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526 hedge funds and large institutions have $9.3B invested in Emcor in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

32% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $20.1M

13% more capital invested

Capital invested by funds: $8.21B → $9.3B (+$1.09B)

7% more funds holding

Funds holding: 493526 (+33)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.45% less ownership

Funds ownership: 94.13%93.68% (-0.45%)

29% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 221

Holders
526
Holders Change
+33
Holders Change %
+6.69%
% of All Funds
8.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
81
Increased
157
Reduced
221
Closed
44
Calls
$26.5M
Puts
$20.1M
Net Calls
+$6.38M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Cambridge Advisors
Nebraska
$659K -$15.7K -75 -2%
TSS
327
Two Sigma Securities
New York
$644K +$641K +3,062 New
CIP
328
Cornerstone Investment Partners
Georgia
$644K +$1.46K +7 +0.2%
SPIA
329
Steward Partners Investment Advisory
New York
$632K -$1.86M -8,905 -75%
VIA
330
Virtus Investment Advisers
Connecticut
$626K
CNBT
331
Canandaigua National Bank & Trust
New York
$615K -$21.3K -102 -3%
MWM
332
Mission Wealth Management
California
$603K -$45.6K -218 -7%
SCA
333
Snowden Capital Advisors
New York
$582K -$446K -2,131 -44%
MOS
334
MGO One Seven
Ohio
$577K -$40.8K -195 -7%
Aviva
335
Aviva
United Kingdom
$576K -$1.16M -5,538 -67%
API
336
Advisor Partners II
California
$575K -$5.44K -26 -0.9%
ET
337
Equitable Trust
Tennessee
$573K
BTWM
338
Baker Tilly Wealth Management
Wisconsin
$572K -$15.1K -72 -3%
HMS
339
Hanseatic Management Services
New Mexico
$568K -$837 -4 -0.1%
GC
340
Guggenheim Capital
Illinois
$565K -$377K -1,801 -40%
HH
341
Hilltop Holdings
Texas
$552K +$549K +2,626 New
URS
342
Utah Retirement Systems
Utah
$547K +$20.9K +100 +4%
CIM
343
Cambria Investment Management
California
$546K -$92.3K -441 -15%
EI
344
Ethic Inc
New York
$537K -$82.6K -395 -13%
Two Sigma Investments
345
Two Sigma Investments
New York
$537K +$534K +2,552 New
ProShare Advisors
346
ProShare Advisors
Maryland
$535K -$48.7K -233 -8%
KI
347
Kapitalo Investimentos
Brazil
$526K +$388K +1,856 +287%
MA
348
Modus Advisors
Minnesota
$516K +$2.51K +12 +0.5%
ATC
349
Argent Trust Co
Tennessee
$514K -$90.2K -431 -15%
BHCM
350
Brevan Howard Capital Management
Jersey
$513K +$261K +1,246 +104%

EME Hedge Fund Activity: Q3 2023 in Review

526 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q3 2023, worth a combined $9.3B — up 13% from $8.21B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EME positions and 44 closed out — a net gain of 37 holders — while 157 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $57.9M.

  • 526 institutional investors held Emcor (EME) as of Q3 2023, up from 493 in Q2 2023.
  • Funds reported $9.3B of Emcor stock for Q3 2023, up 13% quarter-over-quarter.
  • 81 funds opened new Emcor positions in Q3 2023 and 44 closed out, a net change of +37 holders.
  • The largest Emcor buyer in Q3 2023 was BlackRock, an estimated $103M added.
  • The largest Emcor seller in Q3 2023 was Millennium Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2023.