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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$32.2M -$393K -1,877 -1%
Boston Partners
52
Boston Partners
Massachusetts
$32.1M -$1.46M -6,980 -4%
SEI Investments
53
SEI Investments
Pennsylvania
$29.5M +$6.21M +29,696 +27%
GT
54
Glenmede Trust
Pennsylvania
$28.2M +$813K +3,885 +3%
Allianz Asset Management
55
Allianz Asset Management
Germany
$26.4M +$11.7M +55,942 +80%
Legal & General Group
56
Legal & General Group
United Kingdom
$24.5M -$340K -1,624 -1%
WCM Investment Management
57
WCM Investment Management
California
$23.8M -$8.51M -40,700 -27%
KMC
58
Kirr Marbach & Co
Indiana
$23M -$60K -287 -0.3%
LI
59
Leeward Investments
Massachusetts
$22.8M -$1.74M -8,313 -7%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$22.5M +$8.44M +40,356 +61%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$22.2M -$7.32K -35 -0%
Swiss National Bank
62
Swiss National Bank
Switzerland
$22M +$146K +700 +0.7%
HCC
63
Hill City Capital
Massachusetts
$21M
CSS
64
Cubist Systematic Strategies
Connecticut
$20.9M +$9.16M +43,800 +79%
Connor, Clark & Lunn Investment Management (CC&L)
65
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.8M +$11.5M +54,958 +125%
EIP
66
Epoch Investment Partners
New York
$20.5M -$1.84M -8,816 -8%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$20.5M -$1.84M -8,816 -8%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$20.4M -$825K -3,946 -4%
SBH
69
Segall Bryant & Hamill
Illinois
$20.3M -$8.59M -41,086 -30%
Stifel Financial
70
Stifel Financial
Missouri
$20.3M -$725K -3,464 -3%
PI
71
Putnam Investments
Massachusetts
$20.2M +$163K +777 +0.8%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$19.6M +$2.08M +9,946 +12%
PAM
73
Panagora Asset Management
Massachusetts
$19.2M +$4.04M +19,330 +27%
UBS Group
74
UBS Group
Switzerland
$19.1M +$7.1M +33,947 +60%
HF
75
HRT Financial
New York
$19M -$9.08M -43,411 -32%

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.