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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
976
Elm Advisors
California
$7K +$7K +230 New
CFO
977
CVA Family Office
Colorado
$6K
HWM
978
Holloway Wealth Management
Florida
$6K
SQA
979
Simon Quick Advisors
New Jersey
$6K
YAL
980
Your Advocates Ltd
Texas
$6K
BEI
981
Benjamin Edwards Inc
Missouri
$6K +$91 +3 +2%
EIP
982
Ellis Investment Partners
Pennsylvania
$6K +$122 +4 +2%
WWM
983
Wolff Wiese Magana
California
$6K +$5.72K +188 New
HR
984
Howe & Rusling
New York
$5K
IAS
985
IMA Advisory Services
Colorado
$5K
IF
986
Ironwood Financial
Arizona
$5K
OIA
987
Optimum Investment Advisors
Illinois
$5K
SFPG
988
Stonebridge Financial Planning Group
Florida
$5K +$30 +1 +0.6%
MMG
989
Monetary Management Group
Missouri
$5K +$4.47K +147 New
TI
990
Truehand Inc
New Hampshire
$4K
RWG
991
Regal Wealth Group
California
$4K +$30 +1 +0.9%
IA
992
Inspire Advisors
Idaho
$4K +$3.35K +110 New
MIM
993
Merrion Investment Management
New Jersey
$4K +$3.74K +123 New
ADIM
994
Alpha DNA Investment Management
Maryland
$4K +$4.08K +134 New
SSC
995
Syverson Strege & Co
Iowa
$4K +$4.08K +134 New
TWA
996
TCI Wealth Advisors
Arizona
$3K -$5.23K -172 -67%
CCM
997
Copeland Capital Management
Pennsylvania
$3K
EIM
998
Essex Investment Management
Massachusetts
$3K
AIP
999
Ameritas Investment Partners
Nebraska
$3K +$30 +1 +0.9%
BCA
1000
Berman Capital Advisors
Georgia
$3K +$2.16K +71 +309%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.