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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
HR
276
Howe & Rusling
New York
$14K +$7.41K +134 +135%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$11K +$5.42K +98 +118%
FPFS
278
First Personal Financial Services
North Carolina
$11K +$9.84K +178 New
IUHSA
279
Itau Unibanco Holding S.A.
Brazil
$11K +$9.95K +180 New
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$10K
CGT
281
Capital Guardian Trust
California
$9K
MA
282
MUFG Americas
New York
$9K
KT
283
Kanaly Trust
Texas
$8K -$1.33K -24 -15%
CFG
284
Citizens Financial Group
Rhode Island
$7K -$2.82K -51 -29%
Creative Planning
285
Creative Planning
Kansas
$6K +$442 +8 +8%
GWM
286
Geneos Wealth Management
Colorado
$4K +$3.81K +69 New
PMFA
287
Plante Moran Financial Advisors
Michigan
$3K -$2.87K -52 -49%
First Manhattan
288
First Manhattan
New York
$3K
Loomis, Sayles & Company
289
Loomis, Sayles & Company
Massachusetts
$3K
MFW
290
Mosaic Family Wealth
Missouri
$3K
WA
291
WFG Advisors
Texas
$3K
MFS
292
MSI Financial Services
Massachusetts
$2K
MWP
293
MYCIO Wealth Partners
Pennsylvania
$2K +$1.66K +30 New
VOYA Investment Management
294
VOYA Investment Management
Georgia
$1.47K -$408K -7,385 -23%
HIM
295
Hillsdale Investment Management
Ontario, Canada
$1K -$553 -10 -29%
TWA
296
TCI Wealth Advisors
Arizona
$1K
CHP
297
Cable Hill Partners
Oregon
$1K +$1.16K +21 New
Caisse de Depot et Placement du Quebec (CDPQ)
298
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.12M -104,000 Closed
Capital Fund Management (CFM)
299
Capital Fund Management (CFM)
France
-$2.63M -53,500 Closed
AFA
300
Abacus FCF Advisors
Florida
-$1.59M -32,343 Closed

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.