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463 hedge funds and large institutions have $6.44B invested in Emcor in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,262% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $1.93M

304% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 28

24% more capital invested

Capital invested by funds: $5.19B → $6.44B (+$1.26B)

21% more funds holding

Funds holding: 383463 (+80)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.53% more ownership

Funds ownership: 91.07%93.6% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 157

Holders
463
Holders Change
+80
Holders Change %
+20.89%
% of All Funds
7.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
113
Increased
140
Reduced
157
Closed
28
Calls
$26.2M
Puts
$1.93M
Net Calls
+$24.3M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$15.2M +$1.75M +12,336 +14%
HCC
77
Hill City Capital
Massachusetts
$14.8M +$14.2M +100,000 New
PI
78
Putnam Investments
Massachusetts
$14.5M +$3.03M +21,345 +28%
AIG
79
American International Group
New York
$14.2M -$640K -4,506 -4%
PCMI
80
Paradigm Capital Management Inc
New York
$13.4M -$582K -4,100 -4%
SEI Investments
81
SEI Investments
Pennsylvania
$13M +$2.05M +14,435 +20%
HPIA
82
Hamilton Point Investment Advisors
North Carolina
$13M +$5.96K +42 +0%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$12.7M +$509K +3,583 +4%
EIP
84
Epoch Investment Partners
New York
$12.6M -$2.89M -20,376 -19%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$12.6M -$2.89M -20,376 -19%
UB
86
UMB Bank
Missouri
$12.3M
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.74M +12,240 +18%
ZIM
88
Zacks Investment Management
Illinois
$11.9M +$219K +1,546 +2%
Lazard Asset Management
89
Lazard Asset Management
New York
$11M -$468K -3,299 -4%
SO
90
STRS Ohio
Ohio
$10M -$355K -2,500 -4%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$9.94M -$5.24M -36,922 -36%
HFS
92
Hantz Financial Services
Michigan
$9.72M +$9.31M +65,602 +728,911%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$9.23M -$217K -1,531 -2%
CWM
94
Congress Wealth Management
Massachusetts
$9.09M +$8.71M +61,340 New
HF
95
HRT Financial
New York
$8.99M +$261K +1,841 +3%
RFC
96
Regions Financial Corp
Alabama
$8.97M -$329K -2,316 -4%
CIM
97
Corbyn Investment Management
Maryland
$8.84M -$9.37K -66 -0.1%
CS
98
Credit Suisse
Switzerland
$8.4M +$1.61M +11,316 +25%
RA
99
Royce & Associates
New York
$8.09M -$298K -2,103 -4%
Axa
100
Axa
France
$8.06M -$1.56M -11,000 -17%

EME Hedge Fund Activity: Q4 2022 in Review

463 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2022, worth a combined $6.44B — up 24% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EME positions and 28 closed out — a net gain of 85 holders — while 140 added to existing stakes and 157 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $93.5M. The largest seller was Victory Capital Management, cutting an estimated $86.5M.

  • 463 institutional investors held Emcor (EME) as of Q4 2022, up from 383 in Q3 2022.
  • Funds reported $6.44B of Emcor stock for Q4 2022, up 24% quarter-over-quarter.
  • 113 funds opened new Emcor positions in Q4 2022 and 28 closed out, a net change of +85 holders.
  • The largest Emcor buyer in Q4 2022 was Congress Asset Management, an estimated $93.5M added.
  • The largest Emcor seller in Q4 2022 was Victory Capital Management, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2022.