Enerflex
EFXT
82 hedge funds and large institutions have $335M invested in Enerflex in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
8% more funds holding
Funds holding: 76 → 82 (+6)
2.65% more ownership
Funds ownership: 44.43% → 47.08% (+2.6%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
11% less capital invested
Capital invested by funds: $376M → $335M (-$40.6M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $114K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.1M |
| 2 |
NAM
NewGen Asset Management
Toronto,
Ontario, Canada
|
+$12.3M |
| 3 |
PIC
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
+$5.93M |
| 4 |
HP
Hartree Partners
New York
|
+$2.18M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRAIM
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
|
-$5.61M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$4.6M |
| 3 |
MCM
Moerus Capital Management
New York
|
-$3.21M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$2.62M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
Gradient Investments
Arden Hills,
Minnesota
| $2.34K | +$2.74K | +408 | New |
|
77
Wells Fargo
San Francisco,
California
| $1.39K | – | – | – |
|
78
Citigroup
New York
| $1.23K | +$1.43K | +213 | New |
|
|
OP
79
ORG Partners
Roanoke,
Indiana
| $580 | – | – | – |
|
80
BlackRock
New York
| $275 | – | – | – |
|
|
LCM
81
Lynwood Capital Management
Toronto,
Ontario, Canada
| – | -$1.53M | -225,000 | Closed |
|
82
JP Morgan Chase
New York
| – | -$671K | -98,371 | Closed |
|
83
D.E. Shaw & Co
New York
| – | -$662K | -97,271 | Closed |
|
84
Northern Trust
Chicago,
Illinois
| – | -$233K | -34,103 | Closed |
|
|
SIA
85
Soltis Investment Advisors
St. George,
Utah
| – | -$68.2K | -10,000 | Closed |
|
86
Lazard Asset Management
New York
| – | -$4K | -688 | Closed |
|
87
Group One Trading
Chicago,
Illinois
| – | -$1.08K | -159 | Closed |
|
EFXT Hedge Fund Activity: Q3 2023 in Review
82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enerflex (EFXT) for Q3 2023, worth a combined $335M — down 11% from $376M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EFXT positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $18.1M. The largest seller was Scheer Rowlett & Associates Investment Management, cutting an estimated $5.61M.
- 82 institutional investors held Enerflex (EFXT) as of Q3 2023, up from 76 in Q2 2023.
- Funds reported $335M of Enerflex stock for Q3 2023, down 11% quarter-over-quarter.
- 14 funds opened new Enerflex positions in Q3 2023 and 7 closed out, a net change of +7 holders.
- The largest Enerflex buyer in Q3 2023 was Royal Bank of Canada, an estimated $18.1M added.
- The largest Enerflex seller in Q3 2023 was Scheer Rowlett & Associates Investment Management, an estimated $5.61M sold.
Based on aggregated 13F filings for Q3 2023.