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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1001
Clearview Wealth Advisors
Oregon
$25K +$158 +4 +0.7%
CPC
1002
Consolidated Planning Corp
Georgia
$25K +$24.9K +631 New
VCM
1003
Vigilant Capital Management
Maine
$24K -$22.6K -572 -49%
PWA
1004
Phoenix Wealth Advisors
North Carolina
$24K
PFA
1005
Professional Financial Advisors
Nebraska
$24K
APWA
1006
Atlas Private Wealth Advisors
New Jersey
$24K +$39 +1 +0.2%
AA
1007
AlphaMark Advisors
Kentucky
$23K -$5.92K -150 -21%
JWA
1008
JFS Wealth Advisors
Pennsylvania
$23K -$237 -6 -1%
LPWM
1009
Lake Point Wealth Management
Texas
$23K
PCA
1010
Providence Capital Advisors
North Carolina
$23K +$355 +9 +2%
LF
1011
Lee Financial
Texas
$22K -$25.1K -636 -53%
BAM
1012
Bellevue Asset Management
Washington
$22K -$4.54K -115 -17%
FRA
1013
Front Row Advisors
California
$21K
BU
1014
BBVA USA
Alabama
$20K
EWM
1015
Edge Wealth Management
New York
$20K
TFGT
1016
TS Financial Group (TSFG)
Illinois
$20K
HWA
1017
HHM Wealth Advisors
Tennessee
$20K +$2.88K +73 +17%
Bank Julius Baer & Co
1018
Bank Julius Baer & Co
Switzerland
$20K +$10.7K +272 New
HCP
1019
Hexagon Capital Partners
Arkansas
$20K +$19.7K +500 New
BA
1020
Bellwether Advisors
Nebraska
$20K +$20.6K +522 New
PPWM
1021
PFG Private Wealth Management
Florida
$19K +$19.1K +483 New
ME
1022
McIlrath & Eck
Washington
$18K
RIM
1023
Rockbridge Investment Management
New York
$18K +$1.97K +50 +12%
LFG
1024
Larson Financial Group
Missouri
$18K +$15.5K +393 +624%
FWM
1025
Focused Wealth Management
New York
$17K +$158 +4 +0.9%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.