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461 hedge funds and large institutions have $7.45B invested in Emcor in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.98M

16% more capital invested

Capital invested by funds: $6.44B → $7.45B (+$1.01B)

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

4.19% more ownership

Funds ownership: 93.6%97.8% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 463461 (-2)

2% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 176

Holders
461
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
48
Increased
173
Reduced
176
Closed
43
Calls
$12.4M
Puts
$1.98M
Net Calls
+$10.4M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$36.9K -$1.08K -7 -3%
PI
402
PineBridge Investments
New York
$35.4K -$42.1K -274 -56%
HI
403
Harbour Investments
Wisconsin
$33.3K
WT
404
Whittier Trust
California
$32.4K
CAC
405
Core Alternative Capital
Georgia
$32.2K
CA
406
Clearstead Advisors
Ohio
$31.2K
CTA
407
Colonial Trust Advisors
South Carolina
$30.6K
FCA
408
FinTrust Capital Advisors
South Carolina
$29.9K
CFO
409
CVA Family Office
Colorado
$29.3K
HNB
410
Huntington National Bank
Ohio
$28.5K +$3.38K +22 +14%
AP
411
Arlington Partners
Alabama
$27.3K +$25.8K +168 New
LC
412
Lindbrook Capital
California
$25.5K -$615 -4 -2%
JWA
413
JFS Wealth Advisors
Pennsylvania
$21.1K +$769 +5 +4%
AS
414
Altshuler Shaham
Israel
$21.1K +$20K +130 New
RCM
415
Raleigh Capital Management
North Carolina
$20K +$5.84K +38 +45%
CWC
416
Carolinas Wealth Consulting
North Carolina
$19.8K -$1.84K -12 -9%
NIC
417
Northwest Investment Counselors
Oregon
$18.5K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$17.7K -$46.3K -301 -73%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$17.6K +$13.2K +86 +391%
SC
420
Solstein Capital
California
$17.2K
PGAM
421
Princeton Global Asset Management
New Jersey
$16.3K
HCP
422
Hexagon Capital Partners
Arkansas
$14.6K +$769 +5 +6%
RFG
423
RFP Financial Group
Georgia
$12.2K
WWP
424
WR Wealth Planners
Missouri
$12.2K +$11.5K +75 New
TWA
425
TCI Wealth Advisors
Arizona
$11.7K

EME Hedge Fund Activity: Q1 2023 in Review

461 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2023, worth a combined $7.45B — up 16% from $6.44B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 43 closed out — a net gain of 5 holders — while 173 added to existing stakes and 176 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was Victory Capital Management, cutting an estimated $69.3M.

  • 461 institutional investors held Emcor (EME) as of Q1 2023, down from 463 in Q4 2022.
  • Funds reported $7.45B of Emcor stock for Q1 2023, up 16% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Emcor buyer in Q1 2023 was Envestnet Asset Management, an estimated $128M added.
  • The largest Emcor seller in Q1 2023 was Victory Capital Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2023.