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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
WAG
651
Wallace Advisory Group
California
$228K
WSWA
652
Warren Street Wealth Advisors
California
$227K +$199K +528 New
FPAS
653
Focus Partners Advisor Solutions
Missouri
$225K +$197K +522 New
Lido Advisors
654
Lido Advisors
California
$224K +$197K +521 New
LNWWM
655
Laird Norton Wetherby Wealth Management
California
$222K +$195K +516 New
BWM
656
Brophy Wealth Management
New Hampshire
$221K +$194K +513 New
RGF
657
Retirement Guys Formula
Ohio
$221K +$194K +513 New
CA
658
Claro Advisors
Massachusetts
$219K +$192K +508 New
CAM
659
Claret Asset Management
Quebec, Canada
$217K +$190K +504 New
SFI
660
Siemens Fonds Invest
Germany
$217K +$190K +503 New
BMWM
661
Brown Miller Wealth Management
Virginia
$215K +$189K +500 New
PGWM
662
Parisi Gray Wealth Management
New Jersey
$215K +$189K +500 New
FWTB
663
First Western Trust Bank
Colorado
$214K +$188K +498 New
WTC
664
WhitTier Trust Company
Nevada
$214K +$163K +432 +655%
CI
665
Cigna Investments
Connecticut
$214K +$188K +497 New
AAP
666
Arax Advisory Partners
Colorado
$208K -$29.4K -78 -14%
CCB
667
Cutter & Co Brokerage
Missouri
$205K +$180K +477 New
FEM
668
Fulcrum Equity Management
Texas
$205K +$180K +477 New
CPWA
669
Cerro Pacific Wealth Advisors
California
$204K
RCAG
670
Rehmann Capital Advisory Group
Michigan
$204K +$179K +473 New
S
671
SignatureFD
Georgia
$202K +$18.5K +49 +12%
ECG
672
Edge Capital Group
Georgia
$202K +$177K +469 New
GI
673
GAMMA Investing
California
$198K +$43.8K +116 +34%
GRP
674
Global Retirement Partners
California
$183K +$44.5K +118 +39%
RCM
675
Raleigh Capital Management
North Carolina
$174K +$1.89K +5 +1%