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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
BFA
1101
Brendel Financial Advisors
New Hampshire
-$1.99M -49,746 Closed
ICA
1102
Infrastructure Capital Advisors
New York
-$1.64M -40,891 Closed
AAS
1103
Avantax Advisory Services
Texas
-$1.6M -40,034 Closed
AWC
1104
Abundance Wealth Counselors
Pennsylvania
-$1.44M -35,959 Closed
DT
1105
Diversified Trust
Tennessee
-$1.23M -30,619 Closed
AWM
1106
Aevitas Wealth Management
Massachusetts
-$1.21M -30,087 Closed
EWA
1107
ERTS Wealth Advisors
Michigan
-$1.06M -26,437 Closed
FC
1108
FORA Capital
Florida
-$1.03M -25,792 Closed
Acadian Asset Management
1109
Acadian Asset Management
Massachusetts
-$996K -24,872 Closed
MSA
1110
Marino Stram & Associates
Massachusetts
-$870K -21,723 Closed
LA
1111
Latitude Advisors
Florida
-$823K -20,563 Closed
Verition Fund Management
1112
Verition Fund Management
Connecticut
-$710K -18,006 Closed
Walleye Capital
1113
Walleye Capital
New York
-$703 -17,554 Closed
SEC
1114
Seven Eight Capital
New York
-$680K -16,994 Closed
BC
1115
Bridgefront Capital
Texas
-$640K -15,996 Closed
SDAM
1116
Shulman DeMeo Asset Management
New York
-$611K -15,270 Closed
PWM
1117
PRW Wealth Management
Massachusetts
-$569K -14,201 Closed
EFS
1118
Essex Financial Services
Connecticut
-$513K -12,803 Closed
JWCA
1119
J.W. Cole Advisors
Florida
-$506K -12,635 Closed
FTA
1120
Financial & Tax Architects
Missouri
-$420K -10,490 Closed
EFSCE
1121
Enterprise Financial Services Corp (EFSC)
Missouri
-$407K -10,177 Closed
SFA
1122
Sequoia Financial Advisors
Ohio
-$393K -9,818 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1123
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$372K -9,300 Closed
EWA
1124
Encompass Wealth Advisors
Oregon
-$371K -9,271 Closed
ARC
1125
Advisor Resource Council
Texas
-$368K -9,196 Closed

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.