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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
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$172M +$35.7M +2,973,325 +28%
Boston Partners
2
Boston Partners
Massachusetts
$107M +$808K +67,216 +0.8%
LBA
3
Letko, Brosseau & Associates
Quebec, Canada
$91M -$5.75M -478,775 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$90.9M +$3.43M +285,342 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$72.3M +$2.75M +228,541 +4%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$68.4M -$49.3M -4,102,400 -43%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$54.4M -$1.57M -130,288 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$53.6M +$339K +28,191 +0.7%
GCC
9
Guardian Capital (Canada)
Ontario, Canada
$47.6M +$66.9K +5,565 +0.1%
IIM
10
Intact Investment Management
Quebec, Canada
$39.1M +$3.21M +267,200 +13%
Norges Bank
11
Norges Bank
Norway
$38.6M +$1.7M +141,631 +5%
Allianz Asset Management
12
Allianz Asset Management
Germany
$37.7M +$31.7M +2,640,840 +752%
WCA
13
Waratah Capital Advisors
Ontario, Canada
$36M +$24.8M +2,066,209 +262%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$35.9M +$11.3M +944,232 +50%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.8M +$4.22M +351,300 +19%
UBS AM
16
UBS AM
Illinois
$33.7M -$1.63M -136,071 -5%
Bank of America
17
Bank of America
North Carolina
$33.2M +$12.3M +1,020,246 +63%
CCMLC
18
Cardinal Capital Management LLC (Connecticut)
Connecticut
$31.4M +$29.9M +2,490,437 New
GMI
19
Greystone Managed Investments
Saskatchewan, Canada
$31.4M -$3.92M -326,414 -12%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30M -$3.45M -287,100 -11%
BCM
21
Barometer Capital Management
Ontario, Canada
$30M +$9.6M +799,000 +50%
PIC
22
PCJ Investment Counsel
Ontario, Canada
$28M +$26.7M +2,224,170 New
SBH
23
Segall Bryant & Hamill
Illinois
$24.7M +$23.6M +1,960,360 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$20.3M -$5.03M -418,358 -21%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$20.3M -$1.48M -122,944 -7%

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.