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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
GEA
876
Glen Eagle Advisors
New Jersey
$1.36K – – –
CSWM
877
Cassady Schiller Wealth Management
Ohio
$1.36K +$1.42K +3 New
GFPC
878
Global Financial Private Client
Florida
$1.36K +$1.42K +3 New
PEAK6
879
PEAK6
Illinois
$1.27K +$1.42K +3 New
AW
880
Avion Wealth
Texas
$1K – – –
CAL
881
Capital Advisors Ltd
Ohio
$1K – – –
RTC
882
Riverview Trust Company
Washington
$908 – – –
HWA
883
HHM Wealth Advisors
Tennessee
$908 +$946 +2 New
MAS
884
MPWM Advisory Solutions
Georgia
$908 +$946 +2 New
PWM
885
Parkworth Wealth Management
California
$908 +$946 +2 New
PWA
886
Principia Wealth Advisory
Texas
$908 +$946 +2 New
MCM
887
MV Capital Management
Maryland
$454 – – –
TFM
888
TFC Financial Management
Massachusetts
$454 – – –
HCM
889
Hollencrest Capital Management
California
$454 +$473 +1 New
IAIM
890
International Assets Investment Management
Florida
– -$168 -72,329 Closed
Connor, Clark & Lunn Investment Management (CC&L)
891
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$15.8M -36,737 Closed
IG
892
ING Group
Netherlands
– -$9.47M -22,000 Closed
ZP
893
Zimmer Partners
New York
– -$8.61M -20,000 Closed
LI
894
Leeward Investments
Massachusetts
– -$7.44M -17,277 Closed
Tudor Investment Corp
895
Tudor Investment Corp
Connecticut
– -$4.06M -8,586 Closed
EP
896
Edgestream Partners
New Jersey
– -$3.35M -7,791 Closed
DTL
897
Dynamic Technology Lab
Singapore
– -$2.81M -6,529 Closed
XT
898
XTX Topco
Cayman Islands
– -$2.79M -6,474 Closed
SEC
899
Seven Eight Capital
New York
– -$2.76M -6,410 Closed
NYLIM
900
New York Life Investment Management
New York
– -$2.41M -5,607 Closed
34 35
36
37 38

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.