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374 hedge funds and large institutions have $4.49B invested in Emcor in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 142 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 26

90% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $931K

6% more funds holding

Funds holding: 353374 (+21)

1% more capital invested

Capital invested by funds: $4.44B → $4.49B (+$43M)

0.06% less ownership

Funds ownership: 92.72%92.65% (-0.06%)

19% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 142

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
374
Holders Change
+21
Holders Change %
+5.95%
% of All Funds
7.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
56
Increased
115
Reduced
142
Closed
26
Calls
$1.77M
Puts
$931K
Net Calls
+$838K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$574M +$10.9M +123,877 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$485M +$1.61M +18,321 +0.3%
State Street
3
State Street
Massachusetts
$156M -$1.03M -11,652 -0.6%
Prudential Financial
4
Prudential Financial
New Jersey
$137M -$3.95M -44,859 -3%
Victory Capital Management
5
Victory Capital Management
Texas
$127M +$5.15M +58,523 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$107M -$5.7M -64,788 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$105M +$6.12M +69,545 +6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$99.5M +$10.8M +122,222 +12%
N
9
Nuveen
North Carolina
$97.3M -$3.78M -42,898 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$95.8M -$8.4M -95,464 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$94.7M -$6.25M -71,051 -6%
AL
12
AJO LP
Pennsylvania
$94.6M -$3.15M -35,807 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$88.8M -$4.58M -51,997 -5%
Northern Trust
14
Northern Trust
Illinois
$88.5M -$911K -10,354 -1%
Goldman Sachs
15
Goldman Sachs
New York
$69M +$3.17M +36,039 +5%
TCM
16
TimesSquare Capital Management
New York
$62.8M -$27.9M -317,315 -30%
Allianz Asset Management
17
Allianz Asset Management
Germany
$62.2M -$15.3M -173,704 -19%
Norges Bank
18
Norges Bank
Norway
$60.7M
SC
19
Saturna Capital
Washington
$58.9M
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$55.6M +$53.5M +608,274 +1,702%
Charles Schwab
21
Charles Schwab
California
$53.4M +$840K +9,542 +2%
Bank of America
22
Bank of America
North Carolina
$53.3M -$4.76M -54,037 -8%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$51.8M -$4.13M -46,889 -7%
Invesco
24
Invesco
Georgia
$50.3M +$5.37M +60,989 +12%
Wells Fargo
25
Wells Fargo
California
$47.6M -$31.5M -358,182 -39%

EME Hedge Fund Activity: Q4 2019 in Review

374 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2019, worth a combined $4.49B — up 0.97% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EME positions and 26 closed out — a net gain of 30 holders — while 115 added to existing stakes and 142 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $53.5M. The largest seller was Wells Fargo, cutting an estimated $31.5M.

  • 374 institutional investors held Emcor (EME) as of Q4 2019, up from 353 in Q3 2019.
  • Funds reported $4.49B of Emcor stock for Q4 2019, up 0.97% quarter-over-quarter.
  • 56 funds opened new Emcor positions in Q4 2019 and 26 closed out, a net change of +30 holders.
  • The largest Emcor buyer in Q4 2019 was T. Rowe Price Associates, an estimated $53.5M added.
  • The largest Emcor seller in Q4 2019 was Wells Fargo, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2019.