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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
AP
376
Advisors Preferred
Maryland
$391K +$395K +1,888 New
LWAM
377
Legacy Wealth Asset Management
Minnesota
$388K -$26.8K -128 -6%
AIM
378
Aspen Investment Management
Michigan
$375K +$373K +1,785 New
WG
379
Winton Group
United Kingdom
$371K +$369K +1,762 New
AWG
380
Altus Wealth Group
Colorado
$362K -$12.6K -60 -3%
Brown Advisory
381
Brown Advisory
Maryland
$358K +$4.18K +20 +1%
VA
382
Vident Advisory
Georgia
$358K +$356K +1,700 New
BCM
383
Bayesian Capital Management
New York
$349K -$564K -2,694 -62%
FFM
384
Forum Financial Management
Illinois
$339K
Capstone Investment Advisors
385
Capstone Investment Advisors
New York
$338K +$336K +1,608 New
Group One Trading
386
Group One Trading
Illinois
$336K +$111K +530 +50%
AA
387
ALPS Advisors
Colorado
$320K +$318K +1,520 New
FL
388
Fort LP
Maryland
$319K -$29.7K -142 -9%
MCM
389
MAI Capital Management
Ohio
$317K +$2.72K +13 +0.9%
Mitsubishi UFJ Trust & Banking
390
Mitsubishi UFJ Trust & Banking
Japan
$317K -$58.6K -280 -16%
GCM
391
Graham Capital Management
Connecticut
$315K +$314K +1,499 New
Bessemer Group
392
Bessemer Group
New Jersey
$315K -$209K -997 -40%
CFAM
393
Coury Firm Asset Management
Pennsylvania
$314K -$69.9K -334 -18%
CB
394
Commerce Bank
Missouri
$313K +$4.18K +20 +1%
FSC
395
Full Sail Capital
Oklahoma
$311K
GHA
396
GW Henssler & Associates
Georgia
$306K -$222K -1,059 -42%
BC
397
Bridgefront Capital
Texas
$305K +$303K +1,449 New
HCM
398
Hilton Capital Management
New York
$303K -$3.35K -16 -1%
FIM
399
Freedom Investment Management
Connecticut
$303K +$301K +1,438 New
BEI
400
Benjamin Edwards Inc
Missouri
$299K +$93.5K +447 +46%

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.