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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
LTI
301
Laffer Tengler Investments
Tennessee
$494K +$2.46K +16 +0.5%
KWM
302
Kolinsky Wealth Management
New Jersey
$492K +$1.23K +8 +0.3%
GCP
303
GSA Capital Partners
United Kingdom
$484K -$361K -2,346 -44%
MOS
304
MGO One Seven
Ohio
$479K -$49.8K -324 -10%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$471K -$86K -559 -16%
OCBCO
306
Oversea-Chinese Banking Corp (OCBC)
Singapore
$469K -$67.3K -438 -13%
CCS
307
Concentric Capital Strategies
Connecticut
$463K +$438K +2,850 New
CG
308
Caprock Group
Idaho
$460K +$205K +1,336 +90%
BTWM
309
Baker Tilly Wealth Management
Wisconsin
$452K +$26.1K +170 +7%
HMS
310
Hanseatic Management Services
New Mexico
$443K -$4.46K -29 -1%
ET
311
Equitable Trust
Tennessee
$443K -$97.5K -634 -19%
AWS
312
Atria Wealth Solutions
New York
$425K -$5.07K -33 -1%
API
313
Advisor Partners II
California
$421K +$7.38K +48 +2%
PA
314
Profund Advisors
Maryland
$415K -$51.4K -334 -12%
MLICM
315
Metropolitan Life Insurance Company (MetLife)
New York
$415K -$56.4K -367 -13%
Walleye Trading
316
Walleye Trading
New York
$408K -$481K -3,125 -55%
CIM
317
CIM Investment Management
Pennsylvania
$401K -$109K -709 -22%
FRM
318
Fox Run Management
Connecticut
$400K +$378K +2,461 New
EI
319
Ethic Inc
New York
$398K +$51.7K +336 +16%
BCM
320
BTC Capital Management
Iowa
$395K -$51.5K -335 -12%
SCM
321
Shelton Capital Management
Colorado
$393K
QCM
322
Quantinno Capital Management
New York
$384K -$1.38K -9 -0.4%
MA
323
Modus Advisors
Minnesota
$380K +$2.15K +14 +0.6%
MM
324
MQS Management
New York
$380K +$359K +2,337 New
Ohio Public Employees Retirement System (OPERS)
325
Ohio Public Employees Retirement System (OPERS)
Ohio
$376K -$373K -2,427 -51%

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.