Enerflex
EFXT
72 hedge funds and large institutions have $271M invested in Enerflex in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 18 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
0.13% less ownership
Funds ownership: 47.08% → 46.94% (-0.13%)
12% less funds holding
Funds holding: 82 → 72 (-10)
19% less capital invested
Capital invested by funds: $335M → $271M (-$64.1M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.61M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$6.38M |
| 3 |
MCM
Moerus Capital Management
New York
|
+$4.89M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.8M |
| 5 |
ClearBridge Investments
New York
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$10.3M |
| 2 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
-$8.91M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$3.81M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.5M |
| 5 |
HP
Hartree Partners
New York
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Two Sigma Investments
New York
| – | -$386K | -67,378 | Closed |
|
77
Two Sigma Advisers
New York
| – | -$339K | -59,144 | Closed |
|
78
Dimensional Fund Advisors
Austin,
Texas
| – | -$319K | -55,626 | Closed |
|
|
VI
79
Versor Investments
New York
| – | -$278K | -48,414 | Closed |
|
|
PI
80
PineBridge Investments
New York
| – | -$310K | -45,770 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$121K | -21,158 | Closed |
|
|
IAIM
82
International Assets Investment Management
Orlando,
Florida
| – | -$152K | -17,599 | Closed |
|
83
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$68.6K | -11,976 | Closed |
|
|
HKAM
84
Horizon Kinetics Asset Management
New York
| – | -$66.8K | -11,655 | Closed |
|
85
Belvedere Trading
Chicago,
Illinois
| – | -$33.9K | -5,920 | Closed |
|
|
GI
86
Gradient Investments
Arden Hills,
Minnesota
| – | -$2.34K | -408 | Closed |
|
87
Citigroup
New York
| – | -$1.23K | -213 | Closed |
|
|
OP
88
ORG Partners
Roanoke,
Indiana
| – | -$580 | -101 | Closed |
|
EFXT Hedge Fund Activity: Q4 2023 in Review
72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enerflex (EFXT) for Q4 2023, worth a combined $271M — down 19% from $335M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EFXT and 8 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 29 added.
The largest buyer was Royal Bank of Canada, adding an estimated $6.61M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $10.3M sold.
- 72 institutional investors held Enerflex (EFXT) as of Q4 2023, down from 82 in Q3 2023.
- Funds reported $271M of Enerflex stock for Q4 2023, down 19% quarter-over-quarter.
- 8 funds opened new Enerflex positions in Q4 2023 and 18 closed out, a net change of -10 holders.
- The largest Enerflex buyer in Q4 2023 was Royal Bank of Canada, an estimated $6.61M added.
- The largest Enerflex seller in Q4 2023 was Burgundy Asset Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2023.