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ERF

Enerplus Corporation

Delisted

ERF was delisted on the 30th of May, 2024.

193 hedge funds and large institutions have $1.66B invested in Enerplus Corporation in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $6.22M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

21% more capital invested

Capital invested by funds: $1.37B → $1.66B (+$294M)

2% more funds holding

Funds holding: 190193 (+3)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

Holders
193
Holders Change
+3
Holders Change %
+1.58%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
59
Reduced
57
Closed
24
Calls
$13.2M
Puts
$6.22M
Net Calls
+$7.03M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$20.2M +$7.2M +599,673 +60%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$18.7M +$62.4K +5,194 +0.4%
LM
28
Lincluden Management
Ontario, Canada
$18.1M -$972K -80,935 -5%
Morgan Stanley
29
Morgan Stanley
New York
$15.2M -$9.71M -808,260 -40%
HIM
30
Hillsdale Investment Management
Ontario, Canada
$14.8M +$1.68M +139,500 +13%
PCM
31
Penn Capital Management
Pennsylvania
$13M +$12.3M +1,026,891 New
SCM
32
SIR Capital Management
New York
$11.9M +$1.5M +124,699 +15%
UBS Group
33
UBS Group
Switzerland
$11M +$501K +41,724 +5%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$10.9M -$686K -57,118 -6%
CCP
35
Caymus Capital Partners
Texas
$9.99M -$6.86M -571,400 -42%
Ameriprise
36
Ameriprise
Minnesota
$9.12M -$11.9K -990 -0.1%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$9.04M +$141K +11,709 +2%
Franklin Resources
38
Franklin Resources
California
$8.72M -$305K -25,381 -4%
BA
39
Boston Advisors
Massachusetts
$8.11M +$1.61M +134,165 +26%
Northern Trust
40
Northern Trust
Illinois
$7.93M -$103K -8,602 -1%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.82M -$2.83M -235,800 -28%
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$7.53M +$4.84M +402,707 +207%
Macquarie Group
43
Macquarie Group
Australia
$7.41M +$1.81M +151,000 +35%
AllianceBernstein
44
AllianceBernstein
Tennessee
$7.11M +$1.76M +146,662 +35%
CS
45
Credit Suisse
Switzerland
$7.03M -$688K -57,253 -9%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$6.97M +$1.52M +126,650 +30%
AC
47
Addenda Capital
Quebec, Canada
$6.77M -$200K -16,655 -3%
JAM
48
JCIC Asset Management
Ontario, Canada
$6.75M +$1.06M +88,040 +20%
RGI
49
River Global Investors
United Kingdom
$6.37M +$182K +15,135 +3%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$6.1M +$5.81M +483,913 New

ERF Hedge Fund Activity: Q2 2018 in Review

193 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enerplus Corporation (ERF) for Q2 2018, worth a combined $1.66B — up 21% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ERF positions and 24 closed out — a net gain of 6 holders — while 59 added to existing stakes and 57 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $35.7M. The largest seller was Mackenzie Financial, cutting an estimated $49.3M.

  • 193 institutional investors held Enerplus Corporation (ERF) as of Q2 2018, up from 190 in Q1 2018.
  • Funds reported $1.66B of Enerplus Corporation stock for Q2 2018, up 21% quarter-over-quarter.
  • 30 funds opened new Enerplus Corporation positions in Q2 2018 and 24 closed out, a net change of +6 holders.
  • The largest Enerplus Corporation buyer in Q2 2018 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $35.7M added.
  • The largest Enerplus Corporation seller in Q2 2018 was Mackenzie Financial, an estimated $49.3M sold.

Based on aggregated 13F filings for Q2 2018.