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394 hedge funds and large institutions have $5.49B invested in Emcor in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $2.79M

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

1% more funds holding

Funds holding: 390394 (+4)

0.56% less ownership

Funds ownership: 93.39%92.83% (-0.56%)

6% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 145

13% less capital invested

Capital invested by funds: $6.33B → $5.49B (-$840M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
394
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
48
Increased
136
Reduced
145
Closed
40
Calls
$4.06M
Puts
$2.79M
Net Calls
+$1.28M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$798M -$84.3M -715,844 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$614M -$7.46M -63,331 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$410M -$9.76M -82,857 -2%
State Street
4
State Street
Massachusetts
$197M +$7.2M +61,165 +4%
Victory Capital Management
5
Victory Capital Management
Texas
$180M +$8.07M +68,570 +4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$134M -$5.59M -47,444 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$127M -$1.66M -14,075 -1%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$113M +$589K +5,001 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$110M +$26.7M +227,017 +30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$109M -$26.5M -225,349 -19%
Northern Trust
11
Northern Trust
Illinois
$96.4M -$2.81M -23,882 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$91.7M -$1.31M -11,163 -1%
BAM
13
Burgundy Asset Management
Ontario, Canada
$75.9M -$301K -2,555 -0.4%
TCM
14
TimesSquare Capital Management
New York
$73.4M -$30.8M -261,165 -29%
Wells Fargo
15
Wells Fargo
California
$72.5M +$4.21M +35,796 +6%
Charles Schwab
16
Charles Schwab
California
$70.3M +$2.55M +21,670 +4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$66.6M -$1.49M -12,679 -2%
N
18
Nuveen
North Carolina
$61.7M -$141K -1,199 -0.2%
JP Morgan Chase
19
JP Morgan Chase
New York
$59.6M -$3.06M -26,025 -5%
Norges Bank
20
Norges Bank
Norway
$58.1M -$1.33M -11,308 -2%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$56.7M -$776K -6,591 -1%
Ameriprise
22
Ameriprise
Minnesota
$49.5M +$2.25M +19,085 +5%
Millennium Management
23
Millennium Management
New York
$48.8M +$14.1M +119,619 +38%
AllianceBernstein
24
AllianceBernstein
Tennessee
$48.5M +$38.1K +324 +0.1%
AQR Capital Management
25
AQR Capital Management
Connecticut
$45.5M +$11.7M +99,035 +32%

EME Hedge Fund Activity: Q1 2022 in Review

394 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2022, worth a combined $5.49B — down 13% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 40 closed out — a net gain of 8 holders — while 136 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.7M. The largest seller was BlackRock, cutting an estimated $84.3M.

  • 394 institutional investors held Emcor (EME) as of Q1 2022, up from 390 in Q4 2021.
  • Funds reported $5.49B of Emcor stock for Q1 2022, down 13% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q1 2022 and 40 closed out, a net change of +8 holders.
  • The largest Emcor buyer in Q1 2022 was Fidelity Investments, an estimated $26.7M added.
  • The largest Emcor seller in Q1 2022 was BlackRock, an estimated $84.3M sold.

Based on aggregated 13F filings for Q1 2022.