Emcor
566 hedge funds and large institutions have $9.47B invested in Emcor in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 207 reducing their positions, and 44 closing their positions.
107% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 44
7% more funds holding
Funds holding: 527 → 566 (+39)
2% more capital invested
Capital invested by funds: $9.3B → $9.47B (+$162M)
0.49% less ownership
Funds ownership: 93.68% → 93.18% (-0.49%)
4% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 207
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
32% less call options, than puts
Call options by funds: $17.4M | Put options by funds: $25.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$92.6M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$63.8M |
| 3 |
Select Equity Group
New York
|
+$47.6M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$43.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$69M |
| 3 |
BlackRock
New York
|
-$65.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$38.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$32.8M |
EME Hedge Fund Activity: Q4 2023 in Review
566 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2023, worth a combined $9.47B — up 1.7% from $9.3B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new EME positions and 44 closed out — a net gain of 47 holders — while 199 added to existing stakes and 207 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $92.6M. The largest seller was Fidelity Investments, cutting an estimated $76.6M.
- 566 institutional investors held Emcor (EME) as of Q4 2023, up from 527 in Q3 2023.
- Funds reported $9.47B of Emcor stock for Q4 2023, up 1.7% quarter-over-quarter.
- 91 funds opened new Emcor positions in Q4 2023 and 44 closed out, a net change of +47 holders.
- The largest Emcor buyer in Q4 2023 was Morgan Stanley, an estimated $92.6M added.
- The largest Emcor seller in Q4 2023 was Fidelity Investments, an estimated $76.6M sold.
Based on aggregated 13F filings for Q4 2023.