We are live on ! Find out more

361 hedge funds and large institutions have $5.8B invested in Emcor in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $2.08M

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $4.75B → $5.8B (+$1.04B)

6% more funds holding

Funds holding: 342361 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.29% less ownership

Funds ownership: 94.9%94.61% (-0.29%)

23% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 139

Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
55
Increased
107
Reduced
139
Closed
32
Calls
$3.98M
Puts
$2.08M
Net Calls
+$1.9M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
251
William Blair & Company
Illinois
$407K +$364K +3,629 New
DADC
252
D.A. Davidson & Co
Montana
$406K
IA
253
IndexIQ Advisors
New York
$399K +$356K +3,555 New
Rafferty Asset Management
254
Rafferty Asset Management
New York
$387K +$72K +718 +26%
WAM
255
World Asset Management
Michigan
$375K -$15.3K -153 -5%
HIIFS
256
Harel Insurance Investments & Financial Services
Israel
$375K +$100K +1,000 New
M&T Bank
257
M&T Bank
New York
$370K -$393K -3,916 -54%
GT
258
Greenleaf Trust
Michigan
$353K +$2.21K +22 +0.7%
SCM
259
Shelton Capital Management
Colorado
$352K
CCM
260
Coldstream Capital Management
Washington
$334K
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$328K -$9.62K -96 -3%
NB
262
Northwest Bancshares
Pennsylvania
$327K
AIM
263
Aspen Investment Management
Michigan
$321K +$4.51K +45 +2%
DT
264
Diversified Trust
Tennessee
$320K +$29K +289 +11%
Truist Financial
265
Truist Financial
North Carolina
$316K +$45.8K +457 +19%
EGM
266
Engineers Gate Manager
New York
$300K +$11.2K +112 +4%
GHA
267
GW Henssler & Associates
Georgia
$299K -$80.2K -800 -23%
WG
268
Winton Group
United Kingdom
$299K -$8.62K -86 -3%
FCBT
269
First Citizens Bank & Trust
North Carolina
$295K -$11.9K -119 -4%
NNP
270
Nachman Norwood & Parrott
South Carolina
$282K
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$280K +$250K +2,493 New
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$274K -$6.82K -68 -3%
ET
273
Equitable Trust
Tennessee
$270K +$241K +2,408 New
MPM
274
Meritage Portfolio Management
Kansas
$265K +$236K +2,359 New
MML Investors Services
275
MML Investors Services
Massachusetts
$265K +$237K +2,365 New

EME Hedge Fund Activity: Q1 2021 in Review

361 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2021, worth a combined $5.8B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EME positions and 32 closed out — a net gain of 23 holders — while 107 added to existing stakes and 139 trimmed.

The largest buyer was BlackRock, adding an estimated $68M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 361 institutional investors held Emcor (EME) as of Q1 2021, up from 342 in Q4 2020.
  • Funds reported $5.8B of Emcor stock for Q1 2021, up 22% quarter-over-quarter.
  • 55 funds opened new Emcor positions in Q1 2021 and 32 closed out, a net change of +23 holders.
  • The largest Emcor buyer in Q1 2021 was BlackRock, an estimated $68M added.
  • The largest Emcor seller in Q1 2021 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2021.