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Emcor
EME

342 hedge funds and large institutions have $4.75B invested in Emcor in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $1.48M

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

36% more capital invested

Capital invested by funds: $3.5B → $4.75B (+$1.26B)

4% more funds holding

Funds holding: 329 → 342 (+13)

0.58% more ownership

Funds ownership: 94.32% → 94.9% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

36% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 142

Holders
342
Holders Change
+13
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
52
Increased
91
Reduced
142
Closed
37
Calls
$2.08M
Puts
$1.48M
Net Calls
+$604K
Net Calls Change
-$756K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$75M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.8M
3
CVA
Ceredex Value Advisors
Florida
+$17.3M
4
BlackRock
BlackRock
New York
+$16.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$16.4M

Top Sellers

1
SCM
Stadium Capital Management
Connecticut
-$23.8M
2
AL
AJO LP
Pennsylvania
-$23.1M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$15.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$12.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
326
SkyView Investment Advisors
New Jersey
$4K +$3.77K +47 New
PWMG
327
Prestige Wealth Management Group
New Jersey
$3K – – –
AssetMark Inc
328
AssetMark Inc
California
$2K -$23.4K -291 -92%
BCA
329
Berman Capital Advisors
Georgia
$2K -$723 -9 -24%
AF
330
Allworth Financial
California
$2K – – –
ABC
331
Associated Banc-Corp
Wisconsin
$2K – – –
FRA
332
Front Row Advisors
California
$2K – – –
PCG
333
Private Capital Group
Connecticut
$2K – – –
HGWM
334
Harvest Group Wealth Management
Massachusetts
$1K – – –
RG
335
Retirement Group
California
$1K – – –
TWA
336
TCI Wealth Advisors
Arizona
$1K – – –
PMFA
337
Plante Moran Financial Advisors
Michigan
$1K +$643 +8 New
SSWG
338
Seven Springs Wealth Group
Tennessee
$1K +$723 +9 New
TF
339
Tompkins Financial
New York
$1K +$1.28K +16 New
Assenagon Asset Management
340
Assenagon Asset Management
Luxembourg
– -$9.8M -144,777 Closed
CSS
341
Cubist Systematic Strategies
Connecticut
– -$4.74M -69,936 Closed
PFC
342
Phocas Financial Corp
California
– -$4.64M -68,568 Closed
BIM
343
Bogle Investment Management
Massachusetts
– -$2.75M -40,621 Closed
EF
344
Empowered Funds
Pennsylvania
– -$2.72M -40,144 Closed
Tudor Investment Corp
345
Tudor Investment Corp
Connecticut
– -$1.46M -21,606 Closed
ERSOT
346
Employees Retirement System of Texas
Texas
– -$1.3M -19,234 Closed
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
– -$1.26M -18,690 Closed
Canada Pension Plan Investment Board
348
Canada Pension Plan Investment Board
Ontario, Canada
– -$989K -14,600 Closed
Arrowstreet Capital
349
Arrowstreet Capital
Massachusetts
– -$914K -13,500 Closed
CIC
350
Cornercap Investment Counsel
Georgia
– -$896K -13,239 Closed
12 13
14
15 16

EME Hedge Fund Activity: Q4 2020 in Review

342 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2020, worth a combined $4.75B — up 36% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EME positions and 37 closed out — a net gain of 15 holders — while 91 added to existing stakes and 142 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $75M. The largest seller was Stadium Capital Management, cutting an estimated $23.8M.

  • 342 institutional investors held Emcor (EME) as of Q4 2020, up from 329 in Q3 2020.
  • Funds reported $4.75B of Emcor stock for Q4 2020, up 36% quarter-over-quarter.
  • 52 funds opened new Emcor positions in Q4 2020 and 37 closed out, a net change of +15 holders.
  • The largest Emcor buyer in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $75M added.
  • The largest Emcor seller in Q4 2020 was Stadium Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2020.