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493 hedge funds and large institutions have $8.21B invested in Emcor in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 142 increasing their positions, 204 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $3.9M

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

10% more capital invested

Capital invested by funds: $7.45B → $8.21B (+$761M)

7% more funds holding

Funds holding: 461493 (+32)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3.67% less ownership

Funds ownership: 97.8%94.13% (-3.7%)

30% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 204

Holders
493
Holders Change
+32
Holders Change %
+6.94%
% of All Funds
7.74%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
142
Reduced
204
Closed
37
Calls
$8.43M
Puts
$3.9M
Net Calls
+$4.53M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
501
Atria Investments
North Carolina
-$1.03M -6,312 Closed
BPC
502
Banque Pictet & Cie
Switzerland
-$930K -5,719 Closed
Simplex Trading
503
Simplex Trading
Illinois
-$930K -5,558 Closed
HIM
504
Hillsdale Investment Management
Ontario, Canada
-$894K -5,500 Closed
XT
505
XTX Topco
Cayman Islands
-$645K -3,969 Closed
ECM
506
Engine Capital Management
New York
-$621K -3,821 Closed
MC
507
Maverick Capital
Texas
-$535K -3,290 Closed
OCBCO
508
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$469K -2,882 Closed
MLICM
509
Metropolitan Life Insurance Company (MetLife)
New York
-$415K -2,550 Closed
MM
510
MQS Management
New York
-$380K -2,337 Closed
BC
511
Bridgefront Capital
Texas
-$373K -2,296 Closed
FA
512
FDx Advisors
Illinois
-$319K -2,156 Closed
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
-$268K -1,650 Closed
GIA
514
Gladstone Institutional Advisory
Florida
-$256K -1,577 Closed
William Blair & Company
515
William Blair & Company
Illinois
-$217K -1,336 Closed
CIP
516
Convergence Investment Partners
Florida
-$214K -1,316 Closed
PWPS
517
Pinnacle Wealth Planning Services
Ohio
-$213K -1,309 Closed
EI
518
Ellevest Inc
New York
-$151K -929 Closed
BAM
519
Belpointe Asset Management
Nevada
-$137K -844 Closed
TWA
520
TCI Wealth Advisors
Arizona
-$11.7K -72 Closed
SFG
521
Steward Financial Group
Texas
-$8K -54 Closed
SC
522
Schubert & Co
Texas
-$8.13K -50 Closed
First Manhattan
523
First Manhattan
New York
-$6.5K -40 Closed
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
-$6.18K -38 Closed
CFB
525
Cullen/Frost Bankers
Texas
-$3.9K -24 Closed

EME Hedge Fund Activity: Q2 2023 in Review

493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2023, worth a combined $8.21B — up 10% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EME positions and 37 closed out — a net gain of 33 holders — while 142 added to existing stakes and 204 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was BlackRock, cutting an estimated $163M.

  • 493 institutional investors held Emcor (EME) as of Q2 2023, up from 461 in Q1 2023.
  • Funds reported $8.21B of Emcor stock for Q2 2023, up 10% quarter-over-quarter.
  • 70 funds opened new Emcor positions in Q2 2023 and 37 closed out, a net change of +33 holders.
  • The largest Emcor buyer in Q2 2023 was Fidelity Investments, an estimated $175M added.
  • The largest Emcor seller in Q2 2023 was BlackRock, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2023.