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Energy Recovery

192 hedge funds and large institutions have $738M invested in Energy Recovery in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $532K | Put options by funds: $129K

5% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 63

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding

Funds holding: 192192 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.25% less ownership

Funds ownership: 86.15%81.9% (-4.3%)

20% less capital invested

Capital invested by funds: $917M → $738M (-$179M)

Holders
192
Holders Change
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
66
Reduced
63
Closed
33
Calls
$532K
Puts
$129K
Net Calls
+$403K
Net Calls Change
-$843K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.2M +$2.1M +131,739 +3%
BCM
2
Brown Capital Management
Maryland
$66.1M -$2.76M -173,159 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$60.1M -$5.06M -317,834 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$47.5M +$855K +53,720 +2%
Ameriprise
5
Ameriprise
Minnesota
$43.4M +$25.5M +1,599,849 +139%
Fidelity International
6
Fidelity International
Bermuda
$34.9M -$114K -7,144 -0.3%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$33.7M +$8.3M +521,584 +32%
AC
8
Avenir Corporation
Virginia
$23.6M -$3.67M -230,722 -13%
State Street
9
State Street
Massachusetts
$21.4M +$404K +25,358 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.8M +$590K +37,064 +3%
Morgan Stanley
11
Morgan Stanley
New York
$17.9M -$9.75M -612,615 -35%
KBC Group
12
KBC Group
Belgium
$17.1M -$16.9K -1,060 -0.1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$14.3M +$274K +17,192 +2%
Invesco
14
Invesco
Georgia
$12.5M -$1.16M -73,094 -8%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$11.8M -$525 -33 -0%
RS
16
Robeco Schweiz
Switzerland
$9.76M
Legal & General Group
17
Legal & General Group
United Kingdom
$9.18M +$2.8M +176,182 +43%
Northern Trust
18
Northern Trust
Illinois
$8.61M -$391K -24,596 -4%
Goldman Sachs
19
Goldman Sachs
New York
$8.37M +$217K +13,611 +3%
MAM
20
Montanaro Asset Management
United Kingdom
$8.01M -$2.5M -157,000 -24%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$7.59M +$5.43M +341,420 +245%
Charles Schwab
22
Charles Schwab
California
$7.02M +$83.9K +5,274 +1%
UM
23
UniSuper Management
Australia
$6.88M
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$6.75M +$902K +56,662 +15%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$6.44M +$4.2M +264,027 +184%

ERII Hedge Fund Activity: Q1 2024 in Review

192 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q1 2024, worth a combined $738M — down 20% from $917M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ERII positions and 33 closed out — a net gain of 1 holder — while 66 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.5M. The largest seller was Trigran Investments, exiting entirely with an estimated $25.1M sold.

  • 192 institutional investors held Energy Recovery (ERII) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $738M of Energy Recovery stock for Q1 2024, down 20% quarter-over-quarter.
  • 34 funds opened new Energy Recovery positions in Q1 2024 and 33 closed out, a net change of +1 holder.
  • The largest Energy Recovery buyer in Q1 2024 was Ameriprise, an estimated $25.5M added.
  • The largest Energy Recovery seller in Q1 2024 was Trigran Investments, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2024.