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463 hedge funds and large institutions have $6.44B invested in Emcor in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,262% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $1.93M

304% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 28

24% more capital invested

Capital invested by funds: $5.19B → $6.44B (+$1.26B)

21% more funds holding

Funds holding: 383463 (+80)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.53% more ownership

Funds ownership: 91.07%93.6% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 157

Holders
463
Holders Change
+80
Holders Change %
+20.89%
% of All Funds
7.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
113
Increased
140
Reduced
157
Closed
28
Calls
$26.2M
Puts
$1.93M
Net Calls
+$24.3M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$49M -$9.07M -63,935 -16%
Bank of America
27
Bank of America
North Carolina
$48.3M +$4.22M +29,759 +10%
CCMG
28
Clark Capital Management Group
Pennsylvania
$48M +$1.88M +13,236 +4%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.9M +$1.22M +8,609 +3%
Boston Partners
30
Boston Partners
Massachusetts
$47.5M -$1.25M -8,796 -3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$46M -$2.55M -17,995 -5%
AAM
32
ACK Asset Management
Connecticut
$44.4M
LSV Asset Management
33
LSV Asset Management
Illinois
$43.6M -$12M -84,370 -22%
Ameriprise
34
Ameriprise
Minnesota
$43.3M -$5.01M -35,274 -11%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$39.3M +$27.4M +193,263 +268%
Invesco
36
Invesco
Georgia
$36.1M +$15.4M +108,814 +81%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$35M -$1.27M -8,936 -4%
Principal Financial Group
38
Principal Financial Group
Iowa
$32.2M +$3.34M +23,556 +12%
Goldman Sachs
39
Goldman Sachs
New York
$31.1M -$24.3M -171,179 -45%
Walleye Capital
40
Walleye Capital
New York
$30.7M -$3.85M -27,152 -12%
WCM Investment Management
41
WCM Investment Management
California
$30.6M -$6.13M -43,172 -17%
RJA
42
Raymond James & Associates
Florida
$29.7M -$720K -5,072 -2%
DCM
43
Driehaus Capital Management
Illinois
$29.3M +$28.1M +197,753 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$26.8M -$251K -1,770 -1%
VHMC
45
Value Holdings Management Company
New York
$26.5M
First Trust Advisors
46
First Trust Advisors
Illinois
$26.1M -$1.78M -12,557 -7%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$25.6M -$1.68M -11,871 -6%
Renaissance Technologies
48
Renaissance Technologies
New York
$25.3M +$10.4M +73,000 +75%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$24.6M -$889K -6,264 -4%
UBS AM
50
UBS AM
Illinois
$23.8M -$541K -3,814 -2%

EME Hedge Fund Activity: Q4 2022 in Review

463 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2022, worth a combined $6.44B — up 24% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EME positions and 28 closed out — a net gain of 85 holders — while 140 added to existing stakes and 157 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $93.5M. The largest seller was Victory Capital Management, cutting an estimated $86.5M.

  • 463 institutional investors held Emcor (EME) as of Q4 2022, up from 383 in Q3 2022.
  • Funds reported $6.44B of Emcor stock for Q4 2022, up 24% quarter-over-quarter.
  • 113 funds opened new Emcor positions in Q4 2022 and 28 closed out, a net change of +85 holders.
  • The largest Emcor buyer in Q4 2022 was Congress Asset Management, an estimated $93.5M added.
  • The largest Emcor seller in Q4 2022 was Victory Capital Management, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2022.