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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
THWM
1151
Taylor Hoffman Wealth Management
Virginia
-$203K -5,581 Closed
SFS
1152
Sowell Financial Services
Arkansas
-$199K -5,010 Closed
ACM
1153
Allred Capital Management
Texas
-$136K -3,743 Closed
WAP
1154
Wealthcare Advisory Partners
Pennsylvania
-$81K -2,214 Closed
CAC
1155
Certified Advisory Corp
Florida
-$77K -2,102 Closed
LWM
1156
Liberty Wealth Management
California
-$62K -1,835 Closed
CL
1157
COWA LLC
Oklahoma
-$64K -1,751 Closed
VBCG
1158
Valley Brook Capital Group
Pennsylvania
-$50K -1,400 Closed
MWP
1159
Meridian Wealth Partners
Pennsylvania
-$42K -1,148 Closed
BAMG
1160
Brand Asset Management Group
Missouri
-$30K -820 Closed
MLFP
1161
MPS Loria Financial Planners
Illinois
-$28K -772 Closed
CCA
1162
Column Capital Advisors
Indiana
-$28K -767 Closed
FA
1163
Fortis Advisors
Pennsylvania
-$18K -500 Closed
MWM
1164
Mascoma Wealth Management
New Hampshire
-$18K -500 Closed
FP
1165
Fiduciary Planning
Florida
-$16K -433 Closed
BCV
1166
Banque Cantonale Vaudoise
Switzerland
-$15K -425 Closed
TCWM
1167
Total Clarity Wealth Management
Illinois
-$13K -353 Closed
PO
1168
Private Ocean
California
-$5K -137 Closed
WCM
1169
Wealthcare Capital Management
Virginia
-$5K -135 Closed
ADIM
1170
Alpha DNA Investment Management
Maryland
-$4K -134 Closed
RWG
1171
Regal Wealth Group
California
-$4K -113 Closed
CWA
1172
Carolina Wealth Advisors
South Carolina
-$4K -109 Closed
PSIWM
1173
Paradigm Strategies in Wealth Management
Minnesota
-$1K -30 Closed

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.