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ERF

Enerplus Corporation

Delisted

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

190 hedge funds and large institutions have $1.37B invested in Enerplus Corporation in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $9.31M | Put options by funds: $4.48M

14% more capital invested

Capital invested by funds: $1.2B → $1.37B (+$170M)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 194190 (-4)

31% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
46
Reduced
67
Closed
37
Calls
$9.31M
Puts
$4.48M
Net Calls
+$4.83M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$120M +$46.1M +4,237,794 +66%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$107M -$20M -1,835,919 -16%
Boston Partners
3
Boston Partners
Massachusetts
$94.8M +$87.5M +8,036,098 +2,083%
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$86.5M -$4.52M -415,550 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78M -$44.1M -4,048,297 -37%
Vanguard Group
6
Vanguard Group
Pennsylvania
$62M +$2.55M +234,224 +4%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$50M +$5.96M +547,654 +14%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$47.5M +$95.9K +8,810 +0.2%
GCC
9
Guardian Capital (Canada)
Ontario, Canada
$42.3M -$12.2M -1,122,023 -23%
Norges Bank
10
Norges Bank
Norway
$32.8M
GMI
11
Greystone Managed Investments
Saskatchewan, Canada
$31.6M -$5.58M -512,299 -15%
UBS AM
12
UBS AM
Illinois
$31.6M -$1.07M -98,509 -3%
IIM
13
Intact Investment Management
Quebec, Canada
$30.3M -$16.3M -1,497,500 -42%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.1M +$19.3M +1,773,176 +198%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.2M -$13.9M -1,278,600 -41%
DIA
16
Denver Investment Advisors
Colorado
$23.6M -$1.99M -182,769 -8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$22.9M -$8.93M -820,414 -29%
Morgan Stanley
18
Morgan Stanley
New York
$22.7M +$1.16M +106,385 +6%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$21.4M -$105K -9,632 -0.5%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$19.4M -$121K -11,076 -0.6%
Bank of America
21
Bank of America
North Carolina
$18.2M +$1.57M +144,198 +10%
BCM
22
Barometer Capital Management
Ontario, Canada
$17.8M +$17.2M +1,583,000 New
Deutsche Bank
23
Deutsche Bank
Germany
$17.4M +$7.46M +684,961 +79%
LM
24
Lincluden Management
Ontario, Canada
$17.1M -$2.82M -259,190 -15%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$16.7M +$49.1K +4,509 +0.3%

ERF Hedge Fund Activity: Q1 2018 in Review

190 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enerplus Corporation (ERF) for Q1 2018, worth a combined $1.37B — up 14% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ERF and 34 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 46 added.

The largest buyer was Boston Partners, adding an estimated $87.5M. The largest seller was Royal Bank of Canada, cutting an estimated $44.1M.

  • 190 institutional investors held Enerplus Corporation (ERF) as of Q1 2018, down from 194 in Q4 2017.
  • Funds reported $1.37B of Enerplus Corporation stock for Q1 2018, up 14% quarter-over-quarter.
  • 34 funds opened new Enerplus Corporation positions in Q1 2018 and 37 closed out, a net change of -3 holders.
  • The largest Enerplus Corporation buyer in Q1 2018 was Boston Partners, an estimated $87.5M added.
  • The largest Enerplus Corporation seller in Q1 2018 was Royal Bank of Canada, an estimated $44.1M sold.

Based on aggregated 13F filings for Q1 2018.