Emcor
657 hedge funds and large institutions have $15.1B invested in Emcor in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 191 increasing their positions, 261 reducing their positions, and 48 closing their positions.
198% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 48
128% more call options, than puts
Call options by funds: $97.7M | Put options by funds: $42.9M
118% more funds holding in top 10
Funds holding in top 10: 11 → 24 (+13)
56% more capital invested
Capital invested by funds: $9.67B → $15.1B (+$5.44B)
16% more funds holding
Funds holding: 565 → 657 (+92)
3.26% less ownership
Funds ownership: 95.23% → 91.97% (-3.3%)
27% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 261
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$359M |
| 2 |
Select Equity Group
New York
|
+$289M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$39.3M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$37.6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$386M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$105M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$80.6M |
| 4 |
BlackRock
New York
|
-$47.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47.5M |
EME Hedge Fund Activity: Q1 2024 in Review
657 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2024, worth a combined $15.1B — up 56% from $9.67B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new EME positions and 48 closed out — a net gain of 95 holders — while 191 added to existing stakes and 261 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $359M. The largest seller was Morgan Stanley, cutting an estimated $386M.
- 657 institutional investors held Emcor (EME) as of Q1 2024, up from 565 in Q4 2023.
- Funds reported $15.1B of Emcor stock for Q1 2024, up 56% quarter-over-quarter.
- 143 funds opened new Emcor positions in Q1 2024 and 48 closed out, a net change of +95 holders.
- The largest Emcor buyer in Q1 2024 was Fidelity Investments, an estimated $359M added.
- The largest Emcor seller in Q1 2024 was Morgan Stanley, an estimated $386M sold.
Based on aggregated 13F filings for Q1 2024.