We are live on ! Find out more

340 hedge funds and large institutions have $4.31B invested in Emcor in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.56M

0.26% less ownership

Funds ownership: 95.01%94.75% (-0.26%)

4% less funds holding

Funds holding: 353340 (-13)

6% less capital invested

Capital invested by funds: $4.57B → $4.31B (-$256M)

10% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 48

13% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 128

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
340
Holders Change
-13
Holders Change %
-3.68%
% of All Funds
7.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
43
Increased
112
Reduced
128
Closed
48
Calls
$2.02M
Puts
$1.56M
Net Calls
+$457K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$489M +$13.2M +167,032 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$416M +$15.3M +193,650 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$210M -$42.9M -540,783 -17%
Victory Capital Management
4
Victory Capital Management
Texas
$160M -$8.6M -108,553 -5%
State Street
5
State Street
Massachusetts
$156M -$6.69M -84,446 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$133M -$7.19M -90,660 -5%
Northern Trust
7
Northern Trust
Illinois
$120M -$559K -7,050 -0.5%
JP Morgan Chase
8
JP Morgan Chase
New York
$116M +$1.44M +18,225 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$101M +$14.6M +184,708 +17%
Prudential Financial
10
Prudential Financial
New Jersey
$91.5M +$696K +8,780 +0.8%
Wells Fargo
11
Wells Fargo
California
$87.5M +$7.63M +96,213 +9%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$77M +$5.2M +65,665 +7%
Goldman Sachs
13
Goldman Sachs
New York
$72.9M +$1.18M +14,863 +2%
SAM
14
Silvercrest Asset Management
New York
$70.5M -$5.97M -75,373 -8%
Charles Schwab
15
Charles Schwab
California
$68.1M +$4.45M +56,145 +7%
Norges Bank
16
Norges Bank
Norway
$65.6M
TCM
17
TimesSquare Capital Management
New York
$62.8M +$11.1M +139,752 +21%
GT
18
Glenmede Trust
Pennsylvania
$55.3M
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$53.7M -$3.6M -45,481 -6%
SC
20
Saturna Capital
Washington
$53.2M
AL
21
AJO LP
Pennsylvania
$51.2M +$36.9M +466,057 +244%
Ameriprise
22
Ameriprise
Minnesota
$50.4M -$293K -3,700 -0.6%
AQR Capital Management
23
AQR Capital Management
Connecticut
$50.2M +$1.27M +16,060 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$49.5M +$2.1M +26,464 +4%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$45M -$2.64M -33,294 -5%

EME Hedge Fund Activity: Q1 2018 in Review

340 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2018, worth a combined $4.31B — down 5.6% from $4.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EME and 43 opened new positions — a net loss of 5 holders — while 128 trimmed existing stakes and 112 added.

The largest buyer was AJO LP, adding an estimated $36.9M. The largest seller was Fidelity Investments, cutting an estimated $42.9M.

  • 340 institutional investors held Emcor (EME) as of Q1 2018, down from 353 in Q4 2017.
  • Funds reported $4.31B of Emcor stock for Q1 2018, down 5.6% quarter-over-quarter.
  • 43 funds opened new Emcor positions in Q1 2018 and 48 closed out, a net change of -5 holders.
  • The largest Emcor buyer in Q1 2018 was AJO LP, an estimated $36.9M added.
  • The largest Emcor seller in Q1 2018 was Fidelity Investments, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2018.