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Enbridge

305 hedge funds and large institutions have $24.1B invested in Enbridge in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $21.1M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

25% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 100

6% more capital invested

Capital invested by funds: $22.7B → $24.1B (+$1.39B)

2% more funds holding

Funds holding: 299305 (+6)

1.08% more ownership

Funds ownership: 62.85%63.93% (+1.1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
305
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
35
Increased
125
Reduced
100
Closed
27
Calls
$94.9M
Puts
$21.1M
Net Calls
+$73.8M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
H
76
Hexavest
Quebec, Canada
$18.1M +$2.02M +46,869 +13%
MTB
77
Mizuho Trust & Banking
Japan
$17.8M -$2.12M -49,200 -12%
AWCI
78
Alpine Woods Capital Investors
New York
$17.6M +$194K +4,500 +1%
JP Morgan Chase
79
JP Morgan Chase
New York
$16.6M +$862K +19,957 +6%
Fidelity International
80
Fidelity International
Bermuda
$16.5M +$11.3M +262,734 +264%
DR
81
Davis Rea
Ontario, Canada
$16.2M -$186K -4,319 -1%
Barclays
82
Barclays
United Kingdom
$16.1M +$1.64M +37,903 +12%
MIS
83
Morningstar Investment Services
Illinois
$16M +$2.56M +59,327 +20%
CIS
84
Capital International Sarl
California
$15.5M +$471K +10,900 +3%
Aviva
85
Aviva
United Kingdom
$15.4M +$610K +14,140 +4%
VFM
86
Viking Fund Management
North Dakota
$15.1M -$1.08M -25,000 -7%
DMIC
87
Dixon Mitchell Investment Counsel
British Columbia, Canada
$14.6M +$141K +3,265 +1%
AC
88
Addenda Capital
Quebec, Canada
$13.3M -$3.35M -77,600 -21%
CII
89
Capital International Inc
California
$12.5M -$99.3K -2,300 -0.8%
BG
90
Bahl & Gaynor
Ohio
$12.3M -$26M -601,821 -69%
CCM
91
Copeland Capital Management
Pennsylvania
$12M +$522K +12,099 +5%
CI
92
Capital International
California
$11.9M +$1.17M +27,200 +12%
BSPF
93
British Steel Pension Fund
United Kingdom
$11.4M
MME
94
Meag Munich Ergo
Germany
$11.3M +$1.21M +28,000 +13%
U
95
UBS
Switzerland
$11.2M -$2.38M -55,203 -18%
GIBU
96
Gulf International Bank (UK)
United Kingdom
$10.9M +$161K +3,735 +2%
ST
97
Sabal Trust
Florida
$10.9M +$10.4M +240,252 New
EPFB
98
Employees Provident Fund Board
Malaysia
$10.7M -$4.73M -109,600 -30%
HAM
99
Highstreet Asset Management
Ontario, Canada
$10.3M -$7M -162,197 -42%
Credit Agricole
100
Credit Agricole
France
$10.1M -$16.7M -386,947 -63%

ENB Hedge Fund Activity: Q1 2014 in Review

305 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2014, worth a combined $24.1B — up 6.1% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ENB positions and 27 closed out — a net gain of 8 holders — while 125 added to existing stakes and 100 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 305 institutional investors held Enbridge (ENB) as of Q1 2014, up from 299 in Q4 2013.
  • Funds reported $24.1B of Enbridge stock for Q1 2014, up 6.1% quarter-over-quarter.
  • 35 funds opened new Enbridge positions in Q1 2014 and 27 closed out, a net change of +8 holders.
  • The largest Enbridge buyer in Q1 2014 was Wellington Management Group, an estimated $308M added.
  • The largest Enbridge seller in Q1 2014 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2014.