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Energy Recovery

90 hedge funds and large institutions have $93.4M invested in Energy Recovery in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9190 (-1)

10% less capital invested

Capital invested by funds: $103M → $93.4M (-$9.81M)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

55% less call options, than puts

Call options by funds: $178K | Put options by funds: $398K

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
32
Closed
14
Calls
$178K
Puts
$398K
Net Calls
-$220K
Net Calls Change
-$346K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$16.8M +$40.8K +7,900 +0.2%
Invesco
2
Invesco
Georgia
$10.7M +$399K +77,361 +4%
BIT
3
BlackRock Institutional Trust
California
$6.35M -$255K -49,326 -4%
First Trust Advisors
4
First Trust Advisors
Illinois
$6.14M -$238K -46,184 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.64M -$62.1K -12,023 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.79M -$98K -18,986 -2%
BFA
7
BlackRock Fund Advisors
California
$4.73M -$1.45M -280,830 -23%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$4.05M +$1.06M +205,302 +33%
State Street
9
State Street
Massachusetts
$3.38M -$68.9K -13,354 -2%
Northern Trust
10
Northern Trust
Illinois
$2.49M -$99.3K -19,245 -4%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$2.44M -$353K -68,300 -12%
GC
12
Guggenheim Capital
Illinois
$1.94M +$109K +21,045 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.94M +$159K +30,850 +9%
B
14
Baird
Wisconsin
$1.84M +$481K +93,150 +33%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.36M +$88.6K +17,156 +7%
SCM
16
Seamans Capital Management
Massachusetts
$1.24M +$48.5K +9,400 +4%
Morgan Stanley
17
Morgan Stanley
New York
$1.09M +$57.4K +11,125 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$975K +$51.3K +9,942 +5%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$932K
TCIM
20
TIAA CREF Investment Management
New York
$884K -$58.6K -11,360 -6%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$846K -$254K -49,283 -22%
BCM
22
Bridgeway Capital Management
Texas
$805K
BIM
23
BlackRock Investment Management
Delaware
$612K -$71.8K -13,911 -10%
AC
24
Avenir Corporation
Virginia
$551K +$383K +74,200 +197%
HighTower Advisors
25
HighTower Advisors
Illinois
$511K +$536K +103,852 New

ERII Hedge Fund Activity: Q2 2014 in Review

90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q2 2014, worth a combined $93.4M — down 9.5% from $103M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ERII and 13 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 26 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $1.06M. The largest seller was BlackRock Fund Advisors, cutting an estimated $1.45M.

  • 90 institutional investors held Energy Recovery (ERII) as of Q2 2014, down from 91 in Q1 2014.
  • Funds reported $93.4M of Energy Recovery stock for Q2 2014, down 9.5% quarter-over-quarter.
  • 13 funds opened new Energy Recovery positions in Q2 2014 and 14 closed out, a net change of -1 holder.
  • The largest Energy Recovery buyer in Q2 2014 was Lord, Abbett & Co, an estimated $1.06M added.
  • The largest Energy Recovery seller in Q2 2014 was BlackRock Fund Advisors, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2014.