We are live on ! Find out more
ERF

Enerplus Corporation

Delisted

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

148 hedge funds and large institutions have $187M invested in Enerplus Corporation in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $497K | Put options by funds: $174K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

4% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 53

22% less funds holding

Funds holding: 189148 (-41)

63% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 60

79% less capital invested

Capital invested by funds: $901M → $187M (-$714M)

Holders
148
Holders Change
-41
Holders Change %
-21.69%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
22
Increased
51
Reduced
53
Closed
60
Calls
$497K
Puts
$174K
Net Calls
+$323K
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$1.24K
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$1K -$10.2M -2,308,670 -100%
JP Morgan Chase
128
JP Morgan Chase
New York
$1K -$29.4K -6,681 -90%
GWM
129
Geneos Wealth Management
Colorado
$1K -$2.45K -557 -29%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$1K -$2.2K -500 -40%
CFN
131
Cordasco Financial Network
Florida
$1K
FWM
132
FSA Wealth Management
Massachusetts
$1K
JFA
133
JNBA Financial Advisors
Minnesota
$1K
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1K +$2.25K +512 New
TWA
135
TCI Wealth Advisors
Arizona
$1K +$2.86K +650 New
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$3.63K +825 New
FP
137
Financial Perspectives
Minnesota
$253
GEA
138
Glen Eagle Advisors
New Jersey
$222
FCH
139
Freestone Capital Holdings
Washington
$50 -$785K -178,345 -84%
Boston Partners
140
Boston Partners
Massachusetts
-$38.3M -5,033,634 Closed
CCMLC
141
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$24.8M -3,483,303 Closed
IIM
142
Intact Investment Management
Quebec, Canada
-$20M -2,170,650 Closed
Allianz Asset Management
143
Allianz Asset Management
Germany
-$13.1M -1,836,070 Closed
RG
144
Renaissance Group
Kentucky
-$10.2M -1,437,007 Closed
OSAM
145
O'Shaughnessy Asset Management
Connecticut
-$9.3M -1,305,664 Closed
Nomura Holdings
146
Nomura Holdings
Japan
-$6.59M -929,869 Closed
Massachusetts Financial Services
147
Massachusetts Financial Services
Massachusetts
-$5.86M -822,156 Closed
HIM
148
Hillsdale Investment Management
Ontario, Canada
-$4.59M -645,740 Closed
Fiera Capital (Canada)
149
Fiera Capital (Canada)
Quebec, Canada
-$3.4M -477,587 Closed
SCM
150
SIR Capital Management
New York
-$3.02M -424,271 Closed

ERF Hedge Fund Activity: Q1 2020 in Review

148 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Enerplus Corporation (ERF) for Q1 2020, worth a combined $187M — down 79% from $901M a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of ERF and 22 opened new positions — a net loss of 38 holders — while 53 trimmed existing stakes and 51 added.

The largest buyer was KGH Ltd, adding an estimated $76.9M. The largest seller was Boston Partners, exiting entirely with an estimated $38.3M sold.

  • 148 institutional investors held Enerplus Corporation (ERF) as of Q1 2020, down from 189 in Q4 2019.
  • Funds reported $187M of Enerplus Corporation stock for Q1 2020, down 79% quarter-over-quarter.
  • 22 funds opened new Enerplus Corporation positions in Q1 2020 and 60 closed out, a net change of -38 holders.
  • The largest Enerplus Corporation buyer in Q1 2020 was KGH Ltd, an estimated $76.9M added.
  • The largest Enerplus Corporation seller in Q1 2020 was Boston Partners, an estimated $38.3M sold.

Based on aggregated 13F filings for Q1 2020.