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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
PSFG
801
Park Square Financial Group
Georgia
$47.7K +$49.7K +105 New
LSA
802
Leonteq Securities AG
Switzerland
$47.2K -$80.9K -171 -62%
Group One Trading
803
Group One Trading
Illinois
$47.2K +$38.8K +82 +373%
PGAM
804
Princeton Global Asset Management
New Jersey
$45.4K – – –
SSG
805
Summit Securities Group
New York
$45.4K +$47.3K +100 New
FMTCOCP
806
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
VCM
807
Versant Capital Management
Arizona
$44.9K -$1.42K -3 -3%
CAC
808
Core Alternative Capital
Georgia
$43.1K -$1.89K -4 -4%
DWM
809
Dogwood Wealth Management
Kansas
$40.5K +$42.1K +89 New
VFA
810
Virtus Fund Advisers
Connecticut
$38.1K +$946 +2 +2%
CA
811
Continuum Advisory
Idaho
$37.7K +$13.7K +29 +54%
VHAM
812
Van Hulzen Asset Management
California
$36.3K +$37.9K +80 New
HCP
813
Hexagon Capital Partners
Arkansas
$35.9K -$3.79K -8 -9%
TPW
814
Talon Private Wealth
Florida
$35.4K +$36.9K +78 New
PWMG
815
Private Wealth Management Group
New Jersey
$35K – – –
MTC
816
Matrix Trust Company
Colorado
$34K +$2.37K +5 +7%
PFBT
817
Parkside Financial Bank & Trust
Missouri
$33.6K -$946 -2 -3%
WWP
818
WR Wealth Planners
Missouri
$31.8K +$1.42K +3 +4%
OWP
819
ORG Wealth Partners
Texas
$31.8K -$2.84K -6 -8%
RFS
820
Richardson Financial Services
Massachusetts
$27.4K -$14.7K -31 -34%
SIM
821
Synergy Investment Management
Florida
$24.1K +$25.5K +54 New
CIM
822
Contravisory Investment Management
Massachusetts
$23.1K – – –
SA
823
SRH Advisors
Kansas
$22.7K +$23.7K +50 New
RFG
824
REAP Financial Group
Texas
$22.3K -$473 -1 -2%
AA
825
Addison Advisors
Vermont
$22.2K – – –
31 32
33
34 35

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.