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269 hedge funds and large institutions have $2.89B invested in Emcor in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

10% more funds holding

Funds holding: 245269 (+24)

3.33% more ownership

Funds ownership: 95.61%98.94% (+3.3%)

1% more capital invested

Capital invested by funds: $2.87B → $2.89B (+$14.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

Holders
269
Holders Change
+24
Holders Change %
+9.8%
% of All Funds
7.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
96
Reduced
102
Closed
13
Calls
$661K
Puts
Net Calls
+$661K
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$221M +$3.78M +82,796 +2%
BFA
2
BlackRock Fund Advisors
California
$189M -$1.49M -32,709 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$144M -$7.64M -167,469 -5%
Victory Capital Management
4
Victory Capital Management
Texas
$121M +$2.56M +56,023 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$113M +$136K +2,976 +0.1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$99.3M +$6.96M +152,652 +8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$85M -$9.82M -215,345 -11%
BIT
8
BlackRock Institutional Trust
California
$83.7M +$8.4M +184,094 +12%
Wells Fargo
9
Wells Fargo
California
$81.4M +$9.01M +197,511 +13%
Goldman Sachs
10
Goldman Sachs
New York
$78.8M +$1.43M +31,285 +2%
SAM
11
Silvercrest Asset Management
New York
$77M +$1.16M +25,527 +2%
RCG
12
Ruane, Cunniff & Goldfarb
New York
$74M -$3.32M -72,706 -5%
Northern Trust
13
Northern Trust
Illinois
$65.2M +$1.62M +35,608 +3%
Franklin Resources
14
Franklin Resources
California
$64.4M -$14M -305,900 -19%
JP Morgan Chase
15
JP Morgan Chase
New York
$63M +$938K +20,567 +2%
State Street
16
State Street
Massachusetts
$62.9M -$73.4K -1,608 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$57.3M -$4.3M -94,318 -7%
RA
18
Royce & Associates
New York
$56.9M -$14.6M -319,800 -21%
Principal Financial Group
19
Principal Financial Group
Iowa
$48.5M -$473K -10,357 -1%
TCM
20
TimesSquare Capital Management
New York
$47.2M +$6.43M +140,840 +17%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$44.3M +$467K +10,240 +1%
VFA
22
Virtus Fund Advisers
Connecticut
$40M +$360K +7,890 +1%
SC
23
Saturna Capital
Washington
$34.3M
Norges Bank
24
Norges Bank
Norway
$32.5M
AL
25
AJO LP
Pennsylvania
$28.3M -$489K -10,721 -2%

EME Hedge Fund Activity: Q1 2016 in Review

269 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2016, worth a combined $2.89B — up 0.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EME positions and 13 closed out — a net gain of 24 holders — while 96 added to existing stakes and 102 trimmed.

The largest buyer was Hahn Capital Management, opening a new position worth an estimated $16.7M. The largest seller was Royce & Associates, cutting an estimated $14.6M.

  • 269 institutional investors held Emcor (EME) as of Q1 2016, up from 245 in Q4 2015.
  • Funds reported $2.89B of Emcor stock for Q1 2016, up 0.5% quarter-over-quarter.
  • 37 funds opened new Emcor positions in Q1 2016 and 13 closed out, a net change of +24 holders.
  • The largest Emcor buyer in Q1 2016 was Hahn Capital Management, an estimated $16.7M added.
  • The largest Emcor seller in Q1 2016 was Royce & Associates, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2016.