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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
LFG
726
Larson Financial Group
Missouri
$5.11K +$5.17K +14 New
DPW
727
DiNuzzo Private Wealth
Pennsylvania
$4.75K +$738 +2 +18%
LIA
728
Lynx Investment Advisory
District of Columbia
$4.38K +$4.43K +12 New
N
729
Natixis
France
$4.02K +$4.06K +11 New
RI
730
Ridgewood Investments
New Jersey
$3.76K +$3.69K +10 New
QC
731
Quent Capital
New York
$3.65K – – –
VWA
732
Valued Wealth Advisors
Utah
$3.65K +$1.11K +3 +43%
AS
733
Altshuler Shaham
Israel
$3.65K +$3.69K +10 New
BIA
734
Bell Investment Advisors
California
$2.92K +$369 +1 +14%
S
735
Sachetta
Massachusetts
$2.87K +$1.48K +4 +100%
HI
736
Horizon Investments
North Carolina
$2.55K – – –
BAM
737
Byrne Asset Management
New Jersey
$2.22K +$2.21K +6 New
SWM
738
Spire Wealth Management
Virginia
$1.82K – – –
RS
739
Rakuten Securities
Japan
$1.46K -$10.3K -28 -88%
TWD
740
True Wealth Design
Ohio
$1.1K +$1.11K +3 New
GEA
741
Glen Eagle Advisors
New Jersey
$1.09K +$1.11K +3 New
CAL
742
Capital Advisors Ltd
Ohio
$1K – – –
AW
743
Avion Wealth
Texas
$1K +$369 +1 +33%
PI
744
PEAK6 Investments
Illinois
$795 – – –
TFM
745
TFC Financial Management
Massachusetts
$366 – – –
RAM
746
Riggs Asset Management
Pennsylvania
$366 +$369 +1 New
AIG
747
American International Group
New York
– -$21.9M -62,403 Closed
TPSF
748
Texas Permanent School Fund
Texas
– -$14.4M -41,172 Closed
JFG
749
Jefferies Financial Group
New York
– -$6.76M -19,307 Closed
SI
750
Symmetry Investments
Jersey
– -$5.6M -15,986 Closed
28 29
30
31 32

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.