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526 hedge funds and large institutions have $9.3B invested in Emcor in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

32% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $20.1M

13% more capital invested

Capital invested by funds: $8.21B → $9.3B (+$1.09B)

7% more funds holding

Funds holding: 493526 (+33)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.45% less ownership

Funds ownership: 94.13%93.68% (-0.45%)

29% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 221

Holders
526
Holders Change
+33
Holders Change %
+6.69%
% of All Funds
8.35%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
81
Increased
157
Reduced
221
Closed
44
Calls
$26.5M
Puts
$20.1M
Net Calls
+$6.38M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.19B +$103M +493,472 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B -$16.9M -80,596 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$747M +$50.6M +241,920 +7%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$725M -$3.84M -18,365 -0.5%
State Street
5
State Street
Massachusetts
$278M -$2.24M -10,695 -0.8%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$225M +$65M +310,718 +41%
Invesco
7
Invesco
Georgia
$193M +$55.1M +263,330 +40%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$172M -$21.3M -101,923 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$167M -$18.5M -88,259 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$165M +$3.39M +16,220 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$139M -$6.14M -29,356 -4%
BAM
12
Burgundy Asset Management
Ontario, Canada
$138M +$1.66M +7,953 +1%
Norges Bank
13
Norges Bank
Norway
$134M +$32.3M +154,377 +32%
CAM
14
Congress Asset Management
Massachusetts
$132M -$20.2M -96,512 -13%
Wells Fargo
15
Wells Fargo
California
$126M -$5.17M -24,707 -4%
Morgan Stanley
16
Morgan Stanley
New York
$112M -$3.22M -15,403 -3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$96.7M -$3.57M -17,050 -4%
JP Morgan Chase
18
JP Morgan Chase
New York
$91.4M -$17.1M -81,704 -16%
AQR Capital Management
19
AQR Capital Management
Connecticut
$89.8M +$20.7M +98,989 +30%
Northern Trust
20
Northern Trust
Illinois
$88.4M -$8.61M -41,156 -9%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$77.8M +$15.4M +73,660 +25%
Charles Schwab
22
Charles Schwab
California
$73.6M -$27.1M -129,583 -27%
SAM
23
Silvercrest Asset Management
New York
$70.9M -$9.85M -47,072 -12%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$68.5M +$41.5M +198,214 +156%
N
25
Nuveen
North Carolina
$65.1M +$6.27M +29,980 +11%

EME Hedge Fund Activity: Q3 2023 in Review

526 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q3 2023, worth a combined $9.3B — up 13% from $8.21B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EME positions and 44 closed out — a net gain of 37 holders — while 157 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $57.9M.

  • 526 institutional investors held Emcor (EME) as of Q3 2023, up from 493 in Q2 2023.
  • Funds reported $9.3B of Emcor stock for Q3 2023, up 13% quarter-over-quarter.
  • 81 funds opened new Emcor positions in Q3 2023 and 44 closed out, a net change of +37 holders.
  • The largest Emcor buyer in Q3 2023 was BlackRock, an estimated $103M added.
  • The largest Emcor seller in Q3 2023 was Millennium Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2023.