management
North Carolina
$9K +$8.46K +278 New
FWM
963
ForthRight Wealth Management
Georgia
$9K +$8.61K +283 New
FPCG
964
Fort Pitt Capital Group
Pennsylvania
$9K +$8.97K +295 New
PCA
965
Peddock Capital Advisors
Massachusetts
$9K +$8.97K +295 New
BWA
966
BDO Wealth Advisors
Florida
$8K
CAL
967
Capital Advisors Ltd
Ohio
$8K
WLPWM
968
Walled Lake Planning & Wealth Management
Illinois
$8K
TAM
969
Tucker Asset Management
Colorado
$7.17K +$6.82K +224 New
VCM
970
Versant Capital Management
Arizona
$7K -$761 -25 -10%
AP
971
Atwood & Palmer
Missouri
$7K
HFA
972
Hoover Financial Advisors
Pennsylvania
$7K +$5.87K +193 New
SFP
973
Sterling Financial Planning
New Jersey
$7K +$6.33K +208 New
TCWA
974
Ten Capital Wealth Advisors
Washington
$7K +$6.36K +209 New
SIAG
975
Signet Investment Advisory Group
Rhode Island
$7K +$6.75K +222 New

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.