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463 hedge funds and large institutions have $6.44B invested in Emcor in 2022 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,262% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $1.93M

304% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 28

24% more capital invested

Capital invested by funds: $5.19B → $6.44B (+$1.26B)

21% more funds holding

Funds holding: 383463 (+80)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.53% more ownership

Funds ownership: 91.07%93.6% (+2.5%)

11% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 157

Holders
463
Holders Change
+80
Holders Change %
+20.89%
% of All Funds
7.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
113
Increased
140
Reduced
157
Closed
28
Calls
$26.2M
Puts
$1.93M
Net Calls
+$24.3M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$904M -$1.79M -12,627 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$760M -$1.96M -13,817 -0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$516M -$6.34M -44,699 -1%
State Street
4
State Street
Massachusetts
$234M -$5.69M -40,064 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$222M +$28.3M +199,528 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$141M -$3.54M -24,945 -3%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$140M -$13.7M -96,671 -9%
Victory Capital Management
8
Victory Capital Management
Texas
$129M -$86.5M -609,595 -41%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$114M -$43.7M -307,565 -29%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$107M -$1.79M -12,623 -2%
CAM
11
Congress Asset Management
Massachusetts
$107M +$93.5M +659,012 +1,083%
Northern Trust
12
Northern Trust
Illinois
$106M -$11M -77,243 -10%
BAM
13
Burgundy Asset Management
Ontario, Canada
$99M -$380K -2,679 -0.4%
Charles Schwab
14
Charles Schwab
California
$87.2M -$559K -3,937 -0.7%
Wells Fargo
15
Wells Fargo
California
$85.2M -$1.23M -8,639 -1%
Morgan Stanley
16
Morgan Stanley
New York
$77.3M +$37.6M +264,826 +103%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$71.4M -$260K -1,830 -0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$71.3M +$190K +1,340 +0.3%
Norges Bank
19
Norges Bank
Norway
$63.9M +$3.46M +24,347 +6%
AQR Capital Management
20
AQR Capital Management
Connecticut
$63.4M -$8.78M -61,845 -13%
Millennium Management
21
Millennium Management
New York
$59.9M +$32.1M +225,879 +127%
N
22
Nuveen
North Carolina
$59.7M +$3.36M +23,678 +6%
TCM
23
TimesSquare Capital Management
New York
$59.6M -$38.3M -269,550 -40%
SAM
24
Silvercrest Asset Management
New York
$57M -$986K -6,945 -2%
SFM
25
Systematic Financial Management
New Jersey
$49.8M -$1.65M -11,631 -3%

EME Hedge Fund Activity: Q4 2022 in Review

463 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2022, worth a combined $6.44B — up 24% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EME positions and 28 closed out — a net gain of 85 holders — while 140 added to existing stakes and 157 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $93.5M. The largest seller was Victory Capital Management, cutting an estimated $86.5M.

  • 463 institutional investors held Emcor (EME) as of Q4 2022, up from 383 in Q3 2022.
  • Funds reported $6.44B of Emcor stock for Q4 2022, up 24% quarter-over-quarter.
  • 113 funds opened new Emcor positions in Q4 2022 and 28 closed out, a net change of +85 holders.
  • The largest Emcor buyer in Q4 2022 was Congress Asset Management, an estimated $93.5M added.
  • The largest Emcor seller in Q4 2022 was Victory Capital Management, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2022.