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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
GWM
501
Geneos Wealth Management
Colorado
$6.73K +$6.69K +32 New
CAM
502
ClariVest Asset Management
California
$6K
TCOV
503
Trust Company of Vermont
Vermont
$5.47K -$227K -1,085 -98%
FRA
504
Front Row Advisors
California
$5.26K
GI
505
Gradient Investments
Minnesota
$4.63K +$1.46K +7 +47%
SIC
506
SJS Investment Consulting
Ohio
$4.21K
BBHC
507
Brown Brothers Harriman & Co
New York
$4.21K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$4K -$418 -2 -10%
FFA
509
Farther Finance Advisors
California
$4K
LF
510
Lee Financial
Texas
$3.79K
MFT
511
Moisand Fitzgerald Tamayo
Florida
$3.37K
HGERS
512
Householder Group Estate & Retirement Specialist
Arizona
$2.94K +$2.93K +14 New
MRCM
513
M&R Capital Management
New Jersey
$2.52K
LFG
514
Larson Financial Group
Missouri
$2.52K +$2.51K +12 New
OLVIG
515
Oliver Lagore Vanvalin Investment Group
Michigan
$2.31K +$2.3K +11 New
TCM
516
TD Capital Management
Tennessee
$2.31K +$2.3K +11 New
VWM
517
Venturi Wealth Management
Texas
$1.47K +$1.46K +7 New
BIA
518
Bell Investment Advisors
California
$1.26K -$628 -3 -33%
GWS
519
Glassman Wealth Services
Virginia
$1.26K
CAL
520
Capital Advisors Ltd
Ohio
$1K
CAL
521
Capital Analysts LLC
Pennsylvania
$1K +$1.25K +6 New
BAAM
522
Baker Avenue Asset Management
California
$842
TWP
523
TFO Wealth Partners
Ohio
$739 +$209 +1 +33%
HI
524
Horizon Investments
North Carolina
$631
CA
525
Crewe Advisors
Utah
$211 +$209 +1 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.