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Enbridge

299 hedge funds and large institutions have $22.7B invested in Enbridge in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $35M

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

8% more funds holding

Funds holding: 278299 (+21)

5% more capital invested

Capital invested by funds: $21.7B → $22.7B (+$1.04B)

0.11% less ownership

Funds ownership: 62.95%62.85% (-0.11%)

2% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 110

Holders
299
Holders Change
+21
Holders Change %
+7.55%
% of All Funds
8.68%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
49
Increased
108
Reduced
110
Closed
26
Calls
$81.5M
Puts
$35M
Net Calls
+$46.5M
Net Calls Change
-$2.54B
Name Holding Trade Value Shares
Change
Change in
Stake
AR
76
Advisory Research
Illinois
$18M +$1.58M +37,410 +10%
HAM
77
Highstreet Asset Management
Ontario, Canada
$17M +$6.69M +158,514 +69%
AWCI
78
Alpine Woods Capital Investors
New York
$16.7M +$2.46M +58,400 +18%
AC
79
Addenda Capital
Quebec, Canada
$16.1M -$8.1M -192,130 -34%
EPFB
80
Employees Provident Fund Board
Malaysia
$16M +$3.33M +79,028 +28%
DR
81
Davis Rea
Ontario, Canada
$15.7M -$423K -10,029 -3%
Morgan Stanley
82
Morgan Stanley
New York
$15.6M -$4.06M -96,317 -21%
VFM
83
Viking Fund Management
North Dakota
$15.6M +$2.11M +50,000 +16%
H
84
Hexavest
Quebec, Canada
$15.4M +$8.1M +192,017 +120%
JP Morgan Chase
85
JP Morgan Chase
New York
$15.1M -$9.07M -214,964 -38%
CIS
86
Capital International Sarl
California
$14.4M +$8.47M +200,900 +156%
Aviva
87
Aviva
United Kingdom
$14.1M +$4.15M +98,295 +43%
DMIC
88
Dixon Mitchell Investment Counsel
British Columbia, Canada
$13.9M -$745K -17,659 -5%
Barclays
89
Barclays
United Kingdom
$13.8M +$392K +9,282 +3%
U
90
UBS
Switzerland
$13.2M -$440K -10,430 -3%
MIS
91
Morningstar Investment Services
Illinois
$12.8M +$2.39M +56,643 +24%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$12.3M +$402K +9,537 +3%
CII
93
Capital International Inc
California
$12.1M +$7.25M +171,900 +165%
Ameriprise
94
Ameriprise
Minnesota
$11.5M -$88M -2,085,554 -89%
CCM
95
Copeland Capital Management
Pennsylvania
$11M +$746K +17,691 +8%
BSPF
96
British Steel Pension Fund
United Kingdom
$10.9M
CI
97
Capital International
California
$10.2M +$4.11M +97,500 +71%
GIBU
98
Gulf International Bank (UK)
United Kingdom
$9.94M +$9.04M +214,272 New
MME
99
Meag Munich Ergo
Germany
$9.51M +$422K +10,000 +5%
Northern Trust
100
Northern Trust
Illinois
$9.13M -$433K -10,273 -5%

ENB Hedge Fund Activity: Q4 2013 in Review

299 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2013, worth a combined $22.7B — up 4.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ENB positions and 26 closed out — a net gain of 23 holders — while 108 added to existing stakes and 110 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $281M. The largest seller was Jennison Associates, cutting an estimated $146M.

  • 299 institutional investors held Enbridge (ENB) as of Q4 2013, up from 278 in Q3 2013.
  • Funds reported $22.7B of Enbridge stock for Q4 2013, up 4.8% quarter-over-quarter.
  • 49 funds opened new Enbridge positions in Q4 2013 and 26 closed out, a net change of +23 holders.
  • The largest Enbridge buyer in Q4 2013 was Wellington Management Group, an estimated $281M added.
  • The largest Enbridge seller in Q4 2013 was Jennison Associates, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2013.