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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
AA
676
Addison Advisors
Vermont
$47.1K +$29.5K +80 +163%
JWA
677
JFS Wealth Advisors
Pennsylvania
$45.3K – – –
RA
678
Rise Advisors
New York
$41.6K – – –
VAG
679
VisionPoint Advisory Group
Texas
$39.1K +$12.9K +35 +49%
SC
680
Solstein Capital
California
$38.7K – – –
AIM
681
Anchor Investment Management
South Carolina
$38.7K +$18.4K +50 +89%
PFBT
682
Parkside Financial Bank & Trust
Missouri
$37.2K -$4.06K -11 -10%
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K – – –
PGAM
684
Princeton Global Asset Management
New Jersey
$36.5K – – –
CAC
685
Core Alternative Capital
Georgia
$36.1K – – –
HCP
686
Hexagon Capital Partners
Arkansas
$35.4K -$738 -2 -2%
PTC
687
Private Trust Company
Ohio
$35.4K -$738 -2 -2%
IBOK
688
Independence Bank of Kentucky
Kentucky
$34.7K – – –
RFS
689
Richardson Financial Services
Massachusetts
$33.2K -$2.21K -6 -6%
OA
690
Operose Advisors
Wisconsin
$31.8K – – –
OP
691
ORG Partners
Indiana
$30.9K +$31.7K +86 New
VFA
692
Virtus Fund Advisers
Connecticut
$29.9K +$30.3K +82 New
IC
693
Innealta Capital
Texas
$28.8K +$29.1K +79 New
PWMG
694
Private Wealth Management Group
New Jersey
$28.1K +$2.58K +7 +10%
PG
695
Proffitt & Goodson
Tennessee
$27.4K +$27.7K +75 New
MTC
696
Matrix Trust Company
Colorado
$26K +$26.6K +72 New
WTC
697
WhitTier Trust Company
Nevada
$24.1K +$24.3K +66 New
JWM
698
Janiczek Wealth Management
Colorado
$23.7K – – –
BBHC
699
Brown Brothers Harriman & Co
New York
$20.4K +$20.7K +56 New
AWM
700
Avior Wealth Management
Nebraska
$19.7K -$155K -421 -89%
26 27
28
29 30

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.