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Energy Recovery

120 hedge funds and large institutions have $170M invested in Energy Recovery in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

46% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $4.3M

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

20% more capital invested

Capital invested by funds: $142M → $170M (+$28.3M)

19% more funds holding

Funds holding: 101120 (+19)

2.75% more ownership

Funds ownership: 33.58%36.33% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
120
Holders Change
+19
Holders Change %
+18.81%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
35
Reduced
28
Closed
12
Calls
$6.26M
Puts
$4.3M
Net Calls
+$1.96M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.3M +$237K +26,017 +1%
NC
2
Nokomis Capital
Texas
$16M +$3.74M +409,756 +29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.5M +$741K +81,252 +5%
ECA
4
Encompass Capital Advisors
New York
$10.6M +$3.73M +408,674 +51%
HA
5
Heartland Advisors
Wisconsin
$7.44M
SH
6
Sandia Holdings
Connecticut
$6.91M +$960K +105,263 +15%
6CM
7
683 Capital Management
New York
$6.56M +$455K +49,900 +7%
State Street
8
State Street
Massachusetts
$5.57M +$216K +23,710 +4%
Invesco
9
Invesco
Georgia
$4.85M -$983K -107,786 -16%
Goldman Sachs
10
Goldman Sachs
New York
$4.76M -$1.43M -156,495 -22%
DCM
11
Driehaus Capital Management
Illinois
$4.46M +$4.64M +509,209 New
RCMNY
12
Rubric Capital Management (New York)
New York
$4.45M -$1.25M -136,654 -21%
Northern Trust
13
Northern Trust
Illinois
$3.86M -$37.8K -4,142 -0.9%
Principal Financial Group
14
Principal Financial Group
Iowa
$3.73M
ACM
15
Arosa Capital Management
Florida
$3.06M -$1.37M -150,000 -30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.79M +$242K +26,568 +9%
EIM
17
Essex Investment Management
Massachusetts
$2.66M +$177K +19,444 +7%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$2.6M +$2.71M +297,604 New
AC
19
Avenir Corporation
Virginia
$2.5M +$326K +35,800 +14%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.21M -$39.4K -4,323 -2%
Morgan Stanley
21
Morgan Stanley
New York
$2.13M +$329K +36,043 +17%
AIC
22
AWM Investment Company
New York
$1.86M +$1.94M +212,242 New
AAMU
23
Amundi Asset Management US
Massachusetts
$1.85M +$1.93M +211,800 New
CCM
24
Cadence Capital Management
Massachusetts
$1.66M +$1.73M +189,885 New
WMSA
25
Weiss Multi-Strategy Advisers
New York
$1.64M +$1.71M +187,291 New

ERII Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q4 2017, worth a combined $170M — up 20% from $142M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ERII positions and 12 closed out — a net gain of 20 holders — while 35 added to existing stakes and 28 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $4.64M. The largest seller was Millennium Management, cutting an estimated $10.5M.

  • 120 institutional investors held Energy Recovery (ERII) as of Q4 2017, up from 101 in Q3 2017.
  • Funds reported $170M of Energy Recovery stock for Q4 2017, up 20% quarter-over-quarter.
  • 32 funds opened new Energy Recovery positions in Q4 2017 and 12 closed out, a net change of +20 holders.
  • The largest Energy Recovery buyer in Q4 2017 was Driehaus Capital Management, an estimated $4.64M added.
  • The largest Energy Recovery seller in Q4 2017 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2017.