ENERFLEX LTD EFXT
COM · Common Stock · CUSIP 29269R105
- SectorIndustrials
- IndustryGeneral Industrial Machinery & Equipment
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($442.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.84. Options: 1 managers hold calls ($0 notional), 2 hold puts ($3.0k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 78 |
| Q1 2023 | 79 |
| Q2 2023 | 77 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 36 | 34 |
| Q2 2023 | 37 | 30 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $233.2k | $0 | 0.00 |
| Q1 2023 | $155.0k | $5.0k | 0.03 |
| Q2 2023 | $0 | $3.0k | — |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +652.0k |
| TD Waterhouse Canada Inc. | Added | +387.4k |
| TD Asset Management Inc | Added | +347.0k |
| Lynwood Capital Management Inc. | New | +225.0k |
| Clear Sky Carbon Solutions Investment Management, LLC | Added | +205.7k |
| 1832 Asset Management L.P. | Added | +176.5k |
| Fiera Capital Corp | Added | +128.3k |
| Quadrature Capital Ltd | Added | +111.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +110.3k |
| Legal & General Group Plc | Added | +61.6k |
Biggest sellers
| Hillsdale Investment Management Inc. | Sold out | -643.7k |
| Hartree Partners, LP | Sold out | -500.0k |
| Canoe Financial LP | Reduced | -354.2k |
| FMR LLC | Sold out | -258.6k |
| LETKO, BROSSEAU & ASSOCIATES INC | Reduced | -201.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold out | -137.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -135.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -89.6k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -67.1k |
| Burgundy Asset Management Ltd. | Reduced | -66.6k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Unchanged | $3.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Connor, Clark & Lunn Investment Management Ltd. 13G · institution -1.3 pts · filed 2026-05-07 | 9.2% |
Fell to 5% or below in the last year: ROYAL BANK OF CANADA (4.9%, 2026-02-13)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Canoe Financial LP 1.43% of their portfolio | 10.0m $68.3m | Reduced -354.2k |
| CHAI TRUST CO LLC 3.84% of their portfolio | 8.3m $56.8m | Unchanged |
| 1832 Asset Management L.P. 0.10% of their portfolio | 7.6m $51.9m | Added +176.5k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.88% of their portfolio | 6.9m $47.1m | Reduced -201.8k |
| Moerus Capital Management LLC 6.81% of their portfolio | 3.4m $23.3m | Reduced -13.1k |
| Burgundy Asset Management Ltd. 0.17% of their portfolio | 2.2m $14.8m | Reduced -66.6k |
| Scheer, Rowlett & Associates Investment Management Ltd. 1.02% of their portfolio | 1.9m $12.8m | Added +57.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.6m $10.9m | Added +652.0k |
| Beutel, Goodman & Co Ltd. 0.05% of their portfolio | 1.3m $9.1m | Reduced -28.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 1.3m $8.8m | Added +41.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 960.8k $6.5m | Reduced -23.9k |
| Clear Sky Carbon Solutions Investment Management, LLC 1.96% of their portfolio | 900.0k $6.1m | Added +205.7k |
| T. Rowe Price Investment Management, Inc. 0.00% of their portfolio | 864.8k $5.9m | Reduced -3.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 850.6k $5.8m | Reduced -27.5k |
| Fiera Capital Corp 0.01% of their portfolio | 712.1k $4.9m | Added +128.3k |
| MORGAN STANLEY 0.00% of their portfolio | 649.4k $4.4m | Added +9.5k |
| AEGIS FINANCIAL CORP 2.62% of their portfolio | 551.6k $3.8m | Unchanged |
| TD Asset Management Inc 0.00% of their portfolio | 472.6k $3.2m | Added +347.0k |
| TD Waterhouse Canada Inc. 0.04% of their portfolio | 396.9k $3.6m | Added +387.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 290.4k $2.0m | Unchanged |
| PCJ Investment Counsel Ltd. 0.76% of their portfolio | 263.9k $1.8m | Added +1.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 257.6k $1.8m | Reduced -2.3k |
| Swiss National Bank 0.00% of their portfolio | 255.9k $1.7m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 235.9k $1.6m | Added +110.3k |
| Lynwood Capital Management Inc. 1.94% of their portfolio | 225.0k $1.5m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 206.8k $1.4m | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 201.1k $1.4m | Reduced -12.0k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 177.3k $1.2m | Reduced -1.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 160.5k $1.1m | Added +2.4k |
| Quadrature Capital Ltd 0.02% of their portfolio | 130.6k $890.0k | Added +111.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 127.7k $870.0k | Added +6.0k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 119.1k $1.1m | Added +1.4k |
| Diametric Capital, LP 0.32% of their portfolio | 104.7k $713.9k | Added +9.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 98.4k $670.9k | Added +288 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 97.3k $662.3k | Reduced -23.5k |
| Legal & General Group Plc 0.00% of their portfolio | 87.1k $593.5k | Added +61.6k |
| BANK OF NOVA SCOTIA 0.00% of their portfolio | 86.5k $588.7k | Unchanged |
| SOUTHPORT MANAGEMENT, L.L.C. 3.06% of their portfolio | 81.8k $557.8k | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 78.5k $535.4k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 65.1k $443.7k | Added +1 |
| TORONTO DOMINION BANK 0.00% of their portfolio | 65.0k $442.0k | Added +33.5k |
| Invesco Ltd. 0.00% of their portfolio | 65.0k $443.0k | Reduced -4.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 64.1k $437.5k | Added +44.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 55.6k $378.9k | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 50.5k $343.6k | Reduced -28.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 49.0k $333.5k | Added +4.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 48.2k $328.9k | Reduced -135.8k |
| K.J. Harrison & Partners Inc 0.04% of their portfolio | 34.5k $234.2k | Reduced -5.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 34.1k $232.6k | Added +3.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 33.6k $229.2k | Added +2.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 29.0k $197.8k | New |
| BARCLAYS PLC 0.00% of their portfolio | 25.5k $174.2k | Added +19.0k |
| Forum Financial Management, LP 0.00% of their portfolio | 21.0k $143.1k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 18.4k $126.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.2k $123.9k | Reduced -65.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 17.2k $117.0k | Added +3.2k |
| Versor Investments LP 0.02% of their portfolio | 16.9k $115.2k | New |
| UBS Group AG 0.00% of their portfolio | 15.9k $108.6k | Added +724 |
| PICTET ASSET MANAGEMENT SA 0.00% of their portfolio | 13.9k $94.9k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 12.6k $161.5k | New |
| Aigen Investment Management, LP 0.01% of their portfolio | 12.1k $82.6k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 10.7k $72.8k | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 10.0k $68.0k | Added +2.7k |
| Soltis Investment Advisors LLC 0.01% of their portfolio | 10.0k $68.2k | Unchanged |
| SHELL ASSET MANAGEMENT CO 0.00% of their portfolio | 9.1k $62.0k | Added +100 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 5.2k $35.0k | Reduced -67.1k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 3.7k $24.9k | Unchanged |
| Credential Qtrade Securities Inc. 0.00% of their portfolio | 3.2k $21.6k | Reduced -519 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 688 $4.0k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 460 $3.0k | Reduced -3.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 243 $1.7k | Added +1 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 159 $1.1k | Reduced -20.6k |
| ORG Partners LLC 0.00% of their portfolio | 101 $696 | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 86 $0 | Unchanged |
| PIN OAK INVESTMENT ADVISORS INC 0.00% of their portfolio | 51 $0 | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 48 $327 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |