Emcor
527 hedge funds and large institutions have $9.3B invested in Emcor in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 156 increasing their positions, 220 reducing their positions, and 43 closing their positions.
91% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 43
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: 492 → 527 (+35)
0.11% more ownership
Funds ownership: 93.57% → 93.68% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
29% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 220
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$103M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$65M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$55.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.6M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$57.9M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$36.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$29.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$29.3M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$27.1M |
EME Hedge Fund Activity: Q3 2023 in Review
527 of the 6,310 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: 82 funds opened new EME positions and 43 closed out — a net gain of 39 holders — while 156 added to existing stakes and 220 trimmed.
The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Millennium Management, cutting an estimated $57.9M.
- 527 institutional investors held Emcor (EME) as of Q3 2023, up from 492 in Q2 2023.
- Funds reported $9.3B of Emcor stock for Q3 2023, up 13% quarter-over-quarter.
- 82 funds opened new Emcor positions in Q3 2023 and 43 closed out, a net change of +39 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.