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Energy Recovery

91 hedge funds and large institutions have $103M invested in Energy Recovery in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

57% more call options, than puts

Call options by funds: $346K | Put options by funds: $220K

12% more funds holding

Funds holding: 8191 (+10)

2% less capital invested

Capital invested by funds: $105M → $103M (-$1.68M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
26
Reduced
27
Closed
12
Calls
$346K
Puts
$220K
Net Calls
+$126K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$18.1M +$4.88M +991,800 +41%
Invesco
2
Invesco
Georgia
$11.2M -$144K -29,177 -1%
BIT
3
BlackRock Institutional Trust
California
$7.13M -$308K -62,585 -4%
First Trust Advisors
4
First Trust Advisors
Illinois
$6.89M -$111K -22,555 -2%
BFA
5
BlackRock Fund Advisors
California
$6.61M +$180K +36,592 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.16M +$340K +69,023 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.28M -$108K -21,839 -2%
State Street
8
State Street
Massachusetts
$3.73M +$111K +22,631 +3%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$3.29M -$744K -151,019 -20%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$3.01M -$327K -66,400 -11%
Northern Trust
11
Northern Trust
Illinois
$2.8M -$362K -73,450 -12%
GC
12
Guggenheim Capital
Illinois
$1.99M -$57.1K -11,602 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.93M +$1.72M +349,282 +2,672%
B
14
Baird
Wisconsin
$1.49M +$1.38M +280,034 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.38M -$47.1K -9,565 -4%
SCM
16
Seamans Capital Management
Massachusetts
$1.29M +$506K +102,750 +74%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$1.18M +$425K +86,343 +64%
Morgan Stanley
18
Morgan Stanley
New York
$1.12M +$150K +30,491 +17%
EIM
19
Essex Investment Management
Massachusetts
$1.07M +$170K +34,582 +21%
TCIM
20
TIAA CREF Investment Management
New York
$1.02M -$32.2K -6,540 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1M -$50.5K -10,254 -5%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$932K
Citadel Advisors
23
Citadel Advisors
Florida
$908K +$815K +165,538 +3,259%
BCM
24
Bridgeway Capital Management
Texas
$871K +$478K +97,000 +145%
BIM
25
BlackRock Investment Management
Delaware
$735K -$1.74K -353 -0.3%

ERII Hedge Fund Activity: Q1 2014 in Review

91 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q1 2014, worth a combined $103M — down 1.6% from $105M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ERII positions and 12 closed out — a net gain of 10 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $4.88M. The largest seller was McKinley Capital Management, exiting entirely with an estimated $1.71M sold.

  • 91 institutional investors held Energy Recovery (ERII) as of Q1 2014, up from 81 in Q4 2013.
  • Funds reported $103M of Energy Recovery stock for Q1 2014, down 1.6% quarter-over-quarter.
  • 22 funds opened new Energy Recovery positions in Q1 2014 and 12 closed out, a net change of +10 holders.
  • The largest Energy Recovery buyer in Q1 2014 was T. Rowe Price Associates, an estimated $4.88M added.
  • The largest Energy Recovery seller in Q1 2014 was McKinley Capital Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2014.