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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
WCM Investment Management
51
WCM Investment Management
California
$25M -$8.11M -52,764 -26%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$24.1M +$128M +830,522 +563%
Prudential Financial
53
Prudential Financial
New Jersey
$22.9M +$49.5K +322 +0.2%
SBH
54
Segall Bryant & Hamill
Illinois
$22.2M -$29.8K -194 -0.1%
WCM
55
Wedge Capital Management
North Carolina
$22.1M +$348K +2,265 +2%
CVA
56
Ceredex Value Advisors
Florida
$21.7M -$1.21M -7,896 -6%
GT
57
Glenmede Trust
Pennsylvania
$21.2M -$56.3K -366 -0.3%
Federated Hermes
58
Federated Hermes
Pennsylvania
$20.2M -$745K -4,846 -4%
Legal & General Group
59
Legal & General Group
United Kingdom
$20M +$105K +680 +0.6%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$19.6M -$1.36M -8,868 -7%
LI
61
Leeward Investments
Massachusetts
$19.5M -$479K -3,116 -3%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$19.4M -$3.34M -21,730 -15%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$19M -$1.97M -12,831 -10%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$19M -$2.81M -18,290 -14%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$19M -$175K -1,138 -1%
Walleye Capital
66
Walleye Capital
New York
$18.7M -$14.2M -92,436 -45%
CF
67
Cantor Fitzgerald
New York
$18.2M -$108K -702 -0.6%
KMC
68
Kirr Marbach & Co
Indiana
$17.8M -$173K -1,123 -1%
EIP
69
Epoch Investment Partners
New York
$17.5M +$3.51M +22,841 +27%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$17.5M +$3.51M +22,841 +27%
FWIA
71
Fort Washington Investment Advisors
Ohio
$17.3M +$149K +967 +0.9%
Stifel Financial
72
Stifel Financial
Missouri
$17.3M +$534K +3,471 +3%
First Trust Advisors
73
First Trust Advisors
Illinois
$17.1M -$11M -71,296 -40%
Swiss National Bank
74
Swiss National Bank
Switzerland
$16.7M -$2.49M -16,200 -14%
HCC
75
Hill City Capital
Massachusetts
$16.3M

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.