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353 hedge funds and large institutions have $4.57B invested in Emcor in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 125 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

18% more capital invested

Capital invested by funds: $3.89B → $4.57B (+$682M)

14% more funds holding

Funds holding: 311353 (+42)

0.18% more ownership

Funds ownership: 94.83%95.01% (+0.18%)

4% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 125

15% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.2M

Holders
353
Holders Change
+42
Holders Change %
+13.5%
% of All Funds
8.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
63
Increased
120
Reduced
125
Closed
19
Calls
$1.03M
Puts
$1.2M
Net Calls
-$177K
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
HBK Investments
Texas
$6.25M -$1.08M -13,908 -15%
WG
102
Winton Group
United Kingdom
$5.92M +$5.61M +72,443 New
Wellington Management Group
103
Wellington Management Group
Massachusetts
$5.83M +$2.87M +37,088 +108%
Two Sigma Advisers
104
Two Sigma Advisers
New York
$5.83M +$1.63M +21,000 +42%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$5.68M +$1.28M +16,573 +31%
BCM
106
Bridgeway Capital Management
Texas
$5.59M
GC
107
Guggenheim Capital
Illinois
$5.31M -$172K -2,218 -3%
MIM
108
MetLife Investment Management
New Jersey
$5.23M +$4.95M +63,964 New
UBS Group
109
UBS Group
Switzerland
$5.18M +$1.69M +21,875 +53%
Comerica Bank
110
Comerica Bank
Texas
$5.11M +$60.3K +779 +1%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$4.84M +$2.43M +31,420 +113%
PCMI
112
Paradigm Capital Management Inc
New York
$4.54M -$372K -4,800 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
113
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.39M -$7.75K -100 -0.2%
SBH
114
Segall Bryant & Hamill
Illinois
$4.28M +$333K +4,302 +9%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$4.26M -$14.7K -190 -0.4%
Barclays
116
Barclays
United Kingdom
$4.17M +$269K +3,472 +7%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$4.14M -$101K -1,310 -3%
CAM
118
Congress Asset Management
Massachusetts
$4.13M -$68.5K -885 -2%
BCC
119
Bridge City Capital
Oregon
$3.9M
CEI
120
Clark Estates Inc
New York
$3.86M -$775K -10,000 -17%
PC
121
Palo Capital
California
$3.69M +$365K +4,714 +12%
ASRS
122
Arizona State Retirement System
Arizona
$3.46M +$683K +8,818 +26%
SGAM
123
Smith Group Asset Management
Texas
$3.4M +$2.17M +27,990 +205%
TBA
124
Train Babcock Advisors
New York
$3.36M -$199K -2,565 -6%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$3.33M -$204K -2,640 -6%

EME Hedge Fund Activity: Q4 2017 in Review

353 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2017, worth a combined $4.57B — up 18% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EME positions and 19 closed out — a net gain of 44 holders — while 120 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.9M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $109M.

  • 353 institutional investors held Emcor (EME) as of Q4 2017, up from 311 in Q3 2017.
  • Funds reported $4.57B of Emcor stock for Q4 2017, up 18% quarter-over-quarter.
  • 63 funds opened new Emcor positions in Q4 2017 and 19 closed out, a net change of +44 holders.
  • The largest Emcor buyer in Q4 2017 was Morgan Stanley, an estimated $35.9M added.
  • The largest Emcor seller in Q4 2017 was Ruane, Cunniff & Goldfarb, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2017.