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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
951
Barrett Asset Management
New York
$23K
AIP
952
Ameritas Investment Partners
Nebraska
$23K +$18.2K +519 +440%
PWA
953
Phoenix Wealth Advisors
North Carolina
$22K
PFA
954
Professional Financial Advisors
Nebraska
$22K +$70 +2 +0.3%
CWA
955
Clearview Wealth Advisors
Oregon
$22K +$598 +17 +3%
DOA
956
D'Orazio & Associates
Virginia
$22K +$7.31K +208 +54%
VCM
957
Vigilant Capital Management
Maine
$22K +$21.1K +600 New
CAGAS
958
Capital Advisory Group Advisory Services
Minnesota
$21K -$1.65K -47 -7%
JWA
959
JFS Wealth Advisors
Pennsylvania
$21K
PCA
960
Providence Capital Advisors
North Carolina
$21K
SFSIG
961
San Francisco Sentry Investment Group
California
$21K +$20.7K +590 New
TC
962
Trust Company
Kansas
$20K
OIA
963
Optimum Investment Advisors
Illinois
$20K +$14.1K +400 +276%
RCM
964
Regency Capital Management
Hawaii
$20K +$19.3K +550 New
FRA
965
Front Row Advisors
California
$19K
ACA
966
Atlas Capital Advisors
Wyoming
$18.2K +$17.6K +500 New
LWA
967
Lenox Wealth Advisors
New York
$18K -$2.29K -65 -12%
MAM
968
Meeder Asset Management
Ohio
$18K
TFGT
969
TS Financial Group (TSFG)
Illinois
$18K
ME
970
McIlrath & Eck
Washington
$18K +$1.55K +44 +10%
FA
971
Fortis Advisors
Pennsylvania
$18K +$17.6K +500 New
MWM
972
Mascoma Wealth Management
New Hampshire
$18K +$17.6K +500 New
APWA
973
Atlas Private Wealth Advisors
New Jersey
$17K -$3.13K -89 -16%
JWM
974
Janiczek Wealth Management
Colorado
$17K +$738 +21 +5%
FP
975
Fiduciary Planning
Florida
$16K

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.