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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1051
NuWave Investment Management
New Jersey
-$94K -3,220 Closed
CHAM
1052
Clear Harbor Asset Management
Connecticut
-$92.8K -3,177 Closed
TAIM
1053
TD Ameritrade Investment Management
Nebraska
-$91K -3,131 Closed
SC
1054
SouthState Corp
Florida
-$88K -3,019 Closed
BBL
1055
Beck Bode LLC
Massachusetts
-$86K -2,949 Closed
SIA
1056
SeaBridge Investment Advisors
New Jersey
-$80K -2,727 Closed
MRCM
1057
M&R Capital Management
New Jersey
-$73K -2,501 Closed
HCA
1058
Horan Capital Advisors
Ohio
-$64K -2,177 Closed
PCWA
1059
Pacific Capital Wealth Advisors
California
-$63K -2,148 Closed
PWM
1060
Provident Wealth Management
Tennessee
-$45K -1,549 Closed
FC
1061
FORA Capital
Florida
-$37K -1,281 Closed
JWM
1062
Jeppson Wealth Management
California
-$15K -500 Closed
MHR
1063
Matthew Hamilton Rosenberg
-$15K -500 Closed
GWMIA
1064
Global Wealth Management Investment Advisory
Florida
-$15K -498 Closed
HFA
1065
HC Financial Advisors
California
-$14K -476 Closed
AA
1066
Advisory Alpha
Michigan
-$13K -447 Closed
BWM
1067
BNC Wealth Management
Oregon
-$12K -402 Closed
CPW
1068
Catalyst Private Wealth
California
-$10K -356 Closed
PFWA
1069
Paces Ferry Wealth Advisors
Georgia
-$10K -337 Closed
TPWA
1070
TRUE Private Wealth Advisors
Oregon
-$4K -158 Closed
SFSIG
1071
San Francisco Sentry Investment Group
California
-$3K -97 Closed
RA
1072
Rational Advisors
New York
-$3K -87 Closed
NIC
1073
Northwest Investment Counselors
Oregon
-$2K -84 Closed
BC
1074
Barnett & Company
Tennessee
-$2K -83 Closed
WCG
1075
Weaver Consulting Group
California
-$2K -78 Closed

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.