Emcor
286 hedge funds and large institutions have $2.93B invested in Emcor in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 104 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
6% more funds holding
Funds holding: 269 → 286 (+17)
2% more capital invested
Capital invested by funds: $2.89B → $2.93B (+$48.3M)
0.82% less ownership
Funds ownership: 98.94% → 98.12% (-0.82%)
5% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$32M |
| 2 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$28.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.8M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$42.7M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$24.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.1M |
| 4 |
ClearBridge Investments
New York
|
-$16M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
301
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2K | -49 | Closed |
|
|
S
302
SignatureFD
Atlanta,
Georgia
| – | -$1K | -16 | Closed |
|
303
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$95 | +2 | New |
|
EME Hedge Fund Activity: Q2 2016 in Review
286 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2016, worth a combined $2.93B — up 1.7% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EME positions and 18 closed out — a net gain of 21 holders — while 99 added to existing stakes and 104 trimmed.
The largest buyer was State Street, adding an estimated $32M. The largest seller was BlackRock Fund Advisors, cutting an estimated $42.7M.
- 286 institutional investors held Emcor (EME) as of Q2 2016, up from 269 in Q1 2016.
- Funds reported $2.93B of Emcor stock for Q2 2016, up 1.7% quarter-over-quarter.
- 39 funds opened new Emcor positions in Q2 2016 and 18 closed out, a net change of +21 holders.
- The largest Emcor buyer in Q2 2016 was State Street, an estimated $32M added.
- The largest Emcor seller in Q2 2016 was BlackRock Fund Advisors, an estimated $42.7M sold.
Based on aggregated 13F filings for Q2 2016.