We are live on ! Find out more
EME icon

Emcor
EME

269 hedge funds and large institutions have $2.89B invested in Emcor in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

10% more funds holding

Funds holding: 245 → 269 (+24)

3.33% more ownership

Funds ownership: 95.61% → 98.94% (+3.3%)

1% more capital invested

Capital invested by funds: $2.87B → $2.89B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
7.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
37
Increased
96
Reduced
102
Closed
13
Calls
$661K
Puts
–
Net Calls
+$661K
Net Calls Change
+$603K

Top Buyers

1
HCM
Hahn Capital Management
California
+$16.7M
2
Morgan Stanley
Morgan Stanley
New York
+$9.34M
3
Wells Fargo
Wells Fargo
California
+$9.01M
4
BIT
BlackRock Institutional Trust
California
+$8.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$6.96M

Top Sellers

1
RA
Royce & Associates
New York
-$14.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$14.4M
3
Franklin Resources
Franklin Resources
California
-$14M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.82M
5
Artisan Partners
Artisan Partners
Wisconsin
-$7.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$5K – – –
HR
252
Howe & Rusling
New York
$5K – – –
VIA
253
Vident Investment Advisory
Georgia
$4.38K +$2.1M +46,097 +105%
MFS
254
MSI Financial Services
Massachusetts
$4K +$274 +6 +9%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$4K +$502 +11 +17%
PMFA
256
Plante Moran Financial Advisors
Michigan
$4K +$3.69K +81 New
CFG
257
Citizens Financial Group
Rhode Island
$3K +$1.09K +24 +63%
CCA
258
Checchi Capital Advisers
California
$3K +$2.37K +52 New
MA
259
MUFG Americas
New York
$3K +$2.96K +65 New
First Manhattan
260
First Manhattan
New York
$2K – – –
MFW
261
Mosaic Family Wealth
Missouri
$2K – – –
WA
262
WFG Advisors
Texas
$2K – – –
HIM
263
Hillsdale Investment Management
Ontario, Canada
$2K +$228 +5 +13%
NC
264
NewSquare Capital
Pennsylvania
$2K +$2.24K +49 New
HW
265
Hancock Whitney
Mississippi
$1.02K +$958K +21,000 New
MDCM
266
Morgan Dempsey Capital Management
Wisconsin
$1K – – –
S
267
SignatureFD
Georgia
$1K – – –
PCM
268
Penserra Capital Management
California
$6 -$730 -16 -11%
LG
269
Leuthold Group
Minnesota
– -$4.75M -98,862 Closed
Two Sigma Investments
270
Two Sigma Investments
New York
– -$3M -62,475 Closed
SCA
271
Secor Capital Advisors
New York
– -$1.37M -28,556 Closed
GH
272
GAM Holding
Switzerland
– -$1.07M -22,270 Closed
JGUA
273
John G. Ullman & Associates
New York
– -$1.02M -21,300 Closed
TI
274
Trexquant Investment
Connecticut
– -$549K -11,421 Closed
Jane Street
275
Jane Street
New York
– -$473K -9,845 Closed
8 9 10
11
12

EME Hedge Fund Activity: Q1 2016 in Review

269 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2016, worth a combined $2.89B — up 0.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EME positions and 13 closed out — a net gain of 24 holders — while 96 added to existing stakes and 102 trimmed.

The largest buyer was Hahn Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Royce & Associates, cutting an estimated $14.6M.

  • 269 institutional investors held Emcor (EME) as of Q1 2016, up from 245 in Q4 2015.
  • Funds reported $2.89B of Emcor stock for Q1 2016, up 0.5% quarter-over-quarter.
  • 37 funds opened new Emcor positions in Q1 2016 and 13 closed out, a net change of +24 holders.
  • The largest Emcor buyer in Q1 2016 was Hahn Capital Management, an estimated $16.7M added.
  • The largest Emcor seller in Q1 2016 was Royce & Associates, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2016.