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Emcor
EME

Overview Fund Activity

882 hedge funds and large institutions have $19.4B invested in Emcor in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 307 increasing their positions, 322 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
+98
Holders Change %
+12.5%
% of All Funds
11.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
165
Increased
307
Reduced
322
Closed
54
Calls
$120M
Puts
$95.7M
Net Calls
+$23.9M
Net Calls Change
-$58.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$131M
2
BlackRock
BlackRock
New York
+$99.1M
3
Squarepoint
Squarepoint
New York
+$70.5M
4
Ameriprise
Ameriprise
Minnesota
+$67.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$62.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$646M
2
Wells Fargo
Wells Fargo
California
-$92M
3
HAI
Hennessy Advisors Inc
California
-$70.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
651
Evergreen Capital Management
Washington
$323K +$43.1K +95 +15%
TIM
652
Tevis Investment Management
Texas
$320K -$142K -312 -31%
GWP
653
Gen-Wealth Partners
Michigan
$320K – – –
FPAS
654
Focus Partners Advisor Solutions
Missouri
$318K +$81.2K +179 +34%
WA
655
Wealthstream Advisors
New York
$317K -$6.81K -15 -2%
TW
656
TrinityPoint Wealth
Connecticut
$313K -$1.82K -4 -0.6%
MAM
657
McLean Asset Management
Virginia
$312K +$3.18K +7 +1%
WWM
658
Wolff Wiese Magana
California
$311K +$303K +667 +3,511%
SAM
659
Strategy Asset Managers
California
$311K -$92.2K -203 -23%
ACA
660
Aptus Capital Advisors
Alabama
$311K +$58.6K +129 +23%
RFN
661
RDA Financial Network
Iowa
$309K +$309K +681 New
SCM
662
Stevens Capital Management
Pennsylvania
$309K +$309K +681 New
MMCM
663
Murphy & Mullick Capital Management
New York
$309K +$309K +680 New
PFS
664
Prospera Financial Services
Texas
$308K +$9.08K +20 +3%
RW
665
Rockport Wealth
Ohio
$307K -$5.9K -13 -2%
LCM
666
Lazari Capital Management
California
$305K +$24.5K +54 +9%
PFW
667
Petros Family Wealth
Minnesota
$302K +$302K +666 New
AFG
668
Atomi Financial Group
New York
$299K +$3.18K +7 +1%
CIG
669
CHB Investment Group
Pennsylvania
$298K -$1.81K -4 -0.6%
B
670
Bensler
Washington
$297K – – –
CG
671
Cynosure Group
Utah
$295K -$94.4K -208 -24%
VSQM
672
V-Square Quantitative Management
Illinois
$291K +$1.82K +4 +0.6%
SGAM
673
Smith Group Asset Management
Texas
$286K +$286K +630 New
GRP
674
Global Retirement Partners
California
$285K +$92.6K +204 +48%
WF
675
Welch & Forbes
Massachusetts
$284K +$26.8K +59 +10%
25 26
27
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