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461 hedge funds and large institutions have $7.45B invested in Emcor in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $1.98M

16% more capital invested

Capital invested by funds: $6.44B → $7.45B (+$1.01B)

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

4.19% more ownership

Funds ownership: 93.6%97.8% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 463461 (-2)

2% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 176

Holders
461
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
48
Increased
173
Reduced
176
Closed
43
Calls
$12.4M
Puts
$1.98M
Net Calls
+$10.4M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1B +$7.3M +47,507 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$850M +$14.2M +92,127 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$580M +$12.7M +82,360 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$368M +$117M +760,499 +51%
State Street
5
State Street
Massachusetts
$261M +$4.85M +31,548 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$172M -$5.05M -32,819 -3%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$162M +$7.58M +49,310 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$156M +$1.47M +9,577 +1%
CAM
9
Congress Asset Management
Massachusetts
$125M +$7.79M +50,675 +7%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$124M -$1.06M -6,883 -0.9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$118M +$286K +1,859 +0.3%
Northern Trust
12
Northern Trust
Illinois
$115M -$1.52M -9,856 -1%
BAM
13
Burgundy Asset Management
Ontario, Canada
$109M +$80K +520 +0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$106M +$49.2M +320,153 +97%
Wells Fargo
15
Wells Fargo
California
$102M +$7.98M +51,881 +9%
Charles Schwab
16
Charles Schwab
California
$95.2M -$472K -3,067 -0.5%
Morgan Stanley
17
Morgan Stanley
New York
$87.4M +$2.4M +15,590 +3%
Invesco
18
Invesco
Georgia
$86.3M +$44.1M +286,942 +118%
Millennium Management
19
Millennium Management
New York
$83.8M +$17.1M +111,265 +28%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$77.9M -$410K -2,665 -0.6%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$77M -$1.32M -8,568 -2%
Norges Bank
22
Norges Bank
Norway
$70.3M +$164K +1,069 +0.2%
Victory Capital Management
23
Victory Capital Management
Texas
$68.6M -$69.3M -450,583 -52%
N
24
Nuveen
North Carolina
$67.3M +$1.58M +10,271 +3%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$62.3M +$41.4M +269,253 +236%

EME Hedge Fund Activity: Q1 2023 in Review

461 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2023, worth a combined $7.45B — up 16% from $6.44B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 43 closed out — a net gain of 5 holders — while 173 added to existing stakes and 176 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was Victory Capital Management, cutting an estimated $69.3M.

  • 461 institutional investors held Emcor (EME) as of Q1 2023, down from 463 in Q4 2022.
  • Funds reported $7.45B of Emcor stock for Q1 2023, up 16% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q1 2023 and 43 closed out, a net change of +5 holders.
  • The largest Emcor buyer in Q1 2023 was Envestnet Asset Management, an estimated $128M added.
  • The largest Emcor seller in Q1 2023 was Victory Capital Management, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2023.