We are live on ! Find out more

461 hedge funds and large institutions have $7.45B invested in Emcor in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.98M

16% more capital invested

Capital invested by funds: $6.44B → $7.45B (+$1.01B)

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

4.19% more ownership

Funds ownership: 93.6%97.8% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 463461 (-2)

2% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 176

Holders
461
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
48
Increased
173
Reduced
176
Closed
43
Calls
$12.4M
Puts
$1.98M
Net Calls
+$10.4M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
226
State of Alaska Department of Revenue
Alaska
$1.07M -$15.4K -100 -1%
VI
227
Vestcor Inc
New Brunswick, Canada
$1.05M +$138K +900 +16%
VanEck Associates
228
VanEck Associates
New York
$1.05M +$733K +4,768 +283%
CWA
229
CM Wealth Advisors
Ohio
$1.03M +$1,000K +6,502 New
AI
230
Atria Investments
North Carolina
$1.03M -$197K -1,279 -17%
EGM
231
Engineers Gate Manager
New York
$1.01M +$735K +4,782 +335%
PAMS
232
Pictet Asset Management (Switzerland)
Switzerland
$974K
OIA
233
OneDigital Investment Advisors
Kansas
$952K +$901K +5,857 New
DBRC
234
D.B. Root & Company
Pennsylvania
$946K +$15.4K +100 +2%
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$943K +$73.7K +479 +9%
KFP
236
KB Financial Partners
New Jersey
$942K -$47.1K -306 -5%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$936K -$51.5K -335 -6%
MML Investors Services
238
MML Investors Services
Massachusetts
$935K -$35.8K -233 -4%
BPC
239
Banque Pictet & Cie
Switzerland
$930K -$999K -6,497 -53%
QPW
240
Quantum Private Wealth
Florida
$920K
Simplex Trading
241
Simplex Trading
Illinois
$903K +$586K +3,813 +219%
HIM
242
Hillsdale Investment Management
Ontario, Canada
$894K
CP
243
Cumberland Partners
Ontario, Canada
$894K +$846K +5,500 New
I
244
InceptionR
California
$886K +$838K +5,448 New
KeyBank National Association
245
KeyBank National Association
Ohio
$877K -$204K -1,324 -20%
Neuberger Berman Group
246
Neuberger Berman Group
New York
$868K +$256K +1,668 +45%
CWP
247
Curated Wealth Partners
California
$860K
JF
248
Jump Financial
Illinois
$850K +$804K +5,228 New
RJFSA
249
Raymond James Financial Services Advisors
Florida
$840K +$391K +2,540 +97%
MSAM
250
Moloney Securities Asset Management
Missouri
$838K -$64.6K -420 -8%

EME Hedge Fund Activity: Q1 2023 in Review

461 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2023, worth a combined $7.45B — up 16% from $6.44B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 43 closed out — a net gain of 5 holders — while 173 added to existing stakes and 176 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was Victory Capital Management, cutting an estimated $69.3M.

  • 461 institutional investors held Emcor (EME) as of Q1 2023, down from 463 in Q4 2022.
  • Funds reported $7.45B of Emcor stock for Q1 2023, up 16% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Emcor buyer in Q1 2023 was Envestnet Asset Management, an estimated $128M added.
  • The largest Emcor seller in Q1 2023 was Victory Capital Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2023.