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ERF

Enerplus Corporation

Delisted

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

194 hedge funds and large institutions have $1.2B invested in Enerplus Corporation in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $6.96M | Put options by funds: $3.21M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

4% more funds holding

Funds holding: 187194 (+7)

1% more capital invested

Capital invested by funds: $1.18B → $1.2B (+$16.2M)

34% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 73

Holders
194
Holders Change
+7
Holders Change %
+3.74%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
48
Reduced
73
Closed
24
Calls
$6.96M
Puts
$3.21M
Net Calls
+$3.76M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$111M +$15.8M +1,730,941 +18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$107M +$3.44M +377,262 +4%
LBA
3
Letko, Brosseau & Associates
Quebec, Canada
$79.7M -$1.01M -110,325 -1%
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.5M +$36.2M +3,966,497 +159%
Vanguard Group
5
Vanguard Group
Pennsylvania
$51.6M +$1.33M +145,252 +3%
GCC
6
Guardian Capital (Canada)
Ontario, Canada
$48.1M -$1.1M -120,653 -2%
IIM
7
Intact Investment Management
Quebec, Canada
$44.3M +$11.9M +1,301,300 +57%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$41.4M +$6.83M +747,869 +22%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$38.3M -$11.3M -1,236,760 -24%
AIMCA
10
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38M -$20.9M -2,293,600 -43%
GMI
11
Greystone Managed Investments
Saskatchewan, Canada
$32.7M -$79.2K -8,673 -0.3%
Norges Bank
12
Norges Bank
Norway
$28.7M
UBS AM
13
UBS AM
Illinois
$28.6M -$783K -85,743 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$27.9M -$2.49M -273,142 -9%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$27.5M +$8.24M +903,312 +48%
DIA
16
Denver Investment Advisors
Colorado
$22.3M +$302K +33,058 +1%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$18.7M -$643K -70,400 -4%
Morgan Stanley
18
Morgan Stanley
New York
$18.7M -$19.8M -2,167,322 -53%
LM
19
Lincluden Management
Ontario, Canada
$17.9M +$997K +109,235 +7%
WCA
20
Waratah Capital Advisors
Ontario, Canada
$17.2M +$6.34M +694,327 +66%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$17.1M -$118K -12,927 -0.7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$14.5M +$4.49M +492,202 +50%
Bank of America
23
Bank of America
North Carolina
$14.4M -$7.09M -777,068 -35%
MWNA
24
Marshall Wace North America
New York
$11.6M +$10.8M +1,183,909 New
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M -$1.6M -175,700 -13%

ERF Hedge Fund Activity: Q4 2017 in Review

194 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Enerplus Corporation (ERF) for Q4 2017, worth a combined $1.2B — up 1.4% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ERF positions and 24 closed out — a net gain of 9 holders — while 48 added to existing stakes and 73 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $36.2M. The largest seller was Alberta Investment Management Corp (AIMCo), cutting an estimated $20.9M.

  • 194 institutional investors held Enerplus Corporation (ERF) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $1.2B of Enerplus Corporation stock for Q4 2017, up 1.4% quarter-over-quarter.
  • 33 funds opened new Enerplus Corporation positions in Q4 2017 and 24 closed out, a net change of +9 holders.
  • The largest Enerplus Corporation buyer in Q4 2017 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $36.2M added.
  • The largest Enerplus Corporation seller in Q4 2017 was Alberta Investment Management Corp (AIMCo), an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2017.