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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
1101
Acadian Asset Management
Massachusetts
-$172K -5,374 Closed
LAS
1102
Lloyd Advisory Services
Georgia
-$132K -4,132 Closed
ICP
1103
Interchange Capital Partners
Pennsylvania
-$127K -3,973 Closed
APP
1104
Alpha Paradigm Partners
Illinois
-$121K -3,789 Closed
CG
1105
Cutler Group
California
-$127K -3,619 Closed
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
-$49K -1,543 Closed
PWM
1107
Perigon Wealth Management
California
-$44K -1,360 Closed
RWA
1108
Ropes Wealth Advisors
Massachusetts
-$41K -1,274 Closed
TIAM2
1109
Tru Independence Asset Management 2
Oregon
-$35K -1,104 Closed
BWA
1110
Burt Wealth Advisors
Maryland
-$34K -1,076 Closed
AWG
1111
Altus Wealth Group
Colorado
-$32K -1,000 Closed
FFG
1112
Fortem Financial Group
California
-$27K -833 Closed
PCIA
1113
Prime Capital Investment Advisors
Kansas
-$24K -739 Closed
RPWA
1114
Regent Peak Wealth Advisors
Georgia
-$24K -735 Closed
HGWM
1115
Harvest Group Wealth Management
Massachusetts
-$18K -563 Closed
ABC
1116
Associated Banc-Corp
Wisconsin
-$13K -402 Closed
TI
1117
tru Independence
Oregon
-$12 -369 Closed
FPCG
1118
Fort Pitt Capital Group
Pennsylvania
-$9K -295 Closed
PCA
1119
Peddock Capital Advisors
Massachusetts
-$9K -295 Closed
FWM
1120
ForthRight Wealth Management
Georgia
-$9K -283 Closed
MCM
1121
McMillion Capital Management
North Carolina
-$9K -278 Closed
EA
1122
Elm Advisors
California
-$7K -230 Closed
SIAG
1123
Signet Investment Advisory Group
Rhode Island
-$7K -222 Closed
MMG
1124
Monetary Management Group
Missouri
-$5K -147 Closed
CWM
1125
Curi Wealth Management
North Carolina
-$3K -125 Closed

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.