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Emcor
EME

Overview Fund Activity

784 hedge funds and large institutions have $18B invested in Emcor in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 306 increasing their positions, 269 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+42
Holders Change %
+5.66%
% of All Funds
11.34%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
120
Increased
306
Reduced
269
Closed
72
Calls
$162M
Puts
$79.6M
Net Calls
+$82.2M
Net Calls Change
+$26.4M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
2
EIP
Epoch Investment Partners
New York
+$93.8M
3
Man Group
Man Group
United Kingdom
+$83.1M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$37.9M
5
JAM
Jupiter Asset Management
United Kingdom
+$31.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$551M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$115M
3
Invesco
Invesco
Georgia
-$69.9M
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
-$69.2M
5
Select Equity Group
Select Equity Group
New York
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
576
Bleakley Financial Group
New Jersey
$362K +$362K +840 New
VT
577
Vise Technologies
New York
$361K +$361K +839 New
CCWM
578
Cassaday & Co Wealth Management
Virginia
$357K +$12.9K +30 +4%
MA
579
Mutual Advisors
Nebraska
$355K +$42.4K +95 +14%
SW
580
SkyOak Wealth
Michigan
$353K -$27.6K -64 -7%
MGIA
581
Moneta Group Investment Advisors
Missouri
$352K +$5.17K +12 +1%
GSB
582
Greenfield Savings Bank
Massachusetts
$350K – – –
HAG
583
HighPoint Advisor Group
Illinois
$350K +$1.81K +4 +0.5%
IC
584
Inscription Capital
Texas
$349K +$349K +810 New
AWS
585
Atria Wealth Solutions
New York
$346K -$180K -419 -34%
SG Americas Securities
586
SG Americas Securities
New York
$346K -$3.91M -9,064 -92%
IB
587
Intrust Bank
Kansas
$339K -$431 -1 -0.1%
FSC
588
Full Sail Capital
Oklahoma
$336K -$198K -461 -37%
AIC
589
Archer Investment Corporation
Indiana
$331K +$309K +717 +1,406%
IP
590
Ignite Planners
California
$329K +$6.03K +14 +2%
PWM
591
Perigon Wealth Management
California
$327K +$19.8K +46 +6%
ST
592
Smithfield Trust
Pennsylvania
$325K – – –
BLAM
593
Bourne Lent Asset Management
New York
$317K – – –
AHL
594
Abel Hall LLC
Louisiana
$316K – – –
EMAM
595
Encompass More Asset Management
California
$315K +$315K +732 New
BWP
596
Balboa Wealth Partners
Arizona
$314K +$1.29K +3 +0.4%
WA
597
Wealthstream Advisors
New York
$307K +$8.18K +19 +3%
JCIA
598
Jackson Creek Investment Advisors
Colorado
$305K +$305K +709 New
GWP
599
Gen-Wealth Partners
Michigan
$304K +$432 +1 +0.1%
SFA
600
Sequoia Financial Advisors
Ohio
$300K +$23.3K +54 +8%
22 23
24
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