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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
NIC
476
Northwest Investment Counselors
Oregon
$24K
SC
477
Solstein Capital
California
$22.3K
VAG
478
VisionPoint Advisory Group
Texas
$21K -$7.95K -38 -28%
PGAM
479
Princeton Global Asset Management
New Jersey
$21K
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K +$20.9K +100 New
RFA
481
Resurgent Financial Advisors
Georgia
$21K +$20.9K +100 New
CAC
482
Core Alternative Capital
Georgia
$20.8K
PTC
483
Private Trust Company
Ohio
$19.6K -$418 -2 -2%
HCP
484
Hexagon Capital Partners
Arkansas
$19.6K +$628 +3 +3%
OA
485
Operose Advisors
Wisconsin
$18.3K +$18.2K +87 New
RFG
486
RFP Financial Group
Georgia
$15.8K
AF
487
Allworth Financial
California
$15.6K +$2.72K +13 +21%
BFEC
488
Benjamin F. Edwards & Company
Missouri
$15K
WWP
489
WR Wealth Planners
Missouri
$14.3K
C
490
Covestor
United Kingdom
$14K -$10.7K -51 -44%
AIC
491
Archer Investment Corporation
Indiana
$13.9K
JWM
492
Janiczek Wealth Management
Colorado
$13.7K
MCM
493
Manchester Capital Management
Vermont
$12.8K
VCM
494
Versant Capital Management
Arizona
$10.9K
AWM
495
Avior Wealth Management
Nebraska
$10.7K
SFG
496
Steward Financial Group
Texas
$10K +$10.5K +50 New
CWC
497
Carolinas Wealth Consulting
North Carolina
$9.92K -$6.69K -32 -40%
Mitsubishi UFJ Asset Management
498
Mitsubishi UFJ Asset Management
Japan
$8.42K +$8.37K +40 New
PWMG
499
Prestige Wealth Management Group
New Jersey
$7.36K
BWM
500
Baystate Wealth Management
Massachusetts
$7.36K +$7.32K +35 New

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.