Emcor
EME
340 hedge funds and large institutions have $4.31B invested in Emcor in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 48 closing their positions.
29% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $1.56M
0.26% less ownership
Funds ownership: 95.01% → 94.75% (-0.26%)
4% less funds holding
Funds holding: 353 → 340 (-13)
6% less capital invested
Capital invested by funds: $4.57B → $4.31B (-$256M)
10% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 48
13% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 128
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$36.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$15.1M |
| 4 |
Bank of New York Mellon
New York
|
+$14.6M |
| 5 |
BlackRock
New York
|
+$13.2M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
| 2 |
Morgan Stanley
New York
|
-$18.6M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$11.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$10.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$8.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
376
Balentine LLC
Atlanta,
Georgia
| – | -$16K | -200 | Closed |
|
377
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$12K | -149 | Closed |
|
|
CA
378
Calton & Associates
Tampa,
Florida
| – | -$12K | -147 | Closed |
|
|
TL
379
TrueWealth LLC
Atlanta,
Georgia
| – | -$6K | -78 | Closed |
|
|
FANJ
380
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -70 | Closed |
|
|
GWM
381
Geneos Wealth Management
Englewood,
Colorado
| – | -$5K | -69 | Closed |
|
|
PGWM
382
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$6K | -68 | Closed |
|
|
SPI
383
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$4K | -62 | Closed |
|
|
CIM
384
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$2K | -24 | Closed |
|
|
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2K | -21 | Closed |
|
|
BBHC
386
Brown Brothers Harriman & Co
New York
| – | -$1K | -15 | Closed |
|
EME Hedge Fund Activity: Q1 2018 in Review
340 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2018, worth a combined $4.31B — down 5.6% from $4.57B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of EME and 43 opened new positions — a net loss of 5 holders — while 128 trimmed existing stakes and 112 added.
The largest buyer was AJO LP, adding an estimated $36.9M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.
- 340 institutional investors held Emcor (EME) as of Q1 2018, down from 353 in Q4 2017.
- Funds reported $4.31B of Emcor stock for Q1 2018, down 5.6% quarter-over-quarter.
- 43 funds opened new Emcor positions in Q1 2018 and 48 closed out, a net change of -5 holders.
- The largest Emcor buyer in Q1 2018 was AJO LP, an estimated $36.9M added.
- The largest Emcor seller in Q1 2018 was Fidelity Investments, an estimated $42.9M sold.
Based on aggregated 13F filings for Q1 2018.