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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1001
Atlas Capital Advisors
Wyoming
$29.7K +$9.37K +242 +48%
AA
1002
AlphaMark Advisors
Kentucky
$29K
LC
1003
Lindbrook Capital
California
$29K
CC
1004
Corsicana & Co
Texas
$29K +$28.4K +734 New
HFS
1005
Horizon Financial Services
North Carolina
$28K -$6.77K -175 -20%
CFFP
1006
Center for Financial Planning
Michigan
$28K
SAM
1007
S.A. Mason
Michigan
$28K
BAM
1008
Bellevue Asset Management
Washington
$27K -$2.21K -57 -8%
SN
1009
Sittner & Nelson
Oregon
$27K
MAM
1010
Meeder Asset Management
Ohio
$27K +$7K +181 +37%
BHWM
1011
Bay Harbor Wealth Management
Maryland
$26K -$38.5K -996 -60%
TFO
1012
Tarbox Family Office
California
$26K -$1.01K -26 -4%
BAM
1013
Barrett Asset Management
New York
$26K
GAM
1014
Gemmer Asset Management
California
$26K
IP
1015
Isthmus Partners
Wisconsin
$26K +$25.2K +652 New
FHC
1016
First Horizon Corporation
Tennessee
$25K
CWA
1017
Clearview Wealth Advisors
Oregon
$25K +$271 +7 +1%
APWA
1018
Atlas Private Wealth Advisors
New Jersey
$25K +$5.88K +152 +33%
PWA
1019
Phoenix Wealth Advisors
North Carolina
$24K
PFA
1020
Professional Financial Advisors
Nebraska
$24K
SFSIG
1021
San Francisco Sentry Investment Group
California
$24K
HS
1022
Horan Securities
United States
$24K +$12.8K +331 +123%
PCA
1023
Providence Capital Advisors
North Carolina
$23K -$193 -5 -0.9%
CAGAS
1024
Capital Advisory Group Advisory Services
Minnesota
$23K
JWA
1025
JFS Wealth Advisors
Pennsylvania
$23K

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.