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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
201
Beacon Financial Group
Texas
$9.03M +$59.4K +1,506 +0.7%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$9.02M +$125K +3,180 +1%
CA
203
Callahan Advisors
Texas
$8.82M +$1.23M +31,202 +16%
CP
204
Cumberland Partners
Ontario, Canada
$8.59M +$618K +15,678 +8%
Cerity Partners
205
Cerity Partners
New York
$8.28M +$54.1K +1,372 +0.7%
SIS
206
Sound Income Strategies
Florida
$8.08M +$1.02M +25,751 +15%
GP
207
Greenline Partners
New York
$8M +$192K +4,856 +2%
CAN
208
Cetera Advisor Networks
California
$7.95M +$609K +15,433 +8%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$7.79M -$778K -19,735 -9%
HM
210
Heronetta Management
New York
$7.69M +$118K +3,000 +2%
SFA
211
Semmax Financial Advisors
North Carolina
$7.54M -$598K -15,164 -7%
SBWIC
212
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.4M +$19.7K +500 +0.3%
NAM
213
NewGen Asset Management
Ontario, Canada
$7.36M +$1.16M +29,400 +19%
PIC
214
PCJ Investment Counsel
Ontario, Canada
$7.33M -$123K -3,130 -2%
CG
215
Colony Group
Massachusetts
$7.18M -$96.4K -2,444 -1%
CB
216
Commerce Bank
Missouri
$7.16M +$131K +3,310 +2%
OAM
217
Oppenheimer Asset Management
New York
$7.15M +$287K +7,278 +4%
VFM
218
Viking Fund Management
North Dakota
$7.12M +$158K +4,000 +2%
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
$7.11M +$7.03M +178,300 New
CAM
220
ClariVest Asset Management
California
$7.05M +$6.98M +177,010 New
MHC
221
Meyer Handelman Company
New York
$7.03M
DADC
222
D.A. Davidson & Co
Montana
$6.92M +$59.3K +1,504 +0.9%
CCA
223
Catalyst Capital Advisors
New York
$6.88M -$299K -7,593 -4%
TYCC
224
Texas Yale Capital Corp
Florida
$6.85M -$39.6K -1,005 -0.6%
AMG
225
Advisors Management Group
Wisconsin
$6.75M -$102K -2,590 -2%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.