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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
FFP
776
FourThought Financial Partners
Florida
– -$235K -671 Closed
HKIMG
777
Hutchens & Kramer Investment Management Group
Indiana
– -$235K -661 Closed
OAM
778
Origin Asset Management
United Kingdom
– -$230K -656 Closed
MSWM
779
McGlone Suttner Wealth Management
Wisconsin
– -$229K -653 Closed
MCWA
780
Meadow Creek Wealth Advisors
Georgia
– -$226K -644 Closed
TW
781
TrinityPoint Wealth
Connecticut
– -$209K -598 Closed
LP
782
LMR Partners
United Kingdom
– -$207K -591 Closed
DWA
783
Delap Wealth Advisory
Oregon
– -$204K -582 Closed
CFM
784
Catalyst Funds Management
Australia
– -$87.5K -250 Closed
GM
785
GeoWealth Management
Illinois
– -$83K -237 Closed
HT
786
Headlands Technologies
Illinois
– -$73.2K -209 Closed
NIC
787
Northwest Investment Counselors
Oregon
– -$39.9K -114 Closed
CAM
788
ClariVest Asset Management
California
– -$10.2K -29 Closed
FGAM
789
Financial Gravity Asset Management
Texas
– -$5.54K -16 Closed
UCB
790
United Community Bank
South Carolina
– -$4.2K -12 Closed
VWM
791
Venturi Wealth Management
Texas
– -$2.8K -8 Closed
HIA
792
Harbor Investment Advisory
Maryland
– -$2.45K -7 Closed
TWP
793
TFO Wealth Partners
Ohio
– -$1.05K -3 Closed
CAM
794
Creekmur Asset Management
Illinois
– -$700 -2 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.