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791 hedge funds and large institutions have $18.3B invested in Emcor in 2024 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 308 increasing their positions, 272 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $162M | Put options by funds: $79.6M

73% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 70

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $15.9B → $18.3B (+$2.43B)

13% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 272

6% more funds holding

Funds holding: 746791 (+45)

1.29% less ownership

Funds ownership: 92.73%91.44% (-1.3%)

Holders
791
Holders Change
+45
Holders Change %
+6.03%
% of All Funds
11.36%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
121
Increased
308
Reduced
272
Closed
70
Calls
$162M
Puts
$79.6M
Net Calls
+$82.2M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
451
Aquatic Capital Management
Illinois
$741K -$710K -1,880 -52%
HIC
452
Holderness Investments Company
North Carolina
$740K +$17K +45 +3%
PFA
453
Petra Financial Advisors
Colorado
$738K -$21.9K -58 -3%
FAM
454
Formidable Asset Management
Ohio
$735K -$40.4K -107 -6%
AWG
455
Altus Wealth Group
Colorado
$734K
CNBT
456
Canandaigua National Bank & Trust
New York
$731K -$133K -353 -17%
KIM
457
Kestra Investment Management
Texas
$725K +$636K +1,684 New
CG
458
CFO4Life Group
Texas
$721K +$18.1K +48 +3%
AWM
459
AE Wealth Management
Kansas
$719K +$15.1K +40 +2%
CL
460
Choreo LLC
Illinois
$716K +$236K +626 +60%
JF
461
Jump Financial
Illinois
$710K -$678K -1,797 -52%
FP
462
Foundry Partners
Minnesota
$701K +$614K +1,628 New
FFM
463
Forum Financial Management
Illinois
$699K +$377 +1 +0.1%
DC
464
Davenport & Co
Virginia
$689K -$27.2K -72 -4%
CP
465
Covenant Partners
Tennessee
$681K
BCM
466
BTC Capital Management
Iowa
$680K -$109K -290 -16%
RSWM
467
Robertson Stephens Wealth Management
California
$674K +$33.2K +88 +6%
IC
468
IEQ Capital
California
$671K +$588K +1,559 New
MHI
469
Miller Howard Investments
New York
$670K -$226K -600 -28%
FTWA
470
Fifth Third Wealth Advisors
Ohio
$668K +$3.77K +10 +0.6%
AWM
471
Axxcess Wealth Management
California
$660K +$57.7K +153 +11%
AAIS
472
ABN AMRO Investment Solutions
$657K -$59.6K -158 -9%
IA
473
IFP Advisors
Florida
$655K +$108K +287 +23%
BTI
474
Blue Trust Inc
Georgia
$654K -$473K -1,252 -41%
CAM
475
Cresset Asset Management
Illinois
$643K +$81.1K +215 +17%