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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
BFEC
426
Benjamin F. Edwards & Company
Missouri
$11K
JWM
427
Janiczek Wealth Management
Colorado
$10.1K
C
428
Covestor
United Kingdom
$10K -$4.46K -29 -31%
AF
429
Allworth Financial
California
$9.92K
MCM
430
Manchester Capital Management
Vermont
$9.92K +$1.08K +7 +13%
AWM
431
Avior Wealth Management
Nebraska
$8.29K +$7.84K +51 New
SC
432
Schubert & Co
Texas
$8.13K -$308 -2 -4%
SFG
433
Steward Financial Group
Texas
$8K +$5.38K +35 +184%
First Manhattan
434
First Manhattan
New York
$6.5K
OLVIG
435
Oliver Lagore Vanvalin Investment Group
Michigan
$6.18K
VCM
436
Versant Capital Management
Arizona
$6.18K
HGERS
437
Householder Group Estate & Retirement Specialist
Arizona
$6K
PWMG
438
Prestige Wealth Management Group
New Jersey
$5.69K
CAM
439
ClariVest Asset Management
California
$5K -$1.48M -9,648 -100%
DA
440
Denali Advisors
California
$4.39K +$1.08K +7 +35%
FRA
441
Front Row Advisors
California
$4K
FMP
442
Financial Management Professionals
Texas
$4K +$3.54K +23 New
CFB
443
Cullen/Frost Bankers
Texas
$3.9K +$3.69K +24 New
FFA
444
Farther Finance Advisors
California
$3.74K +$615 +4 +21%
SIC
445
SJS Investment Consulting
Ohio
$3.58K +$461 +3 +16%
BFPW
446
BOK Financial Private Wealth
Colorado
$3.58K +$3.38K +22 New
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$3.41K
BBHC
448
Brown Brothers Harriman & Co
New York
$3.25K +$3.08K +20 New
LF
449
Lee Financial
Texas
$2.93K
MFT
450
Moisand Fitzgerald Tamayo
Florida
$2.6K

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.