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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
SAMT
151
Select Asset Management & Trust
Pennsylvania
$5.21M
LCG
152
Lisanti Capital Growth
New York
$5.19M +$5.16M +24,665 New
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.12M -$752K -3,594 -13%
GCM
154
Genus Capital Management
British Columbia, Canada
$4.95M -$36.6K -175 -0.7%
YCM
155
Yousif Capital Management
Michigan
$4.91M -$322K -1,540 -6%
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$4.75M
Citadel Advisors
157
Citadel Advisors
Florida
$4.67M +$4.57M +21,832 +5,837%
Massachusetts Financial Services
158
Massachusetts Financial Services
Massachusetts
$4.66M -$3.15M -15,060 -40%
LCM
159
LRT Capital Management
Texas
$4.6M +$4.57M +21,857 New
Citigroup
160
Citigroup
New York
$4.6M -$3M -14,352 -40%
RWM
161
Ritholtz Wealth Management
New York
$4.54M +$28.4K +136 +0.6%
Treasurer of the State of North Carolina
162
Treasurer of the State of North Carolina
North Carolina
$4.33M +$20.9K +100 +0.5%
US Bancorp
163
US Bancorp
Minnesota
$4.31M -$159K -758 -4%
GAM
164
Gotham Asset Management
New York
$4.27M +$3.55M +16,972 +510%
BCI
165
Brinker Capital Investments
Pennsylvania
$4.17M -$1.66M -7,955 -29%
OPS
166
Orion Portfolio Solutions
Nebraska
$4.17M -$1.66M -7,955 -29%
TI
167
Trexquant Investment
Connecticut
$3.94M +$2.45M +11,712 +167%
MAM
168
Meeder Asset Management
Ohio
$3.93M +$117K +560 +3%
EGM
169
Engineers Gate Manager
New York
$3.9M +$1.1M +5,244 +39%
NC
170
NewSquare Capital
Pennsylvania
$3.9M +$224K +1,072 +6%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$3.75M +$661K +3,160 +22%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$3.74M -$187K -895 -5%
DWA
173
Dorsey Wright & Associates
California
$3.55M +$205K +982 +6%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$3.48M +$1.64M +7,850 +90%
TC
175
TownSquare Capital
Utah
$3.47M -$100K -478 -3%

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.