We are live on ! Find out more
ENB icon

Enbridge

305 hedge funds and large institutions have $24.1B invested in Enbridge in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $21.1M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

25% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 100

6% more capital invested

Capital invested by funds: $22.7B → $24.1B (+$1.39B)

2% more funds holding

Funds holding: 299305 (+6)

1.08% more ownership

Funds ownership: 62.85%63.93% (+1.1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
305
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
35
Increased
125
Reduced
100
Closed
27
Calls
$94.9M
Puts
$21.1M
Net Calls
+$73.8M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TIP
101
Torray Investment Partners
Maryland
$10M +$4.4M +102,025 +86%
Northern Trust
102
Northern Trust
Illinois
$9.92M +$381K +8,835 +4%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$9.53M -$3.14M -72,787 -26%
GCAC
104
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.35M +$148K +3,426 +2%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$9.02M +$8.56M +198,300 New
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.66M +$55.7K +1,290 +0.7%
Wells Fargo
107
Wells Fargo
California
$7.86M -$558K -12,934 -7%
AllianceBernstein
108
AllianceBernstein
Tennessee
$7.77M +$2.11M +48,823 +40%
FLII
109
First Long Island Investors
New York
$7.58M +$1.66M +38,455 +30%
BA
110
BlackRock Advisors
Delaware
$7.38M
TCM
111
Tetrem Capital Management
Manitoba, Canada
$7.27M -$20.5M -474,749 -77%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$7.16M -$940K -21,770 -12%
PAMP
113
Polar Asset Management Partners
Ontario, Canada
$7.05M +$6.69M +155,000 New
CPP
114
Crow Point Partners
Massachusetts
$6.83M +$6.48M +150,000 New
BC
115
Brookfield Corp
Ontario, Canada
$6.75M
Capital Research Global Investors
116
Capital Research Global Investors
California
$6.4M +$820K +19,000 +16%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$6.4M +$134K +3,095 +2%
WRF
118
Waddell & Reed Financial
Kansas
$6.35M +$71.2K +1,650 +1%
WCM
119
Wisconsin Capital Management
Wisconsin
$6.34M +$15.3K +355 +0.3%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$6.29M
GXMC
121
Global X Management Company
New York
$6.03M +$3.62M +83,846 +172%
AG
122
Aperio Group
California
$5.89M +$5.59M +129,424 New
BPBT
123
Boston Private Bank & Trust
Massachusetts
$5.7M +$567K +13,138 +12%
WI
124
WBI Investments
New Jersey
$5.69M -$694K -16,064 -11%
Axa
125
Axa
France
$5.53M +$413K +9,566 +9%

ENB Hedge Fund Activity: Q1 2014 in Review

305 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2014, worth a combined $24.1B — up 6.1% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ENB positions and 27 closed out — a net gain of 8 holders — while 125 added to existing stakes and 100 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 305 institutional investors held Enbridge (ENB) as of Q1 2014, up from 299 in Q4 2013.
  • Funds reported $24.1B of Enbridge stock for Q1 2014, up 6.1% quarter-over-quarter.
  • 35 funds opened new Enbridge positions in Q1 2014 and 27 closed out, a net change of +8 holders.
  • The largest Enbridge buyer in Q1 2014 was Wellington Management Group, an estimated $308M added.
  • The largest Enbridge seller in Q1 2014 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2014.