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Emcor
EME

394 hedge funds and large institutions have $5.49B invested in Emcor in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $2.79M

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

1% more funds holding

Funds holding: 390 → 394 (+4)

0.56% less ownership

Funds ownership: 93.39% → 92.83% (-0.56%)

6% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 145

13% less capital invested

Capital invested by funds: $6.33B → $5.49B (-$840M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
394
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
48
Increased
136
Reduced
145
Closed
40
Calls
$4.06M
Puts
$2.79M
Net Calls
+$1.28M
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
2
Millennium Management
Millennium Management
New York
+$14.1M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$13.7M
4
Boston Partners
Boston Partners
Massachusetts
+$13.3M
5
SAM
Silvercrest Asset Management
New York
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$84.3M
2
TCM
TimesSquare Capital Management
New York
-$30.8M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$26.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20.6M
5
RJA
Raymond James & Associates
Florida
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
376
Prestige Wealth Management Group
New Jersey
$4K – – –
AF
377
Allworth Financial
California
$3K – – –
FRA
378
Front Row Advisors
California
$3K – – –
GC
379
Globeflex Capital
California
$3K – – –
PCG
380
Private Capital Group
Connecticut
$3K – – –
CTC
381
Central Trust Company
Missouri
$3K +$1.18K +10 +71%
CI
382
Cordant Inc
Oregon
$3K +$2.83K +24 New
RCM
383
Raleigh Capital Management
North Carolina
$3K +$2.83K +24 New
MFT
384
Moisand Fitzgerald Tamayo
Florida
$3K +$3.3K +28 New
SWA
385
Sutton Wealth Advisors
Florida
$1.13K +$471 +4 +67%
FHA
386
First Horizon Advisors
Tennessee
$1K -$41.2K -350 -98%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$1K -$471 -4 -40%
BA
388
Bivin & Associates
Oklahoma
$1K – – –
RG
389
Retirement Group
California
$1K – – –
SC
390
Schubert & Co
Texas
$1K – – –
LAS
391
Lloyd Advisory Services
Georgia
$1K +$1.29K +11 New
DI
392
Disciplined Investments
Oklahoma
$1K +$1.41K +12 New
SC
393
Saturna Capital
Washington
– -$11.4M -89,650 Closed
VIA
394
Vident Investment Advisory
Georgia
– -$2.27M -17,821 Closed
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
– -$2.04M -15,997 Closed
BAM
396
Blueshift Asset Management
New Jersey
– -$1.6M -12,543 Closed
Canada Pension Plan Investment Board
397
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.53M -12,000 Closed
AIA
398
Affinity Investment Advisors
California
– -$1.09M -8,539 Closed
BAMF
399
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.08M -8,520 Closed
APG Asset Management
400
APG Asset Management
Netherlands
– -$860K -7,678 Closed
14 15
16
17 18

EME Hedge Fund Activity: Q1 2022 in Review

394 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2022, worth a combined $5.49B — down 13% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 40 closed out — a net gain of 8 holders — while 136 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.7M. The largest seller was BlackRock, cutting an estimated $84.3M.

  • 394 institutional investors held Emcor (EME) as of Q1 2022, up from 390 in Q4 2021.
  • Funds reported $5.49B of Emcor stock for Q1 2022, down 13% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q1 2022 and 40 closed out, a net change of +8 holders.
  • The largest Emcor buyer in Q1 2022 was Fidelity Investments, an estimated $26.7M added.
  • The largest Emcor seller in Q1 2022 was BlackRock, an estimated $84.3M sold.

Based on aggregated 13F filings for Q1 2022.