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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1001
Walled Lake Planning & Wealth Management
Illinois
$9K
HC
1002
Hoese & Co
Minnesota
$9K +$8.79K +250 New
TAM
1003
Tucker Asset Management
Colorado
$8.15K
HFA
1004
Hoover Financial Advisors
Pennsylvania
$8K
SFP
1005
Sterling Financial Planning
New Jersey
$8K
VCM
1006
Versant Capital Management
Arizona
$8K
WWM
1007
Wolff Wiese Magana
California
$8K +$1.23K +35 +19%
LWP
1008
Lumature Wealth Partners
Georgia
$8K +$7.63K +217 New
MCM
1009
MV Capital Management
Maryland
$7K -$6.78K -193 -49%
CFO
1010
CVA Family Office
Colorado
$7K
HWM
1011
Holloway Wealth Management
Florida
$7K
TCWA
1012
Ten Capital Wealth Advisors
Washington
$7K
IF
1013
Ironwood Financial
Arizona
$6K
YAL
1014
Your Advocates Ltd
Texas
$6K
SFPG
1015
Stonebridge Financial Planning Group
Florida
$6K +$70 +2 +1%
IFAM
1016
Institutional & Family Asset Management
Colorado
$5K -$47.5K -1,351 -90%
HR
1017
Howe & Rusling
New York
$5K -$703 -20 -12%
IAS
1018
IMA Advisory Services
Colorado
$5K
TI
1019
Truehand Inc
New Hampshire
$5K
SSC
1020
Syverson Strege & Co
Iowa
$5K +$70 +2 +1%
BCA
1021
Berman Capital Advisors
Georgia
$5K +$2.18K +62 +66%
WCM
1022
Wealthcare Capital Management
Virginia
$5K +$4.75K +135 New
PO
1023
Private Ocean
California
$5K +$4.82K +137 New
BC
1024
Burleson & Co
California
$5K +$4.92K +140 New
EIP
1025
Ellis Investment Partners
Pennsylvania
$4K -$2.5K -71 -37%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.