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526 hedge funds and large institutions have $9.3B invested in Emcor in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

32% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $20.1M

13% more capital invested

Capital invested by funds: $8.21B → $9.3B (+$1.09B)

7% more funds holding

Funds holding: 493526 (+33)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.45% less ownership

Funds ownership: 94.13%93.68% (-0.45%)

29% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 221

Holders
526
Holders Change
+33
Holders Change %
+6.69%
% of All Funds
8.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
81
Increased
157
Reduced
221
Closed
44
Calls
$26.5M
Puts
$20.1M
Net Calls
+$6.38M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
251
Synovus Financial
Georgia
$1.28M +$13K +62 +1%
OIA
252
OneDigital Investment Advisors
Kansas
$1.27M +$2.93K +14 +0.2%
GGHC
253
Gilder Gagnon Howe & Co
New York
$1.27M +$1.26M +6,014 New
II
254
Inspire Investing
Idaho
$1.26M -$208K -995 -14%
KFP
255
KB Financial Partners
New Jersey
$1.26M +$3.35K +16 +0.3%
PGCM
256
Prescott Group Capital Management
Oklahoma
$1.26M +$1.26M +6,000 New
VPIM
257
Vanguard Personalized Indexing Management
California
$1.26M +$197K +942 +19%
DF
258
Donoghue Forlines
Massachusetts
$1.25M +$1.24M +5,919 New
HIM
259
Hanlon Investment Management
New Jersey
$1.24M -$418K -1,997 -25%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$1.22M +$1.21M +5,793 New
WCA
261
Waratah Capital Advisors
Ontario, Canada
$1.21M +$1.2M +5,757 New
PAS
262
Park Avenue Securities
New York
$1.19M +$1.19M +5,672 New
QPW
263
Quantum Private Wealth
Florida
$1.19M
AIMCA
264
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.18M -$669K -3,200 -36%
SOADOR
265
State of Alaska Department of Revenue
Alaska
$1.18M -$61.7K -295 -5%
ACM
266
Aquatic Capital Management
Illinois
$1.18M +$188K +900 +19%
DBRC
267
D.B. Root & Company
Pennsylvania
$1.16M -$63.8K -305 -5%
Pictet Asset Management
268
Pictet Asset Management
Switzerland
$1.15M +$1.14M +5,454 New
CWP
269
Curated Wealth Partners
California
$1.1M -$16.5K -79 -1%
FFG
270
Fortem Financial Group
California
$1.1M +$172K +821 +19%
CP
271
Cumberland Partners
Ontario, Canada
$1.09M -$167K -800 -13%
SOW
272
State of Wyoming
Wyoming
$1.09M +$250K +1,193 +30%
IWC
273
Integrated Wealth Concepts
Massachusetts
$1.06M -$367K -1,753 -26%
NYLIM
274
New York Life Investment Management
New York
$1.05M +$562K +2,685 +115%
NSEDCP
275
NJ State Employees Deferred Compensation Plan
New Jersey
$1.05M

EME Hedge Fund Activity: Q3 2023 in Review

526 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q3 2023, worth a combined $9.3B — up 13% from $8.21B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EME positions and 44 closed out — a net gain of 37 holders — while 157 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $57.9M.

  • 526 institutional investors held Emcor (EME) as of Q3 2023, up from 493 in Q2 2023.
  • Funds reported $9.3B of Emcor stock for Q3 2023, up 13% quarter-over-quarter.
  • 81 funds opened new Emcor positions in Q3 2023 and 44 closed out, a net change of +37 holders.
  • The largest Emcor buyer in Q3 2023 was BlackRock, an estimated $103M added.
  • The largest Emcor seller in Q3 2023 was Millennium Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2023.