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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
GS
726
GTS Securities
New York
$218K +$227K +480 New
VVP
727
Venture Visionary Partners
Ohio
$218K +$227K +479 New
LNWWM
728
Laird Norton Wetherby Wealth Management
California
$217K -$18K -38 -7%
XF
729
XML Financial
Maryland
$217K +$226K +478 New
CCB
730
Cutter & Co Brokerage
Missouri
$217K – – –
TWPM
731
Total Wealth Planning & Management
Florida
$217K +$226K +477 New
TC
732
TwinBeech Capital
New York
$215K +$224K +473 New
CFG
733
Citizens Financial Group
Rhode Island
$214K +$223K +472 New
KWM
734
Keebeck Wealth Management
Illinois
$214K +$223K +472 New
CI
735
Cigna Investments
Connecticut
$214K -$11.8K -25 -5%
SWP
736
Stratos Wealth Partners
Ohio
$211K +$220K +465 New
LSIA
737
LaSalle St. Investment Advisors
Illinois
$210K +$219K +463 New
MAG
738
Mayfair Advisory Group
Alabama
$209K -$253K -534 -54%
S
739
SignatureFD
Georgia
$207K -$5.68K -12 -3%
RCM
740
Raleigh Capital Management
North Carolina
$207K +$24.6K +52 +13%
PCS
741
Personal CFO Solutions
New Jersey
$207K +$215K +455 New
MWM
742
Mindset Wealth Management
Indiana
$207K -$93.7K -198 -30%
MCM
743
MAI Capital Management
Ohio
$206K +$214K +453 New
Northwestern Mutual Wealth Management
744
Northwestern Mutual Wealth Management
Wisconsin
$205K +$42.6K +90 +25%
PFM
745
Peak Financial Management
Massachusetts
$204K +$213K +450 New
MAWA
746
Moss Adams Wealth Advisors
Washington
$203K +$211K +447 New
GLA
747
Great Lakes Advisors
Illinois
$202K +$211K +446 New
GWANC
748
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K +$211K +445 New
EWA
749
EP Wealth Advisors
California
$202K +$210K +444 New
VCA
750
Verdence Capital Advisors
Maryland
$200K +$209K +441 New
28 29
30
31 32

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.