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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
DJSG
776
D.J. St. Germain
Massachusetts
$98.5K – – –
HI
777
Harbour Investments
Wisconsin
$98.5K +$473 +1 +0.5%
HT
778
Headlands Technologies
Illinois
$96.2K -$521K -1,101 -84%
PCM
779
Penserra Capital Management
California
$96K -$2.14M -4,516 -96%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$90.3K +$11.8K +25 +14%
LC
781
Lindbrook Capital
California
$89K -$13.7K -29 -13%
CFO
782
CVA Family Office
Colorado
$84.9K +$3.31K +7 +4%
EWM
783
Evermay Wealth Management
Virginia
$81.7K – – –
AA
784
AlphaCentric Advisors
Puerto Rico
$78.1K -$14.2K -30 -15%
RS
785
Rakuten Securities
Japan
$77.2K +$2.37K +5 +3%
SVCP
786
Silicon Valley Capital Partners
California
$68.3K – – –
OIA
787
Optimum Investment Advisors
Illinois
$68.1K -$59.1K -125 -45%
CCC
788
Chelsea Counsel Company
California
$68.1K – – –
WA
789
WPG Advisers
Maryland
$67.6K +$70.5K +149 New
LFA
790
LGT Financial Advisors
Texas
$64.9K – – –
HWM
791
Hemington Wealth Management
Virginia
$63K +$5.2K +11 +9%
TWD
792
True Wealth Design
Ohio
$60.4K +$12.3K +26 +24%
HCA
793
Harbor Capital Advisors
Illinois
$60K -$5.68K -12 -8%
JWA
794
JFS Wealth Advisors
Pennsylvania
$56.7K – – –
LS
795
Livforsakringsbolaget Skandia
Sweden
$54K – – –
RA
796
Rise Advisors
New York
$51.8K – – –
GWM
797
Geneos Wealth Management
Colorado
$51.7K – – –
SIC
798
SJS Investment Consulting
Ohio
$51.3K +$44.5K +94 +495%
AIM
799
Anchor Investment Management
South Carolina
$48.1K – – –
SC
800
Solstein Capital
California
$48.1K – – –
30 31
32
33 34

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.