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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
DI
451
Disciplined Investments
Oklahoma
$2.44K -$154 -1 -6%
BIA
452
Bell Investment Advisors
California
$1.95K +$461 +3 +33%
MRCM
453
M&R Capital Management
New Jersey
$1.95K +$1.84K +12 New
RI
454
Ridgewood Investments
New Jersey
$1.67K +$1.54K +10 New
GWS
455
Glassman Wealth Services
Virginia
$976
SWM
456
Spire Wealth Management
Virginia
$813 -$1.23K -8 -62%
Commonwealth Equity Services
457
Commonwealth Equity Services
Massachusetts
$731 +$99.8K +649 +17%
BAAM
458
Baker Avenue Asset Management
California
$650
RA
459
Rise Advisors
New York
$650 +$615 +4 New
TWP
460
TFO Wealth Partners
Ohio
$488 -$6.77K -44 -94%
TFM
461
TFC Financial Management
Massachusetts
$163 +$154 +1 New
HF
462
HRT Financial
New York
-$8.99M -60,689 Closed
FP
463
Foundry Partners
Minnesota
-$6.33M -42,721 Closed
Pacer Advisors
464
Pacer Advisors
Pennsylvania
-$1.56M -10,563 Closed
JCIA
465
Jackson Creek Investment Advisors
Colorado
-$1.04M -6,998 Closed
FC
466
FORA Capital
Florida
-$1.03M -6,985 Closed
GCM
467
Graham Capital Management
Connecticut
-$1.03M -6,960 Closed
QT
468
Quantbot Technologies
New York
-$884K -5,966 Closed
TWD
469
True Wealth Design
Ohio
-$867K -5,857 Closed
PAS
470
Park Avenue Securities
New York
-$848K -5,728 Closed
TC
471
TwinBeech Capital
New York
-$727K -4,906 Closed
LHC
472
Little House Capital
Massachusetts
-$646K -4,359 Closed
VRS
473
Virginia Retirement Systems
Virginia
-$592K -4,000 Closed
ONB
474
Old National Bancorp
Indiana
-$550K -3,718 Closed
SSA
475
Schonfeld Strategic Advisors
New York
-$533K -3,600 Closed

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.