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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
ADL
1026
Asset Dedication LLC
California
$17K +$4.42K +112 +36%
OIA
1027
Optimum Investment Advisors
Illinois
$16K -$5.72K -145 -27%
RAM
1028
Riggs Asset Management
Pennsylvania
$16K
EAM
1029
Eukles Asset Management
Ohio
$15K
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$15K +$2.72K +69 +22%
TCWA
1031
Ten Capital Wealth Advisors
Washington
$14K -$2.96K -75 -17%
PWMG
1032
Prestige Wealth Management Group
New Jersey
$14K +$6.71K +170 +91%
TCWM
1033
Total Clarity Wealth Management
Illinois
$14K +$13.9K +353 New
CAGAS
1034
Capital Advisory Group Advisory Services
Minnesota
$12K -$10.7K -271 -46%
CDIA
1035
Capital Directions Investment Advisors
Georgia
$12K
ETI
1036
Enterprise Trust & Investment
California
$12K
FCB
1037
First Command Bank
Texas
$12K
FCFS
1038
First Command Financial Services
Texas
$12K
LWP
1039
Lumature Wealth Partners
Georgia
$12K
SWA
1040
SOA Wealth Advisors
New York
$12K
WWM
1041
Wolff Wiese Magana
California
$12K +$789 +20 +7%
AP
1042
Atwood & Palmer
Missouri
$12K +$2.96K +75 +34%
SGAM
1043
Smith Group Asset Management
Texas
$11K -$8.76K -222 -44%
TF
1044
TimeScale Financial
Massachusetts
$11K
GKWIM
1045
Gerber Kawasaki Wealth & Investment Management
California
$11K +$11.8K +300 New
AAP
1046
Arax Advisory Partners
Colorado
$10K -$77.5K -1,965 -89%
SWM
1047
Selective Wealth Management
Virginia
$10K
WLPWM
1048
Walled Lake Planning & Wealth Management
Illinois
$10K
TF
1049
Tompkins Financial
New York
$10K +$9.7K +246 New
RA
1050
Rational Advisors
New York
$10K +$10.2K +258 New

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.