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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
BC
326
Bridgefront Capital
Texas
$373K +$353K +2,296 New
CA
327
Cetera Advisors
Colorado
$371K -$8.92K -58 -2%
ECM
328
EMC Capital Management
Texas
$349K
CFAM
329
Coury Firm Asset Management
Pennsylvania
$345K -$45.8K -298 -12%
TI
330
Tidal Investments
Wisconsin
$338K -$565K -3,675 -64%
MHI
331
Miller Howard Investments
New York
$335K +$3.54K +23 +1%
LWAM
332
Legacy Wealth Asset Management
Minnesota
$319K +$4.92K +32 +2%
FA
333
FDx Advisors
Illinois
$319K
NRD
334
Nebula Research & Development
New York
$318K +$301K +1,956 New
Mitsubishi UFJ Trust & Banking
335
Mitsubishi UFJ Trust & Banking
Japan
$304K +$21.7K +141 +8%
AWAU
336
Alliance Wealth Advisors (Utah)
Utah
$301K +$7.84K +51 +3%
CP
337
Covenant Partners
Tennessee
$291K +$36.6K +238 +15%
CAG
338
Csenge Advisory Group
Florida
$289K -$38.9K -253 -12%
HPC
339
HM Payson & Co
Maine
$287K -$15.4K -100 -5%
Brown Advisory
340
Brown Advisory
Maryland
$274K
II
341
Inspire Investing
Idaho
$272K +$13.1K +85 +5%
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
$268K
HCM
343
Hilton Capital Management
New York
$263K -$59.4K -386 -18%
FFM
344
Forum Financial Management
Illinois
$262K
V
345
Veritable
Delaware
$260K +$4.61K +30 +2%
BTI
346
Blue Trust Inc
Georgia
$259K +$89.3K +581 +50%
GIA
347
Gladstone Institutional Advisory
Florida
$256K -$1.23K -8 -0.5%
CT
348
Colonial Trust
South Carolina
$256K +$242K +1,575 New
AWG
349
Altus Wealth Group
Colorado
$252K +$9.99K +65 +4%
DekaBank Deutsche Girozentrale
350
DekaBank Deutsche Girozentrale
Germany
$245K -$85.5K -556 -27%

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.