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361 hedge funds and large institutions have $5.8B invested in Emcor in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $2.08M

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $4.75B → $5.8B (+$1.04B)

6% more funds holding

Funds holding: 342361 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.29% less ownership

Funds ownership: 94.9%94.61% (-0.29%)

23% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 139

Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
55
Increased
107
Reduced
139
Closed
32
Calls
$3.98M
Puts
$2.08M
Net Calls
+$1.9M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
301
Standard Family Office
South Dakota
$83K
FF
302
FourThought Financial
Florida
$81K -$1.5K -15 -2%
WWM
303
Wolff Wiese Magana
California
$77K
HFM
304
Harvest Fund Management
China
$75K +$67.2K +670 New
ECM
305
Engine Capital Management
New York
$67K +$60.1K +600 New
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$62K
TCM
307
Tradewinds Capital Management
Washington
$56K
BWA
308
BDO Wealth Advisors
Florida
$55K
NFG
309
Next Financial Group
Texas
$54K +$100 +1 +0.2%
FHA
310
First Horizon Advisors
Tennessee
$45K
AF
311
Advisornet Financial
Minnesota
$44K
QT
312
Quantbot Technologies
New York
$42K +$38.1K +380 New
SWM
313
Spire Wealth Management
Virginia
$41K +$36.4K +363 New
VanEck Associates
314
VanEck Associates
New York
$36K +$32.2K +321 New
GAM
315
Gemmer Asset Management
California
$35K
HI
316
Harbour Investments
Wisconsin
$34K +$30.1K +300 New
S
317
SignatureFD
Georgia
$32K -$2.51K -25 -8%
CI Investments Inc
318
CI Investments Inc
Ontario, Canada
$28K -$6.51K -65 -21%
CFD
319
Creative Financial Designs
Indiana
$28K
Simplex Trading
320
Simplex Trading
Illinois
$28K +$7.72K +77 +44%
FMT
321
First Mercantile Trust
Tennessee
$26K -$2.21K -22 -9%
FCA
322
FinTrust Capital Advisors
South Carolina
$25K -$6.51K -65 -23%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$25K
QCG
324
Quadrant Capital Group
Ohio
$25K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$24K +$9.52K +95 +79%

EME Hedge Fund Activity: Q1 2021 in Review

361 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2021, worth a combined $5.8B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EME positions and 32 closed out — a net gain of 23 holders — while 107 added to existing stakes and 139 trimmed.

The largest buyer was BlackRock, adding an estimated $68M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 361 institutional investors held Emcor (EME) as of Q1 2021, up from 342 in Q4 2020.
  • Funds reported $5.8B of Emcor stock for Q1 2021, up 22% quarter-over-quarter.
  • 55 funds opened new Emcor positions in Q1 2021 and 32 closed out, a net change of +23 holders.
  • The largest Emcor buyer in Q1 2021 was BlackRock, an estimated $68M added.
  • The largest Emcor seller in Q1 2021 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2021.