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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
WSFS
551
Wilmington Savings Fund Society
Delaware
$409K +$114K +301 +46%
QFA
552
Quantum Financial Advisors
California
$409K -$8.68K -23 -2%
CT
553
Colonial Trust
South Carolina
$408K +$3.4K +9 +1%
MCM
554
Manchester Capital Management
Vermont
$407K +$12.1K +32 +4%
PWG
555
Portside Wealth Group
Utah
$407K -$146K -388 -29%
KCM
556
Kathmere Capital Management
Pennsylvania
$406K -$32.8K -87 -8%
BFS
557
Bradley Foster & Sargent
Connecticut
$405K -$7.55K -20 -2%
GT
558
Greenleaf Trust
Michigan
$404K -$1.13K -3 -0.3%
KIG
559
Kowal Investment Group
Wisconsin
$403K +$132K +350 +60%
AG
560
Ascent Group
Virginia
$403K -$50.2K -133 -12%
DOA
561
D'Orazio & Associates
Virginia
$402K -$3.77K -10 -1%
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$401K +$377 +1 +0.1%
GIA
563
Gateway Investment Advisers
Ohio
$400K
PHS
564
Pekin Hardy Strauss
Illinois
$398K +$349K +925 New
HCA
565
Hyperion Capital Advisors
New York
$387K
PA
566
Parallel Advisors
California
$385K +$46.8K +124 +16%
AWAU
567
Alliance Wealth Advisors (Utah)
Utah
$384K -$98.5K -261 -23%
LCM
568
LRT Capital Management
Texas
$383K -$705K -1,869 -68%
SAM
569
Strategy Asset Managers
California
$382K +$335K +888 New
OTL
570
Oak Thistle LLC
New York
$379K -$265K -702 -44%
ACP
571
Arcus Capital Partners
Georgia
$379K +$755 +2 +0.2%
IPW
572
Impact Partnership Wealth
Georgia
$379K -$9.81K -26 -3%
AA
573
ALPS Advisors
Colorado
$378K -$81.5K -216 -20%
OR
574
Olympiad Research
Connecticut
$376K +$329K +873 New
PMAM
575
Picton Mahoney Asset Management
Ontario, Canada
$372K +$160K +423 +96%