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323 hedge funds and large institutions have $4.13B invested in Emcor in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% less capital invested

Capital invested by funds: $4.31B → $4.13B (-$178M)

1.91% less ownership

Funds ownership: 94.75%92.84% (-1.9%)

5% less funds holding

Funds holding: 340323 (-17)

11% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 127

12% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $2.09M

31% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 42

Holders
323
Holders Change
-17
Holders Change %
-5%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
29
Increased
113
Reduced
127
Closed
42
Calls
$1.84M
Puts
$2.09M
Net Calls
-$258K
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$41.6M +$10M +128,990 +31%
SFM
27
Systematic Financial Management
New Jersey
$34.7M +$16.4M +211,837 +87%
N
28
Nuveen
North Carolina
$31.1M +$7.14M +92,107 +29%
Bank of America
29
Bank of America
North Carolina
$30.8M -$6.2M -79,999 -17%
Ameriprise
30
Ameriprise
Minnesota
$29.5M -$20.1M -258,829 -40%
Deutsche Bank
31
Deutsche Bank
Germany
$28.6M +$11.9M +153,789 +69%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$27.8M +$25.7M +331,396 +991%
HCM
33
Hahn Capital Management
California
$25M -$3.11M -40,077 -11%
PAM
34
Panagora Asset Management
Massachusetts
$22.5M +$1.24M +16,022 +6%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$21.7M +$1.44M +18,606 +7%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.3M +$1.05M +13,554 +5%
Principal Financial Group
37
Principal Financial Group
Iowa
$21.2M +$240K +3,092 +1%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$21M -$3.89M -50,184 -15%
Morgan Stanley
39
Morgan Stanley
New York
$20.8M -$17.8M -229,225 -46%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$20.6M -$2.46M -31,689 -10%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$20.4M +$25.2K +325 +0.1%
Adage Capital Partners
42
Adage Capital Partners
Massachusetts
$19.2M +$4.82M +62,200 +33%
Man Group
43
Man Group
United Kingdom
$18.2M -$11.9M -152,920 -39%
UBS AM
44
UBS AM
Illinois
$17.6M -$997K -12,868 -5%
Marshall Wace
45
Marshall Wace
United Kingdom
$15.3M +$15.5M +200,425 New
KMC
46
Kirr Marbach & Co
Indiana
$15M -$418K -5,387 -3%
CIM
47
Corbyn Investment Management
Maryland
$14.9M -$91.6K -1,182 -0.6%
American Century Companies
48
American Century Companies
Missouri
$14.6M +$5.89M +75,945 +65%
PPA
49
Parametric Portfolio Associates
Washington
$14.1M -$1.05M -13,573 -7%
William Blair Investment Management
50
William Blair Investment Management
Illinois
$14M -$3.83M -49,356 -21%

EME Hedge Fund Activity: Q2 2018 in Review

323 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2018, worth a combined $4.13B — down 4.1% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of EME and 29 opened new positions — a net loss of 13 holders — while 127 trimmed existing stakes and 113 added.

The largest buyer was AJO LP, adding an estimated $45.2M. The largest seller was Northern Trust, cutting an estimated $38.1M.

  • 323 institutional investors held Emcor (EME) as of Q2 2018, down from 340 in Q1 2018.
  • Funds reported $4.13B of Emcor stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 29 funds opened new Emcor positions in Q2 2018 and 42 closed out, a net change of -13 holders.
  • The largest Emcor buyer in Q2 2018 was AJO LP, an estimated $45.2M added.
  • The largest Emcor seller in Q2 2018 was Northern Trust, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2018.