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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
MAM
951
McCarthy Asset Management
California
$52K +$15.8K +400 +44%
SC
952
Steph & Co
Wisconsin
$52K +$51.3K +1,300 New
CHA
953
Carmichael Hill & Associates
Maryland
$50K
TWM
954
Tradition Wealth Management
Minnesota
$50K +$394 +10 +0.8%
COCM
955
Charter Oak Capital Management
New Hampshire
$49K
CWM
956
Cranbrook Wealth Management
Michigan
$49K
JFGIW
957
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$5.64K -143 -10%
PK
958
Pflug Koory
Nebraska
$48K
WB
959
Webster Bank
Connecticut
$47K
GG
960
Gleason Group
Kentucky
$47K +$670 +17 +1%
BWM
961
BerganKDV Wealth Management
Minnesota
$47K +$947 +24 +2%
RE
962
RBC Europe
United Kingdom
$46.4K
CTB
963
Country Trust Bank
Illinois
$46K
CFN
964
Cordasco Financial Network
Florida
$45K
TFIPS
965
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.6K
ATC
966
Adirondack Trust Company
New York
$43K -$6.55K -166 -14%
MAM
967
Meeder Asset Management
Ohio
$43K +$16.4K +416 +62%
BWA
968
BDO Wealth Advisors
Florida
$41K +$9.7K +246 +31%
RCA
969
Ranch Capital Advisors
Florida
$40K +$39.7K +1,006 New
ETC
970
Exchange Traded Concepts
Oklahoma
$39K -$238K -6,044 -86%
HFS
971
HBC Financial Services
Washington
$39K -$23.5K -595 -38%
CAM
972
Costello Asset Management
Pennsylvania
$39K
EDRH
973
Edmond de Rothschild Holding
Switzerland
$39K
NSIM
974
North Star Investment Management
Illinois
$39K
TC
975
Trust Company
Kansas
$39K +$5.13K +130 +15%

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.