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Enbridge

316 hedge funds and large institutions have $25B invested in Enbridge in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

38% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 98

32% more capital invested

Capital invested by funds: $18.9B → $25B (+$6.03B)

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

2% more funds holding

Funds holding: 310316 (+6)

0.71% more ownership

Funds ownership: 68.13%68.84% (+0.71%)

16% less call options, than puts

Call options by funds: $89.5M | Put options by funds: $107M

Holders
316
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
8.42%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
135
Reduced
98
Closed
29
Calls
$89.5M
Puts
$107M
Net Calls
-$17.3M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
H
76
Hexavest
Quebec, Canada
$27.6M -$135K -3,937 -0.6%
BCM
77
Barometer Capital Management
Ontario, Canada
$26.3M +$23.1M +674,650 New
TAM
78
Taylor Asset Management
Ontario, Canada
$24.6M +$17.9M +523,300 +487%
AT
79
AMF Tjänstepension
Sweden
$23.8M +$4.41M +128,950 +27%
Aviva
80
Aviva
United Kingdom
$19.5M +$1.4M +40,984 +9%
BSPF
81
British Steel Pension Fund
United Kingdom
$18.8M +$5.12M +150,000 +45%
Northern Trust
82
Northern Trust
Illinois
$18.3M +$3.47M +101,510 +28%
CCMIC
83
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$17.3M +$15.2M +444,034 New
LM
84
Luminus Management
Texas
$16.4M -$12M -350,600 -45%
BC
85
Bartlett & Co
Ohio
$15.4M -$857K -25,085 -6%
Wells Fargo
86
Wells Fargo
California
$14.9M +$1.87M +54,587 +17%
Credit Agricole
87
Credit Agricole
France
$14.1M -$4.67M -136,803 -27%
GIBU
88
Gulf International Bank (UK)
United Kingdom
$14M +$872K +25,532 +10%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$13.6M -$1.51M -44,258 -11%
AWCI
90
Alpine Woods Capital Investors
New York
$13.6M -$1.02M -30,000 -8%
TAM
91
TPH Asset Management
Texas
$13.4M -$471K -13,779 -4%
JP Morgan Chase
92
JP Morgan Chase
New York
$12.3M -$5.72M -167,376 -35%
VFM
93
Viking Fund Management
North Dakota
$12.1M +$2.73M +80,000 +35%
DMIC
94
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12M +$17.2K +502 +0.2%
SI
95
Sprott Inc
Ontario, Canada
$12M
UBS Group
96
UBS Group
Switzerland
$11.9M +$420K +12,283 +4%
CI
97
Capital International
California
$11.9M +$989K +28,950 +11%
Morgan Stanley
98
Morgan Stanley
New York
$11.2M -$7.69M -225,143 -44%
WCA
99
Waratah Capital Advisors
Ontario, Canada
$10.3M -$5.5M -160,854 -38%
AG
100
Aperio Group
California
$9.88M +$4.76M +139,329 +122%

ENB Hedge Fund Activity: Q1 2016 in Review

316 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2016, worth a combined $25B — up 32% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENB positions and 29 closed out — a net gain of 8 holders — while 135 added to existing stakes and 98 trimmed.

The largest buyer was Capital World Investors, adding an estimated $496M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $132M sold.

  • 316 institutional investors held Enbridge (ENB) as of Q1 2016, up from 310 in Q4 2015.
  • Funds reported $25B of Enbridge stock for Q1 2016, up 32% quarter-over-quarter.
  • 37 funds opened new Enbridge positions in Q1 2016 and 29 closed out, a net change of +8 holders.
  • The largest Enbridge buyer in Q1 2016 was Capital World Investors, an estimated $496M added.
  • The largest Enbridge seller in Q1 2016 was Mackenzie Financial, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2016.