Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERFLEX LTD COM (EFXT)

151 + Investors. Track Smart Money conviction in EFXT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
8Q ▲
Buyers last Q
61%

Smart Money Signals — EFXT

Based on 151 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added EFXT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
151 hedge funds hold EFXT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

92 buying59 selling
Last quarter: 92 funds were net buyers (33 opened a brand new position + 59 added to an existing one). Only 59 were sellers (41 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new EFXT position: 39 → 17 → 24 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 37% new

■ 34% conviction (2yr+) ■ 28% medium ■ 37% new
Of the 151 current holders: 52 (34%) held >2 years, 43 held 1–2 years, and 56 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+40% value, -2% shares)

Value
+40%
Shares
-2%
Last quarter: total value of institutional EFXT holdings rose +40% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~33 new funds/quarter

23 → 39 → 17 → 24 → 33 new funds/Q
New funds entering each quarter: 39 → 17 → 24 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 48% new entrants

■ 38% veterans ■ 14% 1-2yr ■ 48% new
Of 151 current holders: 57 (38%) held 2+ years, 21 held 1–2 years, 73 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
27 of 151 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EFXT

How many hedge funds hold EFXT — quarterly history vs. share price
Quarterly hedge fund ownership of EFXT vs. share price

Market Analysis: EFXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFXT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EFXT
2026 Q1 Stats Unlock in 12 days 151 + Investors

Track Smart Money conviction in EFXT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 136 11.03%
13F Shares 78M 80M -2.48%
Total Value $1.20B $854M 40.25%
New Positions 33 24 +9
Increased Positions 59 48 +11
Closed Positions 18 8 +10
Reduced Positions 41 48 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFXT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

151 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFXT. Verified SEC 13F-HR filings.

Top 25 institutional holders of EFXT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NewGen Asset Management Ltd 5.96% 736,744 $15.4M
2 Hillsdale Investment Management Inc. 2.18% 3,831,659 $80.1M
3 Canoe Financial LP 1.32% 4,629,559 $96.8M
4 Tacita Capital Inc 0.63% 50,840 $1.1M
5 Triasima Portfolio Management inc. 0.52% 163,406 $3.4M
6 DBA TRADING, LLC 0.25% 24,000 $502K
7 Kiker Wealth Management, LLC 0.20% 20,077 $420K
8 Baron Wealth Management LLC 0.19% 29,779 $623K
9 K.J. Harrison & Partners Inc 0.16% 47,919 $1.0M
10 INTACT INVESTMENT MANAGEMENT INC. 0.14% 238,800 $5.0M
11 Genus Capital Management Inc. 0.12% 52,220 $1.1M
12 Alberta Investment Management Corp 0.10% 809,383 $16.9M
13 RITHOLTZ WEALTH MANAGEMENT 0.09% 253,012 $5.3M
14 MOODY ALDRICH PARTNERS LLC 0.09% 23,600 $492K
15 Gunderson Capital Management LLC 0.08% 9,697 $203K
16 Net Worth Advisory Group 0.08% 18,358 $384K
17 LVW Advisors, LLC 0.05% 25,891 $542K
18 U S GLOBAL INVESTORS INC 0.04% 17,000 $356K
19 D'Orazio & Associates, Inc. 0.04% 14,941 $313K
20 Ethic Inc. 0.04% 36,321 $2.4M
21 Y-Intercept (Hong Kong) Ltd 0.03% 78,783 $1.6M
22 Intentional Wealth Strategies, LLC 0.03% 1,522 $32K
23 Kathmere Capital Management, LLC 0.03% 22,587 $473K
24 Plato Investment Management Ltd 0.02% 13,795 $288K
25 Janney Montgomery Scott LLC 0.01% 273,980 $6K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENERFLEX LTD COM (EFXT)

What does the Smart Money Trend signal show for EFXT?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added EFXT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EFXT?

More buyers than sellers — 61% buying: Last quarter: 92 funds were net buyers (33 opened a brand new position + 59 added to an existing one). Only 59 were sellers (41 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EFXT holders?

Strong quality — 29% AUM from major funds: 27 of 151 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EFXT?

Mixed — 34% long-term, 37% new: Of the 151 current holders: 52 (34%) held >2 years, 43 held 1–2 years, and 56 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.