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EFXT

Enerflex

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.

New
Increased
Maintained
Reduced
Closed

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: 8272 (-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: 43 (-1)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
72
Holders Change
-10
Holders Change %
-12.2%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
29
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Chai Trust Company
Illinois
$40.1M +$1.17M +267,974 +3%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$39.2M +$6.38M +1,464,300 +21%
CF
3
Canoe Financial
Alberta, Canada
$36.5M -$8.91M -2,045,617 -21%
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$32M +$40.9K +9,380 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.1M +$6.61M +1,517,049 +35%
MCM
6
Moerus Capital Management
New York
$18.8M +$4.89M +1,123,103 +38%
NAM
7
NewGen Asset Management
Ontario, Canada
$10.2M +$1.52M +350,000 +19%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$6.12M +$5.62K +1,290 +0.1%
N
9
Nuveen
North Carolina
$5.13M +$4.8M +1,102,518 New
SRAIM
10
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$4.74M -$86.7K -19,914 -2%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$4.54M +$81K +18,597 +2%
PIC
12
PCJ Investment Counsel
Ontario, Canada
$4.36M -$885K -203,320 -18%
CSCSIM
13
Clear Sky Carbon Solutions Investment Management
Texas
$4.3M +$575K +132,059 +17%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.14M -$739K -169,600 -16%
Morgan Stanley
15
Morgan Stanley
New York
$3.94M +$968K +222,162 +36%
AF
16
Aegis Financial
Virginia
$2.56M
ClearBridge Investments
17
ClearBridge Investments
New York
$2.28M +$2.13M +487,947 New
TD Asset Management
18
TD Asset Management
Ontario, Canada
$2.19M +$29.9K +6,862 +1%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$2.18M -$48.6K -11,154 -3%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.13M -$3.5M -803,550 -64%
QC
21
Quadrature Capital
United Kingdom
$1.54M +$103K +23,600 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.43M -$1.69M -389,081 -56%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.14M -$66.6K -15,300 -6%
Goldman Sachs
24
Goldman Sachs
New York
$1.02M +$437K +100,261 +85%
PCM
25
Potomac Capital Management
New York
$1.01M +$942K +216,400 New

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.