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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
ATC
451
Adirondack Trust Company
New York
$84.2K +$83.7K +400 New
CA
452
Clearstead Advisors
Ohio
$80.8K +$40.2K +192 +100%
WT
453
Whittier Trust
California
$75.3K
Nomura Asset Management
454
Nomura Asset Management
Japan
$63.1K
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$61.6K +$2.72K +13 +5%
GRP
456
Global Retirement Partners
California
$57.7K -$20.7K -99 -26%
SS
457
Sunbelt Securities
Texas
$55.5K
HI
458
Harbour Investments
Wisconsin
$42.1K -$1.05K -5 -2%
CFB
459
Cullen/Frost Bankers
Texas
$42.1K +$41.8K +200 New
FHA
460
First Horizon Advisors
Tennessee
$41K -$23K -110 -36%
RCM
461
Raleigh Capital Management
North Carolina
$40.9K +$9.62K +46 +31%
DJSG
462
D.J. St. Germain
Massachusetts
$40K
CTA
463
Colonial Trust Advisors
South Carolina
$39.6K
AP
464
Arlington Partners
Alabama
$35.3K
AT
465
Arlington Trust
Alabama
$35.3K +$35.1K +168 New
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$35K -$628 -3 -2%
FCA
467
FinTrust Capital Advisors
South Carolina
$34.2K -$8.16K -39 -19%
LC
468
Lindbrook Capital
California
$33K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$32.2K +$2.09K +10 +7%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$31.6K +$7.32K +35 +30%
HNB
471
Huntington National Bank
Ohio
$30.5K -$3.35K -16 -10%
LFA
472
LGT Financial Advisors
Texas
$30.1K +$29.9K +143 New
HT
473
Headlands Technologies
Illinois
$29K -$187K -894 -87%
DGAM
474
Desjardins Global Asset Management
Quebec, Canada
$28.5K +$28.2K +135 New
JWA
475
JFS Wealth Advisors
Pennsylvania
$26.1K

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.