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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1001
Morse Asset Management
Connecticut
-$202K -6,251 Closed
Fisher Asset Management
1002
Fisher Asset Management
Washington
-$202K -6,250 Closed
SSG
1003
Summit Securities Group
New York
-$201K -6,234 Closed
CPSAC
1004
Chas P. Smith & Associates (CPS)
Florida
-$201K -6,216 Closed
MPIA
1005
Mountain Pacific Investment Advisers
Idaho
-$154K -4,755 Closed
GP
1006
Girard Partners
Pennsylvania
-$116K -3,608 Closed
LA
1007
Legacy Advisors
Pennsylvania
-$115K -3,564 Closed
MWPCG
1008
Measured Wealth Private Client Group
New Hampshire
-$101K -3,131 Closed
KJWM
1009
Kiley Juergens Wealth Management
Washington
-$58K -1,825 Closed
Parallax Volatility Advisers
1010
Parallax Volatility Advisers
California
-$55K -1,689 Closed
WVP
1011
Worth Venture Partners
New Jersey
-$51K -1,590 Closed
BA
1012
Ballew Advisors
Mississippi
-$34K -1,094 Closed
PAMG
1013
Patton Albertson Miller Group
Tennessee
-$31K -984 Closed
CAG
1014
Csenge Advisory Group
Florida
-$28K -874 Closed
TPWA
1015
TRUE Private Wealth Advisors
Oregon
-$27.3K -845 Closed
CWSR
1016
Chessman Wealth Strategies RIA
Texas
-$26K -794 Closed
PWAG
1017
Polaris Wealth Advisory Group
California
-$24K -757 Closed
RMAM
1018
Raab & Moskowitz Asset Management
New Jersey
-$22K -688 Closed
IP
1019
Isthmus Partners
Wisconsin
-$21K -652 Closed
VEA
1020
Virtus ETF Advisers
New York
-$20K -608 Closed
ML
1021
McAdam LLC
Pennsylvania
-$20K -606 Closed
AAIM
1022
Asset Advisors Investment Management
Georgia
-$16K -510 Closed
TC
1023
Trilogy Capital
California
-$16K -492 Closed
MWM
1024
MinichMacGregor Wealth Management
New York
-$13K -418 Closed
SWMG
1025
Signature Wealth Management Group
Georgia
-$12K -386 Closed

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.