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Energy Recovery

165 hedge funds and large institutions have $801M invested in Energy Recovery in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,260% more call options, than puts

Call options by funds: $818K | Put options by funds: $5K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

76% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 41

6.98% more ownership

Funds ownership: 65.97%72.94% (+7%)

6% more capital invested

Capital invested by funds: $755M → $801M (+$46.5M)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

2% less funds holding

Funds holding: 168165 (-3)

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
72
Reduced
41
Closed
22
Calls
$818K
Puts
$5K
Net Calls
+$813K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$82.5M +$17.1M +879,154 +26%
TI
2
Trigran Investments
Illinois
$61.7M +$4.22M +217,712 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.8M +$3.26M +167,875 +7%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$47M +$427K +22,036 +0.9%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$41.4M +$5.14M +265,154 +14%
Fidelity International
6
Fidelity International
Bermuda
$40.1M -$1.48M -76,509 -4%
AC
7
Avenir Corporation
Virginia
$33.5M -$165K -8,528 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.1M -$1.33M -68,692 -6%
State Street
9
State Street
Massachusetts
$20.6M +$626K +32,280 +3%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$20.1M +$145K +7,500 +0.7%
Jennison Associates
11
Jennison Associates
New York
$18.9M +$8.78M +452,454 +87%
N
12
Nuveen
North Carolina
$17.9M +$13.6M +702,537 +321%
MAM
13
Montanaro Asset Management
United Kingdom
$16.7M -$485K -25,000 -3%
KBC Group
14
KBC Group
Belgium
$16.1M +$1.49M +76,572 +10%
First Trust Advisors
15
First Trust Advisors
Illinois
$15.8M -$920K -47,453 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$15.8M +$1.89M +97,262 +14%
Invesco
17
Invesco
Georgia
$15.3M +$1.53M +78,875 +11%
AAM
18
ACK Asset Management
Connecticut
$13.9M +$13.9M +717,400 New
PM
19
Pembroke Management
Quebec, Canada
$12.3M +$3.51M +180,862 +40%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$11.1M +$1.12M +57,675 +11%
ER
21
EVR Research
Virginia
$10.9M +$6.49M +334,420 +147%
DCM
22
Driehaus Capital Management
Illinois
$10.9M -$69.7K -3,595 -0.6%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$10.3M -$86.3K -4,450 -0.8%
Northern Trust
24
Northern Trust
Illinois
$10.1M +$2.01M +103,779 +25%
EIM
25
Essex Investment Management
Massachusetts
$8.53M -$189K -9,730 -2%

ERII Hedge Fund Activity: Q2 2022 in Review

165 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q2 2022, worth a combined $801M — up 6.2% from $755M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ERII and 21 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 72 added.

The largest buyer was BlackRock, adding an estimated $17.1M. The largest seller was Millennium Management, cutting an estimated $6.93M.

  • 165 institutional investors held Energy Recovery (ERII) as of Q2 2022, down from 168 in Q1 2022.
  • Funds reported $801M of Energy Recovery stock for Q2 2022, up 6.2% quarter-over-quarter.
  • 21 funds opened new Energy Recovery positions in Q2 2022 and 22 closed out, a net change of -1 holder.
  • The largest Energy Recovery buyer in Q2 2022 was BlackRock, an estimated $17.1M added.
  • The largest Energy Recovery seller in Q2 2022 was Millennium Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2022.