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Emcor
EME

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: 4 → 6 (+2)

18% more capital invested

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

14% more funds holding

Funds holding: 311 → 353 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.9M
2
NI
Numeric Investors
Massachusetts
+$33.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M
4
Charles Schwab
Charles Schwab
California
+$28.2M
5
Millennium Management
Millennium Management
New York
+$22.2M

Top Sellers

1
RCG
Ruane, Cunniff & Goldfarb
New York
-$109M
2
HAI
Hennessy Advisors Inc
California
-$31.6M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$22M
4
Franklin Resources
Franklin Resources
California
-$21.7M
5
Goldman Sachs
Goldman Sachs
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
151
A.R.T. Advisors
New York
$2.21M +$1.2M +15,500 +135%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$2.14M -$57.5K -742 -3%
Bessemer Group
153
Bessemer Group
New Jersey
$2.13M -$387K -5,000 -16%
JAM
154
Jupiter Asset Management
United Kingdom
$2.11M – – –
HW
155
Hancock Whitney
Mississippi
$2.09M -$83.6K -1,079 -4%
LCM
156
Legato Capital Management
California
$2.05M – – –
SO
157
STRS Ohio
Ohio
$1.99M -$101K -1,300 -5%
JMPWA
158
JP Morgan Private Wealth Advisors
California
$1.98M -$6.97K -90 -0.4%
GC
159
Globeflex Capital
California
$1.88M -$44.9K -580 -2%
AIP
160
Ameritas Investment Partners
Nebraska
$1.86M – – –
JIR
161
James Investment Research
Ohio
$1.85M +$1.76M +22,690 New
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$1.8M +$18.6K +240 +1%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$1.77M +$36.9K +477 +2%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.73M -$92.9K -1,200 -5%
FMBTD
165
First Midwest Bank Trust Division
Illinois
$1.68M +$1.55K +20 +0.1%
Stifel Financial
166
Stifel Financial
Missouri
$1.67M -$8.98K -116 -0.6%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$1.66M +$1.19M +15,420 +316%
GP
168
Geneva Partners
Wisconsin
$1.62M +$1.54M +19,835 New
TW
169
Transform Wealth
Colorado
$1.62M +$1.53M +19,800 New
BC
170
Brinker Capital
Pennsylvania
$1.62M -$42.2K -545 -3%
SCM
171
Stevens Capital Management
Pennsylvania
$1.58M +$1.5M +19,328 New
VRS
172
Virginia Retirement Systems
Virginia
$1.58M +$15.5K +200 +1%
Two Sigma Investments
173
Two Sigma Investments
New York
$1.51M -$216K -2,788 -13%
MERSOM
174
Municipal Employees' Retirement System of Michigan
Michigan
$1.46M – – –
PP
175
Pegasus Partners
Wisconsin
$1.43M +$351K +4,529 +35%
5 6
7
8 9

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.