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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
AWS
351
Atria Wealth Solutions
New York
$507K -$16.7K -80 -3%
CC
352
Centiva Capital
New York
$507K -$6.2M -29,625 -92%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$505K +$178K +852 +55%
CA
354
Cetera Advisors
Colorado
$480K -$42.5K -203 -8%
CM
355
Capula Management
Cayman Islands
$475K +$230K +1,100 +95%
BFM
356
Boothbay Fund Management
New York
$473K +$470K +2,246 New
BCM
357
BTC Capital Management
Iowa
$469K -$88.3K -422 -16%
SCM
358
Shelton Capital Management
Colorado
$460K -$33.9K -162 -7%
IA
359
IFP Advisors
Florida
$457K -$155K -742 -25%
IIM
360
INTECH Investment Management
Florida
$452K +$450K +2,149 New
ECM
361
EMC Capital Management
Texas
$452K -$1.06M -5,065 -70%
QCM
362
QRG Capital Management
Illinois
$444K +$441K +2,110 New
MHI
363
Miller Howard Investments
New York
$436K -$837 -4 -0.2%
ETC
364
Exchange Traded Concepts
Oklahoma
$421K +$202K +966 +93%
JFG
365
Jefferies Financial Group
New York
$421K -$739K -3,531 -64%
PWG
366
Portside Wealth Group
Utah
$415K +$209 +1 +0.1%
PCM
367
Prelude Capital Management
New York
$412K +$174K +833 +74%
PA
368
PFW Advisors
Georgia
$410K
JF
369
Jump Financial
Illinois
$408K -$540K -2,581 -57%
Corient Private Wealth
370
Corient Private Wealth
Florida
$402K +$400K +1,913 New
CP
371
Covenant Partners
Tennessee
$401K +$20.7K +99 +5%
CG
372
Caprock Group
Idaho
$398K +$14.4K +69 +4%
SSA
373
Schonfeld Strategic Advisors
New York
$398K -$658K -3,145 -62%
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$394K +$314K +1,499 +403%
AWAU
375
Alliance Wealth Advisors (Utah)
Utah
$392K +$1.88K +9 +0.5%

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.