Emcor
390 hedge funds and large institutions have $6.33B invested in Emcor in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 20 closing their positions.
140% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 20
99% more call options, than puts
Call options by funds: $5.16M | Put options by funds: $2.59M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more capital invested
Capital invested by funds: $5.77B → $6.33B (+$566M)
7% more funds holding
Funds holding: 366 → 390 (+24)
0.01% more ownership
Funds ownership: 93.38% → 93.39% (+0.01%)
13% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$20.6M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$15.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.1M |
| 4 |
Millennium Management
New York
|
+$13.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$26.2M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$14.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
401
Bridgefront Capital
Austin,
Texas
| – | -$210K | -1,816 | Closed |
|
|
CIC
402
Carnegie Investment Counsel
Pepper Pike,
Ohio
| – | -$208K | -1,800 | Closed |
|
|
ECM
403
Engine Capital Management
New York
| – | -$69K | -600 | Closed |
|
|
CFD
404
Creative Financial Designs
Kokomo,
Indiana
| – | -$29K | -251 | Closed |
|
|
GRP
405
Global Retirement Partners
San Rafael,
California
| – | -$6K | -54 | Closed |
|
406
Simplex Trading
Chicago,
Illinois
| – | -$6.44K | -52 | Closed |
|
|
KIG
407
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$4K | -35 | Closed |
|
|
AWA
408
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -11 | Closed |
|
|
CT
409
Cambridge Trust
Cambridge,
Massachusetts
| – | +$248 | +2 | New |
|
|
JWM
410
Janiczek Wealth Management
Denver,
Colorado
| – | +$371 | +3 | New |
|
EME Hedge Fund Activity: Q4 2021 in Review
390 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2021, worth a combined $6.33B — up 9.8% from $5.77B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EME positions and 20 closed out — a net gain of 28 holders — while 125 added to existing stakes and 144 trimmed.
The largest buyer was TimesSquare Capital Management, adding an estimated $20.6M. The largest seller was Fidelity Investments, cutting an estimated $66.6M.
- 390 institutional investors held Emcor (EME) as of Q4 2021, up from 366 in Q3 2021.
- Funds reported $6.33B of Emcor stock for Q4 2021, up 9.8% quarter-over-quarter.
- 48 funds opened new Emcor positions in Q4 2021 and 20 closed out, a net change of +28 holders.
- The largest Emcor buyer in Q4 2021 was TimesSquare Capital Management, an estimated $20.6M added.
- The largest Emcor seller in Q4 2021 was Fidelity Investments, an estimated $66.6M sold.
Based on aggregated 13F filings for Q4 2021.