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Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
1001
Raab & Moskowitz Asset Management
New Jersey
$36K +$34.3K +918 New
FRA
1002
Front Row Advisors
California
$34K
RIA
1003
Realta Investment Advisors
Delaware
$33K -$1.83K -49 -5%
BAM
1004
Bellevue Asset Management
Washington
$33K +$30.6K +819 New
TFA
1005
Tobias Financial Advisors
Florida
$33K +$31.1K +833 New
GEA
1006
Glen Eagle Advisors
New Jersey
$32.6K +$3.73K +100 +14%
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$32K -$11.2K -300 -27%
1NWS
1008
1 North Wealth Services
Maryland
$31K +$25.4K +681 +625%
AWM
1009
Avior Wealth Management
Nebraska
$31K +$27.4K +733 +1,047%
CCA
1010
Column Capital Advisors
Indiana
$30K +$28.6K +767 New
GAM
1011
Gemmer Asset Management
California
$28K -$672 -18 -2%
LF
1012
Lee Financial
Texas
$28K +$7.51K +201 +40%
CFFP
1013
Center for Financial Planning
Michigan
$28K +$26K +695 New
SAM
1014
S.A. Mason
Michigan
$28K +$26K +695 New
MF
1015
Manchester Financial
California
$28K +$26.1K +700 New
FCB
1016
First Command Bank
Texas
$27K
FCFS
1017
First Command Financial Services
Texas
$27K
GWMIA
1018
Global Wealth Management Investment Advisory
Florida
$27K +$25K +670 New
ATC
1019
Adirondack Trust Company
New York
$26K
EWM
1020
EPG Wealth Management
Georgia
$26K +$24.2K +649 New
GFPC
1021
Global Financial Private Client
Florida
$24.6K +$23.1K +618 New
AIP
1022
Ameritas Investment Partners
Nebraska
$23K
JWA
1023
JFS Wealth Advisors
Pennsylvania
$23K
HGWM
1024
Harvest Group Wealth Management
Massachusetts
$22K
FWM
1025
FSA Wealth Management
Massachusetts
$21K +$20.1K +537 New

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.