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299 hedge funds and large institutions have $3.52B invested in Emcor in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $541K

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

20% more capital invested

Capital invested by funds: $2.93B → $3.52B (+$588M)

5% more funds holding

Funds holding: 286299 (+13)

0.49% less ownership

Funds ownership: 98.12%97.64% (-0.49%)

7% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 110

Holders
299
Holders Change
+13
Holders Change %
+4.55%
% of All Funds
7.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
42
Increased
102
Reduced
110
Closed
28
Calls
$1.09M
Puts
$541K
Net Calls
+$550K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$124K -$719 -13 -0.6%
AAM
252
Advisors Asset Management
Colorado
$123K +$114K +2,062 New
TRCT
253
Tower Research Capital (TRC)
New York
$86K -$460K -8,321 -85%
PMAM
254
Picton Mahoney Asset Management
Ontario, Canada
$83K -$16.6K -300 -18%
CG
255
Cutler Group
California
$83K +$77.7K +1,405 New
WTB
256
Washington Trust Bank
Washington
$78K +$72.2K +1,306 New
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$75K -$3.81K -69 -5%
VCM
258
Versant Capital Management
Arizona
$62K -$44.3K -801 -43%
TCM
259
Tradewinds Capital Management
Washington
$60K
Fuller & Thaler Asset Management
260
Fuller & Thaler Asset Management
California
$48K
DADC
261
D.A. Davidson & Co
Montana
$40K
IIC
262
Integrated Investment Consultants
Michigan
$39K
PCM
263
Prelude Capital Management
New York
$37K +$10.4K +188 +44%
WCBA
264
Weaver C. Barksdale & Associates
Tennessee
$36K +$15.2K +275 +83%
OMCS
265
Old Mutual Customised Solutions
South Africa
$30K -$127K -2,300 -82%
SGAM
266
Smith Group Asset Management
Texas
$27K
FNBT
267
FineMark National Bank & Trust
Florida
$26K +$23.7K +429 New
AG
268
Advisor Group
Arizona
$23K +$7.52K +136 +56%
NFG
269
Next Financial Group
Texas
$23K +$21.4K +388 New
PRS
270
Pinkerton Retirement Specialists
Idaho
$23K +$21.8K +394 New
BL
271
Balentine LLC
Georgia
$21K
GAM
272
Gemmer Asset Management
California
$21K
PCM
273
Penserra Capital Management
California
$19K +$7.19K +130 +67%
QCG
274
Quadrant Capital Group
Ohio
$15K
TCIM
275
TIAA CREF Investment Management
New York
$14.7K +$1.82M +32,896 +15%

EME Hedge Fund Activity: Q3 2016 in Review

299 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q3 2016, worth a combined $3.52B — up 20% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EME positions and 28 closed out — a net gain of 14 holders — while 102 added to existing stakes and 110 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $29M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $19.5M.

  • 299 institutional investors held Emcor (EME) as of Q3 2016, up from 286 in Q2 2016.
  • Funds reported $3.52B of Emcor stock for Q3 2016, up 20% quarter-over-quarter.
  • 42 funds opened new Emcor positions in Q3 2016 and 28 closed out, a net change of +14 holders.
  • The largest Emcor buyer in Q3 2016 was Glenmede Trust, an estimated $29M added.
  • The largest Emcor seller in Q3 2016 was Thrivent Financial for Lutherans, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2016.