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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
AWM
826
Avior Wealth Management
Nebraska
$22.2K -$2.37K -5 -9%
GLF
827
Groupe la Francaise
France
$21.9K +$22.7K +48 New
DWM
828
Darwin Wealth Management
Florida
$20.4K – – –
RWPA
829
Richard W. Paul & Associates
Michigan
$19.5K – – –
PCFFS
830
Pacific Center for Financial Services
California
$18.6K – – –
TFA
831
Toth Financial Advisory
Virginia
$18.2K +$18.9K +40 New
AF
832
Atala Financial
California
$17.7K +$18.5K +39 New
MAM
833
Morse Asset Management
Connecticut
$16.8K +$17.5K +37 New
CPG
834
Cornerstone Planning Group
New Jersey
$16.3K – – –
HGERS
835
Householder Group Estate & Retirement Specialist
Arizona
$16K +$10.4K +22 +147%
PWMG
836
Prestige Wealth Management Group
New Jersey
$15.9K – – –
DIP
837
DT Investment Partners
Pennsylvania
$13.6K +$14.2K +30 New
SIS
838
Sound Income Strategies
Florida
$11.4K – – –
TFIPS
839
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.3K +$11.8K +25 New
Loomis, Sayles & Company
840
Loomis, Sayles & Company
Massachusetts
$11K +$11.4K +24 New
BTD
841
BankPlus Trust Department
Mississippi
$10.9K +$11.4K +24 New
FLP
842
Financial Life Planners
Arizona
$9.53K +$9.94K +21 New
OC
843
Oarsman Capital
Wisconsin
$9.08K – – –
CPL
844
Capital & Planning LLC
Georgia
$9.08K +$9.46K +20 New
MSG
845
Main Street Group
Virginia
$9.08K +$9.46K +20 New
FFA
846
Frazier Financial Advisors
Ohio
$8.69K -$24.1K -51 -73%
FMII
847
Farmers & Merchants Investments Inc
Nebraska
$8.62K – – –
LFG
848
Larson Financial Group
Missouri
$8.17K -$5.68K -12 -40%
HNW
849
High Note Wealth
Minnesota
$8.17K +$8.52K +18 New
BF
850
BOK Financial
Oklahoma
$7.94K -$946 -2 -11%
32 33
34
35 36

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.