We are live on ! Find out more

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
TC
76
TwinBeech Capital
New York
$18.2M +$10.1M +48,171 +126%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$18.1M +$1.53M +7,331 +9%
Federated Hermes
78
Federated Hermes
Pennsylvania
$18M -$6.53M -31,226 -27%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$17.6M -$1.96M -9,366 -10%
UB
80
UMB Bank
Missouri
$17.5M
ZIM
81
Zacks Investment Management
Illinois
$17.4M -$6.07K -29 -0%
Renaissance Technologies
82
Renaissance Technologies
New York
$17.1M -$15.7M -74,963 -48%
DCM
83
Driehaus Capital Management
Illinois
$16.6M -$16.8M -80,403 -51%
RA
84
Royce & Associates
New York
$16.1M -$10M -47,818 -38%
WCM
85
Wedge Capital Management
North Carolina
$15.7M -$18.4M -88,184 -54%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$15.2M -$13.9M -66,453 -48%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M -$1.71M -8,171 -10%
FWIA
88
Fort Washington Investment Advisors
Ohio
$15M -$1.69M -8,080 -10%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$15M -$69.5K -332 -0.5%
HFS
90
Hantz Financial Services
Michigan
$14.6M +$27.2K +130 +0.2%
CWM
91
Congress Wealth Management
Massachusetts
$14.6M +$278K +1,331 +2%
Franklin Resources
92
Franklin Resources
California
$14.2M +$6.23M +29,796 +80%
MOACM
93
Mutual of America Capital Management
New York
$14.1M -$2.13M -10,203 -13%
AIG
94
American International Group
New York
$14M -$1.11M -5,313 -7%
Man Group
95
Man Group
United Kingdom
$13.9M -$9.67M -46,207 Closed
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$13.6M -$98.3K -470 -0.7%
CS
97
Credit Suisse
Switzerland
$13.3M +$91.6K +438 +0.7%
HPIA
98
Hamilton Point Investment Advisors
North Carolina
$13.3M +$161K +771 +1%
HCM
99
Hahn Capital Management
California
$13.2M -$5.57M -26,645 -30%
Squarepoint
100
Squarepoint
New York
$12.7M -$6.18M -29,549 -33%

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.