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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
SWM
176
SVA Wealth Management
Wisconsin
$1.39M +$139K +3,221 +12%
PWW
177
Pettyjohn Wood & White
Virginia
$1.36M -$6.48K -150 -0.5%
AA
178
ALPS Advisors
Colorado
$1.34M +$301K +6,962 +31%
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$1.33M -$17.3K -400 -1%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.29M +$98.9K +2,291 +9%
DL
181
Delta Lloyd
Netherlands
$1.21M -$5.44K -126 -0.5%
BKBG
182
BHF Kleinwort Benson Group
Belgium
$1.18M +$1.55M +36,000 New
LOCC
183
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.17M -$43.2K -1,000 -4%
QI
184
QS Investors
New York
$1.13M
LPL Financial
185
LPL Financial
California
$1.11M +$168K +3,890 +19%
CA
186
Commerzbank Aktiengesellschaft
Germany
$1.08M +$119K +2,754 +13%
CS
187
Credential Securities
$1.07M +$1.01M +23,448 New
WT
188
Wilmington Trust
Delaware
$1.05M +$50.6K +1,172 +5%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$1.02M -$497K -11,511 -34%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$986K +$915K +21,200 New
RHBC
191
R.H. Bluestein & Co
Michigan
$983K
B
192
Baird
Wisconsin
$977K +$30.4K +704 +3%
JAM
193
JCIC Asset Management
Ontario, Canada
$975K -$481K -11,152 -34%
Dimensional Fund Advisors
194
Dimensional Fund Advisors
Texas
$963K +$238K +5,508 +35%
B
195
BancorpSouth
Mississippi
$914K -$15.4K -357 -2%
PI
196
Placemark Investments
Illinois
$887K +$61.8K +1,432 +8%
BIC
197
Beach Investment Counsel
Pennsylvania
$881K +$223K +5,170 +36%
US Bancorp
198
US Bancorp
Minnesota
$846K -$445K -10,312 -36%
HFS
199
HL Financial Services
Kentucky
$834K +$105K +2,424 +15%
CLOS
200
Compagnie Lombard Odier SCmA
Switzerland
$830K +$39.8K +921 +5%

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.