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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: 657746 (+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: 2414 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$54.8M +$1.96M +5,314 +4%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$53.2M +$12.2M +33,066 +29%
RJA
53
Raymond James & Associates
Florida
$52.8M -$4.56M -12,363 -8%
AllianceBernstein
54
AllianceBernstein
Tennessee
$51.7M -$7.93M -21,506 -13%
Swiss National Bank
55
Swiss National Bank
Switzerland
$50.9M +$17.2M +46,500 +50%
VHMC
56
Value Holdings Management Company
New York
$49.5M -$9.37M -25,400 -16%
ZIM
57
Zacks Investment Management
Illinois
$48.7M +$13.1M +35,529 +36%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.1M -$14.2M -38,382 -23%
American Century Companies
59
American Century Companies
Missouri
$47.4M +$25.7M +69,675 +116%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$43.1M -$3.18M -8,623 -7%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$42.4M +$12.2M +32,970 +40%
DCM
62
Driehaus Capital Management
Illinois
$40.2M +$2.42M +6,551 +6%
Deutsche Bank
63
Deutsche Bank
Germany
$40.1M +$38.4M +104,006 +1,774%
UBS Group
64
UBS Group
Switzerland
$39.8M +$10.6M +28,667 +36%
SEI Investments
65
SEI Investments
Pennsylvania
$39.2M -$7.76M -21,032 -16%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$37M +$33.9M +91,837 +972%
BCIM
67
British Columbia Investment Management
British Columbia, Canada
$36.4M +$11.6M +31,534 +46%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$36.3M +$1.1M +2,990 +3%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$34.7M -$9.12M -24,728 -21%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$32.8M -$4.68M -12,694 -12%
Federated Hermes
71
Federated Hermes
Pennsylvania
$29.5M -$3.71M -10,057 -11%
Stifel Financial
72
Stifel Financial
Missouri
$28.2M -$4.77M -12,931 -14%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$28.1M -$61.6K -167 -0.2%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$27M +$9.83M +26,655 +56%
National Pension Service
75
National Pension Service
South Korea
$26.4M +$26.7M +72,300 New

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.