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Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1051
Archer Investment Corporation
Indiana
$13K
SIC
1052
Samalin Investment Counsel
New York
$13K +$12.5K +334 New
BEI
1053
Benjamin Edwards Inc
Missouri
$12K +$149 +4 +1%
WCM
1054
Wealthcare Capital Management
Virginia
$12K +$6.24K +167 +124%
PCA
1055
Peddock Capital Advisors
Massachusetts
$12K +$11K +295 New
SC
1056
Steph & Co
Wisconsin
$12K +$11K +295 New
CAL
1057
Capital Analysts LLC
Pennsylvania
$10K -$7.36K -197 -44%
LFG
1058
LifePlan Financial Group
Ohio
$10K
TF
1059
TimeScale Financial
Massachusetts
$10K
TF
1060
Tompkins Financial
New York
$10K
WLPWM
1061
Walled Lake Planning & Wealth Management
Illinois
$10K +$9.67K +259 New
BWM
1062
Baystate Wealth Management
Massachusetts
$9K -$75 -2 -0.9%
AP
1063
Atwood & Palmer
Missouri
$9K
BCM
1064
Blume Capital Management
California
$9K
GWS
1065
Glassman Wealth Services
Virginia
$9K +$8.18K +219 New
GDP
1066
Great Diamond Partners
Maine
$9K +$9.19K +246 New
HWM
1067
Holloway Wealth Management
Florida
$8K
ACM
1068
Anfield Capital Management
California
$8K +$6.87K +184 New
AWA
1069
Arkadios Wealth Advisors
Georgia
$7.08K +$6.28K +168 New
PWMG
1070
Prestige Wealth Management Group
New Jersey
$7K
BRC
1071
Bell Rock Capital
Delaware
$7K +$37 +1 +0.6%
BBA
1072
Braun-Bostich & Associates
Pennsylvania
$7K +$6.87K +184 New
HF
1073
Halpern Financial
Virginia
$6.96K +$6.54K +175 New
HR
1074
Howe & Rusling
New York
$6K
IAS
1075
IMA Advisory Services
Colorado
$6K

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.