Emcor
334 hedge funds and large institutions have $3.44B invested in Emcor in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 32 closing their positions.
404% more call options, than puts
Call options by funds: $2.87M | Put options by funds: $569K
91% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 32
9% more funds holding
Funds holding: 307 → 334 (+27)
5% more capital invested
Capital invested by funds: $3.27B → $3.44B (+$168M)
0.27% more ownership
Funds ownership: 94.57% → 94.84% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
25% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$137M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$36.4M |
| 3 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
+$25.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$89.4M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$34.5M |
| 3 |
SC
Saturna Capital
Bellingham,
Washington
|
-$34M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$31M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$29.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IUHSA
351
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$59K | -966 | Closed |
|
|
ASN
352
Advisory Services Network
Atlanta,
Georgia
| – | -$58K | -950 | Closed |
|
|
WCM
353
Wealthcare Capital Management
Richmond,
Virginia
| – | -$38K | -612 | Closed |
|
354
AssetMark Inc
Concord,
California
| – | -$29K | -481 | Closed |
|
|
NFG
355
Next Financial Group
Houston,
Texas
| – | -$28K | -450 | Closed |
|
356
Simplex Trading
Chicago,
Illinois
| – | -$19.9K | -317 | Closed |
|
|
CCA
357
Column Capital Advisors
Indianapolis,
Indiana
| – | -$15K | -238 | Closed |
|
|
PO
358
Private Ocean
San Rafael,
California
| – | -$11K | -192 | Closed |
|
|
LWA
359
Lenox Wealth Advisors
New York
| – | -$3K | -48 | Closed |
|
|
IFAM
360
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$2K | -30 | Closed |
|
361
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -29 | Closed |
|
362
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$376 | +6 | New |
|
|
PFO
363
Pathstone Family Office
Englewood,
New Jersey
| – | +$626 | +10 | New |
|
EME Hedge Fund Activity: Q2 2020 in Review
334 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2020, worth a combined $3.44B — up 5.1% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new EME positions and 32 closed out — a net gain of 29 holders — while 98 added to existing stakes and 130 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $137M. The largest seller was Victory Capital Management, cutting an estimated $89.4M.
- 334 institutional investors held Emcor (EME) as of Q2 2020, up from 307 in Q1 2020.
- Funds reported $3.44B of Emcor stock for Q2 2020, up 5.1% quarter-over-quarter.
- 61 funds opened new Emcor positions in Q2 2020 and 32 closed out, a net change of +29 holders.
- The largest Emcor buyer in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $137M added.
- The largest Emcor seller in Q2 2020 was Victory Capital Management, an estimated $89.4M sold.
Based on aggregated 13F filings for Q2 2020.