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334 hedge funds and large institutions have $3.44B invested in Emcor in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $569K

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

9% more funds holding

Funds holding: 307334 (+27)

5% more capital invested

Capital invested by funds: $3.27B → $3.44B (+$168M)

0.27% more ownership

Funds ownership: 94.57%94.84% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
334
Holders Change
+27
Holders Change %
+8.79%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
61
Increased
98
Reduced
130
Closed
32
Calls
$2.87M
Puts
$569K
Net Calls
+$2.3M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$465M -$2.39M -38,152 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$356M -$24.4M -390,097 -7%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$184M +$137M +2,182,625 +363%
State Street
4
State Street
Massachusetts
$119M -$2.86M -45,605 -2%
Victory Capital Management
5
Victory Capital Management
Texas
$109M -$89.4M -1,427,036 -46%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$102M +$16.8M +267,572 +21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$91.3M +$9.37M +149,508 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$77.9M -$1.51M -24,102 -2%
Wells Fargo
9
Wells Fargo
California
$76.5M +$36.4M +581,650 +101%
Northern Trust
10
Northern Trust
Illinois
$74.4M +$5.65M +90,136 +9%
N
11
Nuveen
North Carolina
$69.3M -$310K -4,946 -0.5%
TCM
12
TimesSquare Capital Management
New York
$65.3M +$2.18M +34,802 +4%
Prudential Financial
13
Prudential Financial
New Jersey
$60.7M -$6.26M -99,952 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$60.1M -$2.79M -44,515 -5%
Goldman Sachs
15
Goldman Sachs
New York
$56.4M +$3.73M +59,591 +8%
SCM
16
Stadium Capital Management
Connecticut
$52.1M +$25.9M +413,683 +110%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$49.7M +$1.32M +21,127 +3%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$49.6M +$15.4M +246,429 +49%
Norges Bank
19
Norges Bank
Norway
$44M -$1.3M -20,800 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$43.1M -$8.3M -132,564 -17%
Charles Schwab
21
Charles Schwab
California
$40.2M -$1.29M -20,634 -3%
Bank of America
22
Bank of America
North Carolina
$38.4M -$5.05M -80,606 -12%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$38.1M -$218K -3,486 -0.6%
AQR Capital Management
24
AQR Capital Management
Connecticut
$37.7M -$29.6M -472,310 -45%
AllianceBernstein
25
AllianceBernstein
Tennessee
$36.7M +$1.73M +27,661 +5%

EME Hedge Fund Activity: Q2 2020 in Review

334 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2020, worth a combined $3.44B — up 5.1% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EME positions and 32 closed out — a net gain of 29 holders — while 98 added to existing stakes and 130 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $137M. The largest seller was Victory Capital Management, cutting an estimated $89.4M.

  • 334 institutional investors held Emcor (EME) as of Q2 2020, up from 307 in Q1 2020.
  • Funds reported $3.44B of Emcor stock for Q2 2020, up 5.1% quarter-over-quarter.
  • 61 funds opened new Emcor positions in Q2 2020 and 32 closed out, a net change of +29 holders.
  • The largest Emcor buyer in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $137M added.
  • The largest Emcor seller in Q2 2020 was Victory Capital Management, an estimated $89.4M sold.

Based on aggregated 13F filings for Q2 2020.