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EFXT

Enerflex

78 hedge funds and large institutions have $327M invested in Enerflex in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more call options, than puts

Call options by funds: $155K | Put options by funds: $5K

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3.04% more ownership

Funds ownership: 41.35%44.38% (+3%)

1% more funds holding

Funds holding: 7778 (+1)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $323M → $327M (+$4.37M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
27
Reduced
26
Closed
8
Calls
$155K
Puts
$5K
Net Calls
+$150K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Canoe Financial
Alberta, Canada
$61.8M +$67.9M +10,374,128 New
CTC
2
Chai Trust Company
Illinois
$49.6M
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$44.3M +$1.16M +177,300 +2%
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$42.3M +$426K +65,025 +0.9%
MCM
5
Moerus Capital Management
New York
$20.4M -$281K -42,973 -1%
BAM
6
Burgundy Asset Management
Ontario, Canada
$13.3M -$2.96M -452,396 -17%
SRAIM
7
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$10.9M -$112K -17,101 -0.9%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$8.07M -$3.3M -503,415 -27%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$7.47M -$435K -66,463 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
10
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.86M +$448K +68,400 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.64M -$316K -48,235 -5%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.23M -$8.4M -1,283,500 -59%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$5.18M -$45.6K -6,966 -0.8%
CSCSIM
14
Clear Sky Carbon Solutions Investment Management
Texas
$4.14M +$1.14M +174,300 +34%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$3.83M -$14.9M -2,279,857 -78%
Morgan Stanley
16
Morgan Stanley
New York
$3.81M +$1.9M +289,464 +83%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$3.48M +$3.65M +556,925 +2,073%
AF
18
Aegis Financial
Virginia
$3.28M +$70.8K +10,811 +2%
HP
19
Hartree Partners
New York
$2.98M +$3.27M +500,000 New
American Century Companies
20
American Century Companies
Missouri
$1.69M +$722K +110,320 +61%
PIC
21
PCJ Investment Counsel
Ontario, Canada
$1.56M +$246K +37,600 +17%
Franklin Resources
22
Franklin Resources
California
$1.55M -$205K -31,294 -11%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.52M -$191K -29,200 -10%
BFM
24
Boothbay Fund Management
New York
$1.27M +$37.9K +5,793 +3%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.23M +$248K +37,873 +22%

EFXT Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enerflex (EFXT) for Q1 2023, worth a combined $327M — up 1.4% from $323M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EFXT positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $3.65M. The largest seller was Hillsdale Investment Management, cutting an estimated $14.9M.

  • 78 institutional investors held Enerflex (EFXT) as of Q1 2023, up from 77 in Q4 2022.
  • Funds reported $327M of Enerflex stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 9 funds opened new Enerflex positions in Q1 2023 and 8 closed out, a net change of +1 holder.
  • The largest Enerflex buyer in Q1 2023 was Fiera Capital (Canada), an estimated $3.65M added.
  • The largest Enerflex seller in Q1 2023 was Hillsdale Investment Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2023.