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Energy Recovery

108 hedge funds and large institutions have $161M invested in Energy Recovery in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.67% less ownership

Funds ownership: 37.84%37.18% (-0.67%)

1% less funds holding

Funds holding: 109108 (-1)

4% less capital invested

Capital invested by funds: $168M → $161M (-$7.33M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

80% less call options, than puts

Call options by funds: $603K | Put options by funds: $2.96M

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
37
Closed
14
Calls
$603K
Puts
$2.96M
Net Calls
-$2.36M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$468K -$247K -29,278 -34%
SIC
52
SFE Investment Counsel
California
$449K +$218K +25,823 +87%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$446K -$7.59K -901 -2%
JP Morgan Chase
54
JP Morgan Chase
New York
$403K -$1.54M -182,663 -79%
WS
55
Wedbush Securities
California
$364K
CM
56
CoreCommodity Management
Connecticut
$361K -$5.49K -651 -1%
PP
57
PDT Partners
New York
$332K +$346K +41,098 New
UBS AM
58
UBS AM
Illinois
$332K +$58.1K +6,900 +20%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$319K
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$285K
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$280K +$9.9K +1,175 +4%
MCM
62
Manchester Capital Management
Vermont
$255K +$95.5K +11,338 +56%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$250K +$261K +30,934 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244K +$8.7K +1,033 +4%
BFM
65
Boothbay Fund Management
New York
$237K -$106K -12,527 -30%
CG
66
Caprock Group
Idaho
$204K +$50.4K +5,979 +31%
CS
67
Credit Suisse
Switzerland
$194K -$86.4K -10,255 -30%
AIG
68
American International Group
New York
$190K +$2.51K +298 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$185K -$1.79K -213 -0.9%
LPL Financial
70
LPL Financial
California
$176K
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$155K
MIM
72
MetLife Investment Management
New Jersey
$145K
AG
73
Aperio Group
California
$132K +$137K +16,293 New
VOYA Investment Management
74
VOYA Investment Management
Georgia
$124K -$19.5K -2,315 -13%
AAP
75
Aristotle Atlantic Partners
Florida
$121K

ERII Hedge Fund Activity: Q2 2018 in Review

108 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q2 2018, worth a combined $161M — down 4.4% from $168M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ERII and 13 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 27 added.

The largest buyer was Trigran Investments, opening a new position worth an estimated $2.39M. The largest seller was Arosa Capital Management, exiting entirely with an estimated $2.88M sold.

  • 108 institutional investors held Energy Recovery (ERII) as of Q2 2018, down from 109 in Q1 2018.
  • Funds reported $161M of Energy Recovery stock for Q2 2018, down 4.4% quarter-over-quarter.
  • 13 funds opened new Energy Recovery positions in Q2 2018 and 14 closed out, a net change of -1 holder.
  • The largest Energy Recovery buyer in Q2 2018 was Trigran Investments, an estimated $2.39M added.
  • The largest Energy Recovery seller in Q2 2018 was Arosa Capital Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2018.