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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
CC
476
Centiva Capital
New York
-$336K -2,268 Closed
YIH
477
Y-Intercept (HK)
Hong Kong
-$335K -2,262 Closed
ACM
478
Acrisure Capital Management
Texas
-$328K -2,215 Closed
HS
479
HighVista Strategies
Massachusetts
-$317K -2,140 Closed
QC
480
Quadrature Capital
United Kingdom
-$312K -2,109 Closed
WHG
481
Westwood Holdings Group
Texas
-$231K -1,563 Closed
OAM
482
Origin Asset Management
United Kingdom
-$224K -1,514 Closed
AWM
483
Apollon Wealth Management
South Carolina
-$201K -1,360 Closed
FCA
484
Fortis Capital Advisors
Kansas
-$124K -836 Closed
IUHSA
485
Itau Unibanco Holding S.A.
Brazil
-$99.6K -668 Closed
Balyasny Asset Management
486
Balyasny Asset Management
Illinois
-$72.1K -487 Closed
CS
487
Comerica Securities
Michigan
-$66.7K -450 Closed
AWM
488
Accurate Wealth Management
Florida
-$49.5K -337 Closed
Rockefeller Capital Management
489
Rockefeller Capital Management
New York
-$26K -176 Closed
RFA
490
Resurgent Financial Advisors
Georgia
-$23.1K -156 Closed
OWA
491
One Wealth Advisors
California
-$17.6K -119 Closed
VWM
492
Valley Wealth Managers
New Jersey
-$10.7K -72 Closed
BWL
493
Bogart Wealth LLC
Virginia
-$9.04K -61 Closed
MPCL
494
My Personal CFO LLC
Washington
-$8.74K -59 Closed
ACM
495
AUA Capital Management
Pennsylvania
-$6.37K -43 Closed
TC
496
Truvestments Capital
Florida
-$5.78K -39 Closed
BBPWM
497
Blue Bell Private Wealth Management
Pennsylvania
-$5.18K -35 Closed
MSCM
498
McElhenny Sheffield Capital Management
Texas
-$5.04K -34 Closed
AWM
499
Activest Wealth Management
Florida
-$4.59K -31 Closed
USCWA
500
U.S. Capital Wealth Advisors
Texas
-$2.81K -19 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.