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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
Public Employees Retirement Association of Colorado
276
Public Employees Retirement Association of Colorado
Colorado
$1.04M
AI
277
Atria Investments
North Carolina
$1.03M +$1.03M +4,901 New
MPM
278
Meritage Portfolio Management
Kansas
$1.03M +$13.2K +63 +1%
FNBOH
279
First National Bank of Hutchinson
Kansas
$1.03M +$22K +105 +2%
Amundi
280
Amundi
France
$1.01M +$1.04M +4,975 +12,438%
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$1.01M +$43.1K +206 +4%
MYIA
282
Mount Yale Investment Advisors
Colorado
$983K -$50.2K -240 -5%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$958K -$24.3K -116 -2%
YIH
284
Y-Intercept (HK)
Hong Kong
$947K +$941K +4,499 New
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$941K +$936K +4,474 New
Robeco Institutional Asset Management
286
Robeco Institutional Asset Management
Netherlands
$939K
DADC
287
D.A. Davidson & Co
Montana
$938K +$23K +110 +3%
CCIA
288
Campbell & Co Investment Adviser
Maryland
$934K +$107K +510 +13%
WB
289
WesBanco Bank
West Virginia
$928K -$105K -500 -10%
KeyBank National Association
290
KeyBank National Association
Ohio
$916K -$127K -608 -12%
CCM
291
Coldstream Capital Management
Washington
$886K -$15.3K -73 -2%
LFAS
292
Level Four Advisory Services
Texas
$868K +$863K +4,125 New
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$860K -$33.9K -162 -4%
MSAM
294
Moloney Securities Asset Management
Missouri
$847K -$222K -1,059 -21%
SAM
295
Securian Asset Management
Minnesota
$840K -$51K -244 -6%
PRC
296
Pearl River Capital
Michigan
$829K +$825K +3,942 New
I
297
InceptionR
California
$829K -$403K -1,928 -33%
AssetMark Inc
298
AssetMark Inc
California
$824K -$269K -1,287 -25%
BRWA
299
B. Riley Wealth Advisors
Florida
$807K +$218K +1,041 +37%
TI
300
Tidal Investments
Wisconsin
$793K +$537K +2,567 +213%

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.