We are live on ! Find out more

210 hedge funds and large institutions have $3.07B invested in Emcor in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $2.75B → $3.07B (+$319M)

1.45% more ownership

Funds ownership: 96.81%98.26% (+1.4%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 210210 (0)

8% less call options, than puts

Call options by funds: $117K | Put options by funds: $127K

49% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 103

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
6.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
21
Increased
53
Reduced
103
Closed
20
Calls
$117K
Puts
$127K
Net Calls
-$10K
Net Calls Change
+$113K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$7K +$6.65K +151 New
PTC
202
Private Trust Company
Ohio
$5K
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.45K -$2.73K -62 -0.1%
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$2K -$4.84K -110 -69%
WA
205
WFG Advisors
Texas
$2K -$352 -8 -15%
First Manhattan
206
First Manhattan
New York
$2K
PMFA
207
Plante Moran Financial Advisors
Michigan
$2K
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$1K -$4.71K -107 -84%
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GT
210
Glenmede Trust
Pennsylvania
$1K
DCM
211
Discovery Capital Management
Connecticut
-$22.7M -535,300 Closed
PAMP
212
Polar Asset Management Partners
Ontario, Canada
-$12.5M -293,800 Closed
GACM
213
Green Arrow Capital Management
New York
-$8.45M -199,007 Closed
TC
214
TFS Capital
Pennsylvania
-$7.6M -179,167 Closed
CCM
215
Cadence Capital Management
Massachusetts
-$5.49M -129,281 Closed
HAI
216
Hennessy Advisors Inc
California
-$4.54M -106,900 Closed
FWIA
217
Fort Washington Investment Advisors
Ohio
-$2.95M -69,512 Closed
PCM
218
Piermont Capital Management
Missouri
-$1.76M -41,436 Closed
QBFM
219
QS Batterymarch Financial Management
New York
-$1.31M -30,850 Closed
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
-$1.12M -26,407 Closed
NBC
221
Neuberger Berman Canada
Ontario, Canada
-$929K -21,900 Closed
DC
222
Deere & Company
Illinois
-$690K -16,269 Closed
FCBT
223
First Citizens Bank & Trust
North Carolina
-$657K -15,479 Closed
Jane Street
224
Jane Street
New York
-$602K -14,196 Closed
AL
225
Airain Ltd
Guernsey
-$284K -6,700 Closed

EME Hedge Fund Activity: Q1 2014 in Review

210 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2014, worth a combined $3.07B — up 12% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EME positions and 20 closed out — a net gain of 1 holder — while 53 added to existing stakes and 103 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $44.3M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $22.7M sold.

  • 210 institutional investors held Emcor (EME) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $3.07B of Emcor stock for Q1 2014, up 12% quarter-over-quarter.
  • 21 funds opened new Emcor positions in Q1 2014 and 20 closed out, a net change of +1 holder.
  • The largest Emcor buyer in Q1 2014 was Eagle Asset Management, an estimated $44.3M added.
  • The largest Emcor seller in Q1 2014 was Discovery Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2014.