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Emcor
EME

746 hedge funds and large institutions have $15.9B invested in Emcor in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 268 increasing their positions, 264 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 48

98% more call options, than puts

Call options by funds: $113M | Put options by funds: $57M

14% more funds holding

Funds holding: 657 → 746 (+89)

5% more capital invested

Capital invested by funds: $15.1B → $15.9B (+$797M)

2% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 264

0.75% more ownership

Funds ownership: 91.97% → 92.73% (+0.75%)

42% less funds holding in top 10

Funds holding in top 10: 24 → 14 (-10)

Holders
746
Holders Change
+89
Holders Change %
+13.55%
% of All Funds
10.77%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.2%
New
142
Increased
268
Reduced
264
Closed
48
Calls
$113M
Puts
$57M
Net Calls
+$55.8M
Net Calls Change
+$929K

Top Buyers

1
BlackRock
BlackRock
New York
+$262M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$71.9M
3
UBS AM
UBS AM
Illinois
+$69.6M
4
State Street
State Street
Massachusetts
+$64.3M
5
Amundi
Amundi
France
+$56M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$340M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$119M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$86.7M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$84.2M
5
Select Equity Group
Select Equity Group
New York
-$71.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
526
Janus Henderson Group
United Kingdom
$365K -$13.5M -36,611 -97%
IMCOOI
527
Investment Management Corp of Ontario (IMCO)
Canada
$365K +$369K +1,000 New
OAC
528
OMERS Administration Corp
Ontario, Canada
$365K +$369K +1,000 New
CIM
529
CIM Investment Management
Pennsylvania
$363K -$87.4K -237 -19%
PWPS
530
Pinnacle Wealth Planning Services
Ohio
$359K -$1.84K -5 -0.5%
UB
531
UMB Bank
Missouri
$357K -$4.84M -13,125 -93%
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$357K +$48.7K +132 +16%
WA
533
Wealth Alliance
New York
$357K +$360K +977 New
QFA
534
Quantum Financial Advisors
California
$355K – – –
RCA
535
Resonant Capital Advisors
Wisconsin
$354K +$4.8K +13 +1%
AWM
536
Altus Wealth Management
Kentucky
$354K – – –
BFS
537
Bradley Foster & Sargent
Connecticut
$350K – – –
FL
538
Fort LP
Maryland
$345K -$56.4K -153 -14%
DOA
539
D'Orazio & Associates
Virginia
$344K +$19.9K +54 +6%
GT
540
Greenleaf Trust
Michigan
$344K +$7.38K +20 +2%
PP
541
Prudential plc
United Kingdom
$343K +$346K +939 New
CT
542
Colonial Trust
South Carolina
$342K -$95.9K -260 -22%
CT
543
ClearAlpha Technologies
Connecticut
$342K +$346K +938 New
Wealthfront Advisers
544
Wealthfront Advisers
California
$341K -$7.38K -20 -2%
PFG
545
Prosperity Financial Group
California
$340K +$114K +309 +50%
GIA
546
Gateway Investment Advisers
Ohio
$339K +$342K +928 New
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$338K +$49.8K +135 +17%
MCM
548
Manchester Capital Management
Vermont
$334K +$369 +1 +0.1%
IPW
549
Impact Partnership Wealth
Georgia
$330K +$166K +449 +98%
HCA
550
Hyperion Capital Advisors
New York
$329K – – –
20 21
22
23 24

EME Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2024, worth a combined $15.9B — up 5.3% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new EME positions and 48 closed out — a net gain of 94 holders — while 268 added to existing stakes and 264 trimmed.

The largest buyer was BlackRock, adding an estimated $262M. The largest seller was Fidelity Investments, cutting an estimated $340M.

  • 746 institutional investors held Emcor (EME) as of Q2 2024, up from 657 in Q1 2024.
  • Funds reported $15.9B of Emcor stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 142 funds opened new Emcor positions in Q2 2024 and 48 closed out, a net change of +94 holders.
  • The largest Emcor buyer in Q2 2024 was BlackRock, an estimated $262M added.
  • The largest Emcor seller in Q2 2024 was Fidelity Investments, an estimated $340M sold.

Based on aggregated 13F filings for Q2 2024.