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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
PI
76
Putnam Investments
Massachusetts
$16M +$78.6K +511 +0.5%
AIG
77
American International Group
New York
$15.6M -$34.6K -225 -0.2%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$15.6M -$3.81M -24,802 -21%
RA
79
Royce & Associates
New York
$15.4M +$6.17M +40,108 +73%
HCM
80
Hahn Capital Management
California
$14.9M -$2.66M -17,301 -16%
PAM
81
Panagora Asset Management
Massachusetts
$14.7M -$4.93M -32,060 -26%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$14.7M +$13.9M +90,319 New
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$14.2M +$12.9M +84,210 +2,974%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$13.8M -$151K -984 -1%
MOACM
85
Mutual of America Capital Management
New York
$13.7M -$3.24M -21,096 -20%
UB
86
UMB Bank
Missouri
$13.5M
ZIM
87
Zacks Investment Management
Illinois
$13.3M +$195K +1,268 +2%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$12.5M -$545K -3,545 -4%
SEI Investments
89
SEI Investments
Pennsylvania
$11.9M -$2.3M -14,962 -17%
AG
90
Algert Global
California
$11.8M +$3.95M +25,676 +54%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$11M +$79K +514 +0.8%
CWM
92
Congress Wealth Management
Massachusetts
$11M +$946K +6,153 +10%
HFS
93
Hantz Financial Services
Michigan
$10.9M +$260K +1,691 +3%
HPIA
94
Hamilton Point Investment Advisors
North Carolina
$10.8M -$3.31M -21,516 -25%
SO
95
STRS Ohio
Ohio
$10.1M -$861K -5,600 -8%
RFC
96
Regions Financial Corp
Alabama
$9.89M +$38.9K +253 +0.4%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$9.74M -$367K -2,388 -4%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$9.69M +$1.64M +10,658 +22%
CIM
99
Corbyn Investment Management
Maryland
$9.64M -$66.9K -435 -0.7%
CS
100
Credit Suisse
Switzerland
$9.4M +$162K +1,054 +2%

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.