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
Select Equity Group
101
Select Equity Group
New York
$12.6M +$12.5M +59,914 New
RFC
102
Regions Financial Corp
Alabama
$12.3M -$702K -3,357 -5%
HW
103
Hancock Whitney
Mississippi
$12.2M -$25.1K -120 -0.2%
Osaic Holdings
104
Osaic Holdings
Arizona
$11.9M +$4.69M +22,422 +66%
Tudor Investment Corp
105
Tudor Investment Corp
Connecticut
$11.6M -$1.08M -5,161 -9%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$11.3M +$1.87M +8,921 +20%
American Century Companies
107
American Century Companies
Missouri
$11.2M -$1.3M -6,200 -10%
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$11.1M -$1.1M -5,261 -9%
CIM
109
Corbyn Investment Management
Maryland
$11M -$65.5K -313 -0.6%
BNP Paribas Asset Management
110
BNP Paribas Asset Management
France
$10.7M -$4.02M -19,237 -27%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$10.6M -$475K -2,269 -4%
Macquarie Group
112
Macquarie Group
Australia
$10.3M +$124K +591 +1%
SO
113
STRS Ohio
Ohio
$10.1M -$1.61M -7,681 -14%
Jane Street
114
Jane Street
New York
$9.63M -$26.5M -126,628 -73%
Lazard Asset Management
115
Lazard Asset Management
New York
$9.54M +$5.38M +25,723 +131%
Barclays
116
Barclays
United Kingdom
$9.51M -$2.05M -9,803 -18%
PCMI
117
Paradigm Capital Management Inc
New York
$9.16M -$377K -1,800 -4%
ROC
118
Running Oak Capital
Minnesota
$9.08M -$258K -1,235 -3%
EAM
119
EULAV Asset Management
Florida
$8.97M +$2.3K +11 +0%
MGWM
120
Marks Group Wealth Management
Minnesota
$8.62M -$279K -1,334 -3%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$8.49M -$314K -1,499 -4%
TPSF
122
Texas Permanent School Fund
Texas
$8.42M -$383K -1,832 -4%
GIA
123
GHP Investment Advisors
Colorado
$8.26M -$54.8K -262 -0.6%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$8.26M -$4.6M -21,979 -36%
MAM
125
Martingale Asset Management
Massachusetts
$8.2M +$6.44M +30,784 +376%

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.