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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
TAM
1051
Tucker Asset Management
Colorado
$9.38K
IFAM
1052
Institutional & Family Asset Management
Colorado
$9K -$513 -13 -5%
BCA
1053
Berman Capital Advisors
Georgia
$9K +$1.3K +33 +16%
SAM
1054
Strategic Asset Management
Minnesota
$9K +$9.15K +232 New
HWM
1055
Holloway Wealth Management
Florida
$8K
SFP
1056
Sterling Financial Planning
New Jersey
$8K
TWP
1057
TFO Wealth Partners
Ohio
$8K +$7.89K +200 New
SQA
1058
Simon Quick Advisors
New Jersey
$7K
YAL
1059
Your Advocates Ltd
Texas
$7K
AWM
1060
Avior Wealth Management
Nebraska
$7K +$4.69K +119 +192%
BC
1061
Burleson & Co
California
$6K
CHC
1062
City Holding Co
West Virginia
$6K
CFO
1063
CVA Family Office
Colorado
$6K
IAS
1064
IMA Advisory Services
Colorado
$6K
IF
1065
Ironwood Financial
Arizona
$6K
SSC
1066
Syverson Strege & Co
Iowa
$6K +$79 +2 +1%
MMG
1067
Monetary Management Group
Missouri
$6K +$5.8K +147 New
BHWM
1068
Bay Harbor Wealth Management
Maryland
$5K -$21.1K -534 -82%
HR
1069
Howe & Rusling
New York
$5K
TI
1070
Truehand Inc
New Hampshire
$5K
EW
1071
Evoke Wealth
California
$5K +$3.63K +92 +177%
AIP
1072
Ameritas Investment Partners
Nebraska
$4K +$39 +1 +0.8%
PO
1073
Private Ocean
California
$4K +$3.59K +91 New
EIM
1074
Essex Investment Management
Massachusetts
$3K
FMP
1075
Financial Management Professionals
Texas
$3K

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.