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EFXT

Enerflex

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

8% more funds holding

Funds holding: 7682 (+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

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
25
Reduced
26
Closed
7
Calls
Puts
$114K
Net Calls
-$114K
Net Calls Change
-$111K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Canoe Financial
Alberta, Canada
$57.1M -$541K -80,510 -0.8%
CTC
2
Chai Trust Company
Illinois
$47.7M
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$39.7M -$4.6M -684,000 -9%
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$39.6M -$311K -46,355 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.6M +$18.1M +2,692,188 +168%
MCM
6
Moerus Capital Management
New York
$16.9M -$3.21M -477,644 -14%
NAM
7
NewGen Asset Management
Ontario, Canada
$10.5M +$12.3M +1,836,200 New
BAM
8
Burgundy Asset Management
Ontario, Canada
$10.3M -$2.62M -390,353 -18%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$7.59M -$82.1K -12,220 -0.9%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$7.36M -$195K -28,970 -2%
PIC
11
PCJ Investment Counsel
Ontario, Canada
$6.58M +$5.93M +882,220 +334%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.11M +$1.43M +213,300 +25%
SRAIM
13
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$6M -$5.61M -835,578 -44%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$5.47M +$602K +89,648 +10%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$5.1M +$1.17M +173,601 +24%
CSCSIM
16
Clear Sky Carbon Solutions Investment Management
Texas
$4.58M -$686K -102,059 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.02M -$1.78M -264,600 -28%
Morgan Stanley
18
Morgan Stanley
New York
$3.56M -$188K -27,959 -4%
AF
19
Aegis Financial
Virginia
$3.18M
TD Asset Management
20
TD Asset Management
Ontario, Canada
$2.68M -$51.3K -7,640 -2%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$2.19M -$58.1K -8,643 -2%
HP
22
Hartree Partners
New York
$1.87M +$2.18M +325,000 New
QC
23
Quadrature Capital
United Kingdom
$1.78M +$1.2M +177,900 +136%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.51M +$32.9K +4,900 +2%
Franklin Resources
25
Franklin Resources
California
$1.48M

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.