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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
Citadel Advisors
126
Citadel Advisors
Florida
$5.26M -$14.1M -91,531 -74%
Canada Life
127
Canada Life
Manitoba, Canada
$5.21M -$94.1K -612 -2%
AB
128
Amalgamated Bank
New York
$5.19M -$278K -1,805 -5%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$4.91M -$359K -2,335 -7%
SG Americas Securities
130
SG Americas Securities
New York
$4.88M +$2.6M +16,902 +129%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$4.87M -$446K -2,902 -9%
BCI
132
Brinker Capital Investments
Pennsylvania
$4.66M +$10.1K +66 +0.2%
OPS
133
Orion Portfolio Solutions
Nebraska
$4.66M +$4.41M +28,683 New
UBS Group
134
UBS Group
Switzerland
$4.65M +$2.41M +15,683 +121%
NW
135
NewEdge Wealth
Pennsylvania
$4.52M -$428K -2,784 -9%
EAM
136
EULAV Asset Management
Florida
$4.46M +$4.22M +27,422 New
SCP
137
Seizert Capital Partners
Michigan
$4.42M -$714K -4,641 -15%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$4.39M +$201K +1,305 +5%
MCM
139
Mitchell Capital Management
Kansas
$4.38M +$1.79M +11,654 +76%
TI
140
Trexquant Investment
Connecticut
$4.31M +$1.01M +6,553 +33%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$4.31M
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$4.23M -$54.6K -355 -1%
YCM
143
Yousif Capital Management
Michigan
$4.21M -$52.3K -340 -1%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$3.94M +$320K +2,079 +9%
HighTower Advisors
145
HighTower Advisors
Illinois
$3.82M +$521K +3,387 +17%
JMPWA
146
JP Morgan Private Wealth Advisors
California
$3.81M +$1.24M +8,052 +52%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$3.68M +$2.22M +14,429 +176%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$3.66M -$226K -1,469 -6%
US Bancorp
149
US Bancorp
Minnesota
$3.52M -$34.9K -227 -1%
Macquarie Group
150
Macquarie Group
Australia
$3.51M +$1.31M +8,506 +65%

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.