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Emcor
EME

889 hedge funds and large institutions have $19.5B invested in Emcor in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 310 increasing their positions, 325 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 54

25% more call options, than puts

Call options by funds: $120M | Put options by funds: $95.7M

12% more funds holding

Funds holding: 791 → 889 (+98)

6% more capital invested

Capital invested by funds: $18.3B → $19.5B (+$1.15B)

0.45% more ownership

Funds ownership: 91.44% → 91.89% (+0.45%)

5% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 325

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

Holders
889
Holders Change
+98
Holders Change %
+12.39%
% of All Funds
11.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
165
Increased
310
Reduced
325
Closed
54
Calls
$120M
Puts
$95.7M
Net Calls
+$23.9M
Net Calls Change
-$58.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$137M
2
BlackRock
BlackRock
New York
+$103M
3
Squarepoint
Squarepoint
New York
+$73.5M
4
Ameriprise
Ameriprise
Minnesota
+$70.5M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$64.6M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$673M
2
Wells Fargo
Wells Fargo
California
-$95.9M
3
HAI
Hennessy Advisors Inc
California
-$73.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$71M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$61.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
676
Bensler
Washington
$297K – – –
CG
677
Cynosure Group
Utah
$295K -$98.4K -208 -24%
VSQM
678
V-Square Quantitative Management
Illinois
$291K +$1.89K +4 +0.6%
SGAM
679
Smith Group Asset Management
Texas
$286K +$298K +630 New
GRP
680
Global Retirement Partners
California
$285K +$96.5K +204 +48%
WF
681
Welch & Forbes
Massachusetts
$284K +$27.9K +59 +10%
CC
682
Capital Counsel
New York
$282K – – –
AWA
683
Amplius Wealth Advisors
Pennsylvania
$280K – – –
JCIA
684
Jackson Creek Investment Advisors
Colorado
$280K -$43.5K -92 -13%
DWM
685
Dakota Wealth Management
Florida
$276K +$2.37K +5 +0.8%
DDC
686
DF Dent & Co
Maryland
$275K – – –
AF
687
Advisornet Financial
Minnesota
$272K -$2.84K -6 -1%
EGA
688
Eagle Global Advisors
Texas
$272K – – –
MCM
689
Manchester Capital Management
Vermont
$272K -$164K -347 -37%
UFF
690
USA Financial Formulas
Michigan
$266K +$277K +585 New
OF
691
Optimize Financial
California
$265K +$276K +584 New
PWM
692
Paulson Wealth Management
Illinois
$265K -$34.5K -73 -11%
GCM
693
Gallacher Capital Management
Colorado
$262K +$273K +578 New
FAG
694
Fortitude Advisory Group
Washington
$262K – – –
MWM
695
Maridea Wealth Management
New York
$261K +$272K +575 New
KI
696
Kapitalo Investimentos
Brazil
$260K +$271K +573 New
CIBC Private Wealth Group
697
CIBC Private Wealth Group
Georgia
$259K -$183K -387 -42%
HSA
698
HBK Sorce Advisory
Pennsylvania
$258K -$2.84K -6 -1%
CC
699
Corton Capital
Ontario, Canada
$257K +$268K +567 New
GJIA
700
Glass Jacobson Investment Advisors
Maryland
$257K +$473 +1 +0.2%
26 27
28
29 30

EME Hedge Fund Activity: Q4 2024 in Review

889 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2024, worth a combined $19.5B — up 6.3% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new EME positions and 54 closed out — a net gain of 111 holders — while 310 added to existing stakes and 325 trimmed.

The largest buyer was Invesco, adding an estimated $137M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $673M.

  • 889 institutional investors held Emcor (EME) as of Q4 2024, up from 791 in Q3 2024.
  • Funds reported $19.5B of Emcor stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 165 funds opened new Emcor positions in Q4 2024 and 54 closed out, a net change of +111 holders.
  • The largest Emcor buyer in Q4 2024 was Invesco, an estimated $137M added.
  • The largest Emcor seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $673M sold.

Based on aggregated 13F filings for Q4 2024.