We are live on ! Find out more
EME icon

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
GWM
701
Geneos Wealth Management
Colorado
$19K – – –
VCM
702
Versant Capital Management
Arizona
$19K +$6.27K +17 +49%
AIC
703
Archer Investment Corporation
Indiana
$18.6K -$5.53K -15 -23%
WWP
704
WR Wealth Planners
Missouri
$17.2K -$4.06K -11 -19%
CA
705
Continuum Advisory
Idaho
$16.4K -$2.21K -6 -12%
RFG
706
REAP Financial Group
Texas
$16.1K -$1.48K -4 -8%
PCMC
707
Planning Capital Management Corporation
Pennsylvania
$16.1K -$6.64K -18 -29%
RWPA
708
Richard W. Paul & Associates
Michigan
$15.7K +$15.9K +43 New
CIM
709
Contravisory Investment Management
Massachusetts
$15.3K +$15.5K +42 New
PCFFS
710
Pacific Center for Financial Services
California
$15K – – –
CWC
711
Carolinas Wealth Consulting
North Carolina
$14.1K -$2.21K -6 -13%
CPG
712
Cornerstone Planning Group
New Jersey
$12.9K – – –
PWMG
713
Prestige Wealth Management Group
New Jersey
$12.8K – – –
TAM
714
Tucker Asset Management
Colorado
$12.4K +$12.5K +34 New
Jones Financial Companies
715
Jones Financial Companies
Missouri
$11.7K +$7.38K +20 +167%
HGERS
716
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11.4K +31 New
SIS
717
Sound Income Strategies
Florida
$9.15K – – –
FRA
718
Front Row Advisors
California
$9.13K – – –
AFWM
719
Abich Financial Wealth Management
Virginia
$8.6K +$4.06K +11 +85%
SIC
720
SJS Investment Consulting
Ohio
$7.3K – – –
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$6.94K – – –
BF
722
BOK Financial
Oklahoma
$6.94K +$6.27K +17 +850%
CA
723
Crewe Advisors
Utah
$6.21K +$6.27K +17 New
MFT
724
Moisand Fitzgerald Tamayo
Florida
$5.84K – – –
IFAM
725
Institutional & Family Asset Management
Colorado
$5.48K – – –
27 28
29
30 31

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.