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461 hedge funds and large institutions have $7.45B invested in Emcor in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.98M

16% more capital invested

Capital invested by funds: $6.44B → $7.45B (+$1.01B)

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

4.19% more ownership

Funds ownership: 93.6%97.8% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 463461 (-2)

2% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 176

Holders
461
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
48
Increased
173
Reduced
176
Closed
43
Calls
$12.4M
Puts
$1.98M
Net Calls
+$10.4M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
276
Virtus Investment Advisers
Connecticut
$633K -$23.4K -152 -4%
ECM
277
Engine Capital Management
New York
$621K -$15.5M -100,500 -96%
FB
278
Fulton Bank
Pennsylvania
$614K -$18.6K -121 -3%
CIM
279
Cambria Investment Management
California
$607K +$574K +3,731 New
MPM
280
Meritage Portfolio Management
Kansas
$603K +$1.23K +8 +0.2%
SOW
281
State of Wyoming
Wyoming
$592K -$209K -1,361 -27%
MWM
282
Mission Wealth Management
California
$590K +$28.4K +185 +5%
CCIA
283
Campbell & Co Investment Adviser
Maryland
$590K -$896K -5,828 -62%
Westfield Capital Management
284
Westfield Capital Management
Massachusetts
$576K
GT
285
Greenleaf Trust
Michigan
$571K +$3.69K +24 +0.7%
SPIA
286
Steward Partners Investment Advisory
New York
$566K +$72.6K +472 +16%
CAN
287
Cetera Advisor Networks
California
$551K +$17.2K +112 +3%
MC
288
Maverick Capital
Texas
$535K +$506K +3,290 New
B
289
Bailard
California
$524K -$135K -876 -21%
CA
290
Cambridge Advisors
Nebraska
$521K -$20.8K -135 -4%
ACM
291
Aquatic Capital Management
Illinois
$520K -$1.31M -8,500 -73%
Calamos Advisors
292
Calamos Advisors
Illinois
$517K -$1.1M -7,170 -69%
MAM
293
Martingale Asset Management
Massachusetts
$508K +$481K +3,127 New
GHA
294
GW Henssler & Associates
Georgia
$506K +$4.3K +28 +0.9%
IWC
295
Integrated Wealth Concepts
Massachusetts
$505K +$477K +3,105 New
CNBT
296
Canandaigua National Bank & Trust
New York
$505K +$478K +3,107 New
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$499K +$198K +1,287 +72%
TRCT
298
Tower Research Capital (TRC)
New York
$497K +$185K +1,204 +65%
CIP
299
Cornerstone Investment Partners
Georgia
$496K -$4.92K -32 -1%
M&T Bank
300
M&T Bank
New York
$496K -$8.61K -56 -2%

EME Hedge Fund Activity: Q1 2023 in Review

461 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2023, worth a combined $7.45B — up 16% from $6.44B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 43 closed out — a net gain of 5 holders — while 173 added to existing stakes and 176 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was Victory Capital Management, cutting an estimated $69.3M.

  • 461 institutional investors held Emcor (EME) as of Q1 2023, down from 463 in Q4 2022.
  • Funds reported $7.45B of Emcor stock for Q1 2023, up 16% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Emcor buyer in Q1 2023 was Envestnet Asset Management, an estimated $128M added.
  • The largest Emcor seller in Q1 2023 was Victory Capital Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2023.