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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
EI
701
Ellevest Inc
New York
$256K -$37.4K -79 -12%
Financial Engines Advisors
702
Financial Engines Advisors
California
$255K +$8.99K +19 +3%
FCA
703
FLC Capital Advisors
California
$254K – – –
SG
704
Straightline Group
Michigan
$254K +$265K +560 New
WF
705
Wayfinding Financial
Washington
$251K +$262K +554 New
FT
706
Fiduciary Trust
Massachusetts
$247K – – –
CPWA
707
Cerro Pacific Wealth Advisors
California
$241K – – –
LIM
708
Leavell Investment Management
Alabama
$241K -$280K -591 -53%
WSWA
709
Warren Street Wealth Advisors
California
$236K -$3.31K -7 -1%
NW
710
Naviter Wealth
Arkansas
$236K +$246K +520 New
Lido Advisors
711
Lido Advisors
California
$234K -$2.37K -5 -1%
CAM
712
Claret Asset Management
Quebec, Canada
$231K +$1.89K +4 +0.8%
Jones Financial Companies
713
Jones Financial Companies
Missouri
$231K +$193K +408 +408%
PCM
714
Polymer Capital Management
New York
$230K +$240K +507 New
SFI
715
Siemens Fonds Invest
Germany
$230K – – –
SFC
716
SYM Financial Corp
Indiana
$229K +$239K +505 New
C
717
Covestor
United Kingdom
$228K -$20.8K -44 -8%
ECG
718
Edge Capital Group
Georgia
$228K +$15.6K +33 +7%
PGWM
719
Parisi Gray Wealth Management
New Jersey
$227K – – –
FWTB
720
First Western Trust Bank
Colorado
$226K – – –
WTC
721
WhitTier Trust Company
Nevada
$226K – – –
SF
722
Summit Financial
New Jersey
$225K +$234K +495 New
RGF
723
Retirement Guys Formula
Ohio
$224K -$8.99K -19 -4%
AFGAS
724
Allegiance Financial Group Advisory Services
Virginia
$222K +$231K +488 New
PAG
725
Poinciana Advisors Group
Florida
$218K +$228K +481 New
27 28
29
30 31

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.