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Energy Recovery

191 hedge funds and large institutions have $913M invested in Energy Recovery in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
67
Reduced
56
Closed
27
Calls
$1.62M
Puts
$378K
Net Calls
+$1.25M
Net Calls Change
-$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
151
Bartlett & Co
Ohio
$55K
AAM
152
Advisors Asset Management
Colorado
$49.7K -$867 -46 -2%
FCMT
153
Founders Capital Management (Texas)
Texas
$43.3K
HFS
154
Hantz Financial Services
Michigan
$37K
TAM
155
Tucker Asset Management
Colorado
$34.4K
MRC
156
Millburn Ridgefield Corp
New York
$24.7K -$1.3K -69 -5%
CCA
157
Catalyst Capital Advisors
New York
$24.7K -$1.3K -69 -5%
Osaic Holdings
158
Osaic Holdings
Arizona
$23.5K -$41.2K -2,187 -64%
RFG
159
RFP Financial Group
Georgia
$23.2K +$23.2K +1,232 New
CA
160
Clearstead Advisors
Ohio
$20.3K -$20.3K -1,080 -50%
SPIA
161
Steward Partners Investment Advisory
New York
$19.8K +$19.8K +1,050 New
RDIA
162
RE Dickinson Investment Advisors
Iowa
$19K
MSWM
163
McGlone Suttner Wealth Management
Wisconsin
$16.6K +$16.6K +881 New
US Bancorp
164
US Bancorp
Minnesota
$13.6K +$433 +23 +3%
BCV
165
Banque Cantonale Vaudoise
Switzerland
$13K
GWSG
166
GPS Wealth Strategies Group
Colorado
$9.42K
CWP
167
Concord Wealth Partners
Virginia
$7.54K
TFIPS
168
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.54K +$7.54K +400 New
RCM
169
Raleigh Capital Management
North Carolina
$7.05K +$1.9K +101 +37%
Simplex Trading
170
Simplex Trading
Illinois
$7K -$8.04K -447 -53%
KFS
171
Kelly Financial Services
Massachusetts
$6.12K
Comerica Bank
172
Comerica Bank
Texas
$5.63K -$56 -3 -1%
ASN
173
Advisory Services Network
Georgia
$4.37K +$4.37K +232 New
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$3.78K +$3.78K +200 New
HNB
175
Huntington National Bank
Ohio
$2.77K +$2.17K +115 +359%