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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$6.68M -$1.15M -37,824 -15%
VPI
202
Value Partners Investments
Manitoba, Canada
$6.56M -$1.52M -50,125 -20%
TPM
203
Triasima Portfolio Management
Quebec, Canada
$6.5M +$6.18M +203,291 New
PMG
204
ProVise Management Group
Florida
$6.48M -$104K -3,434 -2%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$6.41M +$180K +5,930 +3%
PIC
206
PCJ Investment Counsel
Ontario, Canada
$6.18M +$412K +13,550 +8%
GAM
207
Guinness Asset Management
United Kingdom
$6.13M -$636K -20,900 -10%
HM
208
Heronetta Management
New York
$6.08M
EAM
209
Eagle Asset Management
Florida
$6.04M +$5.75M +188,940 New
DZ Bank
210
DZ Bank
Germany
$6.02M +$4.24M +139,504 +286%
TYCC
211
Texas Yale Capital Corp
Florida
$5.93M -$298K -9,796 -5%
SBWIC
212
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.87M -$338K -11,109 -6%
CG
213
Colony Group
Massachusetts
$5.78M -$489K -16,077 -8%
CB
214
Commerce Bank
Missouri
$5.77M +$4.01M +131,790 +272%
AMG
215
Advisors Management Group
Wisconsin
$5.67M -$27.3K -896 -0.5%
Comerica Bank
216
Comerica Bank
Texas
$5.6M +$21K +690 +0.4%
SEI Investments
217
SEI Investments
Pennsylvania
$5.58M +$378K +12,412 +8%
MWNA
218
Marshall Wace North America
New York
$5.54M -$8.22M -270,202 -61%
DADC
219
D.A. Davidson & Co
Montana
$5.53M -$465K -15,275 -8%
GP
220
Greenline Partners
New York
$5.5M +$5.23M +172,035 New
VFM
221
Viking Fund Management
North Dakota
$5.5M +$5.05M +166,000 +2,767%
MHC
222
Meyer Handelman Company
New York
$5.48M -$45.6K -1,500 -0.9%
SI
223
Stephens Inc
Arkansas
$5.46M -$563K -18,514 -10%
SFA
224
Semmax Financial Advisors
North Carolina
$5.39M +$144K +4,723 +3%
CP
225
Cumberland Partners
Ontario, Canada
$5.19M +$665K +21,855 +16%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.