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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
ADIM
1026
Alpha DNA Investment Management
Maryland
$4K
RWG
1027
Regal Wealth Group
California
$4K +$70 +2 +2%
CWA
1028
Carolina Wealth Advisors
South Carolina
$4K +$3.83K +109 New
CCM
1029
Copeland Capital Management
Pennsylvania
$3K
EIM
1030
Essex Investment Management
Massachusetts
$3K
MAWCM
1031
Mine & Arao Wealth Creation & Management
California
$3K
TWA
1032
TCI Wealth Advisors
Arizona
$3K
BNP Paribas Financial Markets
1033
BNP Paribas Financial Markets
France
$2.26K -$620K -17,647 -100%
AIA
1034
Arcadia Investment Advisors
Idaho
$2.08K
BWP
1035
Baldwin Wealth Partners
Massachusetts
$2K
EW
1036
Evoke Wealth
California
$2K
LFG
1037
Larson Financial Group
Missouri
$2K
BWM
1038
Baystate Wealth Management
Massachusetts
$2K +$35 +1 +1%
AWM
1039
Avior Wealth Management
Nebraska
$2K +$422 +12 +24%
BMD
1040
Better Money Decisions
New Mexico
$2K +$1.76K +50 New
CHC
1041
City Holding Co
West Virginia
$1K
DI
1042
Disciplined Investments
Oklahoma
$1K
MA
1043
MCF Advisors
Kentucky
$1K
TIM
1044
Tortoise Investment Management
New York
$1K +$844 +24 New
PSIWM
1045
Paradigm Strategies in Wealth Management
Minnesota
$1K +$1.05K +30 New
MA
1046
MBA Advisors
Pennsylvania
$236 +$227K +6,472 New
BBHC
1047
Brown Brothers Harriman & Co
New York
$221
WIM
1048
Westside Investment Management
California
$28
CCMG
1049
Clark Capital Management Group
Pennsylvania
-$50.6M -1,582,401 Closed
IMCOOI
1050
Investment Management Corp of Ontario (IMCO)
Canada
-$18.9M -592,270 Closed

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.