We are live on ! Find out more
ENB icon

Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1051
First Command Bank
Texas
$12K
FCFS
1052
First Command Financial Services
Texas
$12K
SWA
1053
SOA Wealth Advisors
New York
$12K
LWP
1054
Lumature Wealth Partners
Georgia
$12K +$3.21K +83 +38%
ETI
1055
Enterprise Trust & Investment
California
$12K +$11.4K +295 New
EWM
1056
Evermay Wealth Management
Virginia
$12K +$11.5K +296 New
CDIA
1057
Capital Directions Investment Advisors
Georgia
$12K +$11.6K +300 New
CP
1058
Corbenic Partners
Pennsylvania
$12K +$11.7K +302 New
TF
1059
TimeScale Financial
Massachusetts
$11K
WWM
1060
Wolff Wiese Magana
California
$11K +$2.4K +62 +28%
CPWM
1061
Cypress Point Wealth Management
Texas
$11K +$10.6K +275 New
SWM
1062
Selective Wealth Management
Virginia
$10K -$24.7K -637 -72%
WLPWM
1063
Walled Lake Planning & Wealth Management
Illinois
$10K
IFAM
1064
Institutional & Family Asset Management
Colorado
$10K +$3.75K +97 +64%
AP
1065
Atwood & Palmer
Missouri
$9K -$44.7K -1,154 -84%
TAM
1066
Tucker Asset Management
Colorado
$8.97K
CFO
1067
CVA Family Office
Colorado
$8K
HWM
1068
Holloway Wealth Management
Florida
$8K
HFA
1069
Hoover Financial Advisors
Pennsylvania
$8K
SFP
1070
Sterling Financial Planning
New Jersey
$8K
BCA
1071
Berman Capital Advisors
Georgia
$8K +$1.97K +51 +33%
Optiver Holding
1072
Optiver Holding
Netherlands
$8K +$7.74K +200 New
SQA
1073
Simon Quick Advisors
New Jersey
$7K -$70.4K -1,820 -91%
PWMG
1074
Prestige Wealth Management Group
New Jersey
$7K -$6.58K -170 -48%
YAL
1075
Your Advocates Ltd
Texas
$7K

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.