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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: 791889 (+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: 1714 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
51
Swedbank
Sweden
$69.6M +$58.1M +122,716 +399%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$66.7M -$459K -971 -0.7%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$65M +$64.6M +136,501 +2,246%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$61.1M -$20.8M -43,922 -25%
Amundi
55
Amundi
France
$61.1M -$4.08M -8,628 -6%
UBS Group
56
UBS Group
Switzerland
$60.8M +$11.3M +23,951 +22%
ZIM
57
Zacks Investment Management
Illinois
$60.7M -$6.16M -13,024 -9%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$60.2M -$3.76M -7,947 -6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$59.8M -$3.55M -7,500 -5%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$57M -$693K -1,464 -1%
Deutsche Bank
61
Deutsche Bank
Germany
$56.6M +$9.51M +20,096 +19%
VHMC
62
Value Holdings Management Company
New York
$55.7M
Skandinaviska Enskilda Banken (SEB)
63
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.7M +$24.6M +52,014 +80%
Principal Financial Group
64
Principal Financial Group
Iowa
$52.5M -$1.16M -2,456 -2%
IIM
65
INTECH Investment Management
Florida
$52.3M +$21.5M +45,484 +65%
Teacher Retirement System of Texas
66
Teacher Retirement System of Texas
Texas
$51.4M +$15.6M +32,928 +41%
Barclays
67
Barclays
United Kingdom
$49.2M +$26.7M +56,477 +109%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$47.3M +$685K +1,447 +1%
Renaissance Technologies
69
Renaissance Technologies
New York
$47M -$24.2M -51,155 -33%
National Pension Service
70
National Pension Service
South Korea
$43.2M -$2.89M -6,100 -6%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$43.1M +$19.1M +40,332 +74%
SEI Investments
72
SEI Investments
Pennsylvania
$42.6M -$8.85M -18,711 -17%
Raymond James Financial
73
Raymond James Financial
Florida
$42.4M +$44.2M +93,370 New
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$42.2M -$2.89M -6,117 -6%
SAM
75
Storebrand Asset Management
Norway
$41.3M +$5.16M +10,898 +14%

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.