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Energy Recovery

171 hedge funds and large institutions have $841M invested in Energy Recovery in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more call options, than puts

Call options by funds: $803K | Put options by funds: $142K

32% more capital invested

Capital invested by funds: $636M → $841M (+$205M)

0.24% more ownership

Funds ownership: 83.52%83.76% (+0.24%)

2% less funds holding

Funds holding: 174171 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

36% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
44
Reduced
69
Closed
26
Calls
$803K
Puts
$142K
Net Calls
+$661K
Net Calls Change
+$574K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95M +$4.54M +287,881 +6%
Ameriprise
2
Ameriprise
Minnesota
$69.1M +$6.28M +398,075 +11%
BCM
3
Brown Capital Management
Maryland
$61M -$4.94M -312,855 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$58.7M -$1.45M -91,857 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$55.8M +$443K +28,063 +0.9%
Fidelity International
6
Fidelity International
Bermuda
$38.4M -$839K -53,214 -2%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$33.4M -$2.84M -180,065 -9%
State Street
8
State Street
Massachusetts
$24.6M +$33.3K +2,111 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.6M +$888K +56,306 +4%
KBC Group
10
KBC Group
Belgium
$21.5M +$2.42M +153,381 +14%
AC
11
Avenir Corporation
Virginia
$21.4M -$1.55M -98,269 -7%
AWG
12
Alpha Wave Global
New York
$20.4M +$8.9M +564,463 +93%
Morgan Stanley
13
Morgan Stanley
New York
$17.9M -$1.3M -82,484 -7%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$15.2M +$13.8M +876,188 New
Goldman Sachs
15
Goldman Sachs
New York
$13.8M +$2.36M +149,381 +23%
Invesco
16
Invesco
Georgia
$13.1M -$362K -22,964 -3%
Legal & General Group
17
Legal & General Group
United Kingdom
$11.8M +$839K +53,192 +8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$11.8M -$1.04M -65,812 -9%
UM
19
UniSuper Management
Australia
$11.6M +$4.08M +258,644 +63%
RS
20
Robeco Schweiz
Switzerland
$10.8M
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$10.1M -$2.59M -164,021 -22%
Northern Trust
22
Northern Trust
Illinois
$9.31M +$101K +6,412 +1%
MAM
23
Montanaro Asset Management
United Kingdom
$8.63M -$174K -11,000 -2%
Charles Schwab
24
Charles Schwab
California
$8.15M +$117K +7,440 +2%
DCM
25
Driehaus Capital Management
Illinois
$8.13M +$7.37M +467,227 New

ERII Hedge Fund Activity: Q3 2024 in Review

171 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Energy Recovery (ERII) for Q3 2024, worth a combined $841M — up 32% from $636M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ERII and 23 opened new positions — a net loss of 3 holders — while 69 trimmed existing stakes and 44 added.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $13.8M. The largest seller was Anchor Capital Management Company, exiting entirely with an estimated $5.58M sold.

  • 171 institutional investors held Energy Recovery (ERII) as of Q3 2024, down from 174 in Q2 2024.
  • Funds reported $841M of Energy Recovery stock for Q3 2024, up 32% quarter-over-quarter.
  • 23 funds opened new Energy Recovery positions in Q3 2024 and 26 closed out, a net change of -3 holders.
  • The largest Energy Recovery buyer in Q3 2024 was Baillie Gifford & Co, an estimated $13.8M added.
  • The largest Energy Recovery seller in Q3 2024 was Anchor Capital Management Company, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2024.