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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
First Trust Advisors
26
First Trust Advisors
Illinois
$63.1M +$32.7M +156,148 +109%
Goldman Sachs
27
Goldman Sachs
New York
$61.9M -$1.65M -7,874 -3%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$60.6M -$36.6M -175,001 -38%
Ameriprise
29
Ameriprise
Minnesota
$55.8M -$386K -1,847 -0.7%
SFM
30
Systematic Financial Management
New Jersey
$55.4M -$10.7M -51,170 -16%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$54.2M +$4.99M +23,865 +10%
CCMG
32
Clark Capital Management Group
Pennsylvania
$52.2M -$17.5M -83,475 -25%
Bank of America
33
Bank of America
North Carolina
$49.2M -$13.7M -65,268 -22%
AAM
34
ACK Asset Management
Connecticut
$48.4M -$14.6M -70,000 -23%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.3M +$760K +3,633 +2%
TCM
36
TimesSquare Capital Management
New York
$46.3M -$12.8M -61,250 -22%
AllianceBernstein
37
AllianceBernstein
Tennessee
$45.1M -$14.4M -68,685 -24%
Principal Financial Group
38
Principal Financial Group
Iowa
$45M -$2.48M -11,866 -5%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$44.3M +$37M +176,639 +520%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$44.1M +$10.7M +51,314 +32%
Millennium Management
41
Millennium Management
New York
$44M -$57.9M -276,788 -57%
LSV Asset Management
42
LSV Asset Management
Illinois
$42.5M -$17.1M -81,628 -29%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$41.3M -$12.8M -60,985 -24%
Victory Capital Management
44
Victory Capital Management
Texas
$39.9M -$29.8M -142,329 -43%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$38.6M -$13M -62,118 -25%
RJA
46
Raymond James & Associates
Florida
$37.9M -$634K -3,032 -2%
VHMC
47
Value Holdings Management Company
New York
$37.4M
Prudential Financial
48
Prudential Financial
New Jersey
$34M +$16M +76,365 +89%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$32.9M -$10M -47,908 -23%
UBS AM
50
UBS AM
Illinois
$32.3M -$2.43M -11,628 -7%

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.