We are live on ! Find out more
ENB icon

Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$7.5M +$6.48M +184,229 +839%
GAM
202
Guinness Asset Management
United Kingdom
$7.38M +$394K +11,200 +6%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$7.28M -$310K -8,828 -4%
SFA
204
Semmax Financial Advisors
North Carolina
$7.12M +$953K +27,119 +16%
PIC
205
PCJ Investment Counsel
Ontario, Canada
$6.98M -$52.4K -1,490 -0.8%
HM
206
Heronetta Management
New York
$6.84M
CG
207
Colony Group
Massachusetts
$6.8M +$222K +6,305 +3%
SBWIC
208
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.75M +$73.3K +2,086 +1%
CP
209
Cumberland Partners
Ontario, Canada
$6.72M +$771K +21,945 +13%
CA
210
Callahan Advisors
Texas
$6.67M +$1.92M +54,606 +42%
KJHP
211
K.J. Harrison & Partners
Ontario, Canada
$6.63M +$2.01M +57,272 +46%
DADC
212
D.A. Davidson & Co
Montana
$6.62M +$321K +9,136 +5%
MHC
213
Meyer Handelman Company
New York
$6.51M +$273K +7,755 +5%
GP
214
Greenline Partners
New York
$6.49M +$216K +6,155 +4%
AMG
215
Advisors Management Group
Wisconsin
$6.4M -$46.4K -1,319 -0.7%
CB
216
Commerce Bank
Missouri
$6.37M -$181K -5,151 -3%
Comerica Bank
217
Comerica Bank
Texas
$6.36M +$348K +9,888 +6%
TYCC
218
Texas Yale Capital Corp
Florida
$6.33M -$411K -11,679 -6%
VFM
219
Viking Fund Management
North Dakota
$6.08M -$176K -5,000 -3%
SEI Investments
220
SEI Investments
Pennsylvania
$5.98M -$326K -9,279 -5%
OAM
221
Oppenheimer Asset Management
New York
$5.93M +$4.72M +134,404 +472%
California Public Employees Retirement System
222
California Public Employees Retirement System
California
$5.87M
OPTFSNA
223
Old Point Trust & Financial Services N A
Virginia
$5.8M +$60.6K +1,725 +1%
SIS
224
Sound Income Strategies
Florida
$5.76M +$1.55M +44,148 +39%
ISL
225
Ingalls & Snyder LLC
New York
$5.66M -$125K -3,553 -2%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.