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Emcor
EME

493 hedge funds and large institutions have $8.21B invested in Emcor in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 142 increasing their positions, 204 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $8.43M | Put options by funds: $3.9M

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

10% more capital invested

Capital invested by funds: $7.45B → $8.21B (+$761M)

7% more funds holding

Funds holding: 461 → 493 (+32)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

3.67% less ownership

Funds ownership: 97.8% → 94.13% (-3.7%)

30% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 204

Holders
493
Holders Change
+32
Holders Change %
+6.94%
% of All Funds
7.74%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
70
Increased
142
Reduced
204
Closed
37
Calls
$8.43M
Puts
$3.9M
Net Calls
+$4.53M
Net Calls Change
-$5.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$42.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$39.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$23.2M
5
HF
HRT Financial
New York
+$22.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$137M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$58.4M
4
State Street
State Street
Massachusetts
-$46.3M
5
Northern Trust
Northern Trust
Illinois
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$957M -$163M -974,370 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$920M -$40.9M -244,473 -5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$640M -$16.8M -100,462 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$612M +$175M +1,047,478 +46%
State Street
5
State Street
Massachusetts
$246M -$46.3M -276,645 -17%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$170M -$12M -71,897 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$163M -$29.8M -178,310 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$142M -$32.2M -192,626 -20%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$140M -$750K -4,485 -0.6%
CAM
10
Congress Asset Management
Massachusetts
$133M -$8.09M -48,381 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$127M -$6.15M -36,769 -5%
Invesco
12
Invesco
Georgia
$121M +$20.9M +125,209 +24%
BAM
13
Burgundy Asset Management
Ontario, Canada
$119M -$3.68M -21,973 -3%
Wells Fargo
14
Wells Fargo
California
$115M -$365K -2,181 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$101M +$1.37M +8,186 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$95.4M -$22.6M -134,982 -21%
Millennium Management
17
Millennium Management
New York
$89.8M -$4.98M -29,772 -6%
Norges Bank
18
Norges Bank
Norway
$89.3M +$8.53M +50,979 +12%
Charles Schwab
19
Charles Schwab
California
$88.6M -$17.8M -106,195 -18%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$88.1M -$353K -2,111 -0.4%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$85.6M -$1.75M -10,455 -2%
Northern Trust
22
Northern Trust
Illinois
$85.3M -$41.3M -246,735 -35%
SAM
23
Silvercrest Asset Management
New York
$71M +$4.99M +29,835 +8%
Victory Capital Management
24
Victory Capital Management
Texas
$61.3M -$15M -89,888 -21%
CCMG
25
Clark Capital Management Group
Pennsylvania
$61.3M +$102K +608 +0.2%
1
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EME Hedge Fund Activity: Q2 2023 in Review

493 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2023, worth a combined $8.21B — up 10% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EME positions and 37 closed out — a net gain of 33 holders — while 142 added to existing stakes and 204 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was BlackRock, cutting an estimated $163M.

  • 493 institutional investors held Emcor (EME) as of Q2 2023, up from 461 in Q1 2023.
  • Funds reported $8.21B of Emcor stock for Q2 2023, up 10% quarter-over-quarter.
  • 70 funds opened new Emcor positions in Q2 2023 and 37 closed out, a net change of +33 holders.
  • The largest Emcor buyer in Q2 2023 was Fidelity Investments, an estimated $175M added.
  • The largest Emcor seller in Q2 2023 was BlackRock, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2023.