The unanimous accumulation by active managers suggests a shared thesis (likely sector tailwinds in construction/electrical services or valuation re-rating). Monitor next earnings for confirmation of the catalyst that drove Q3 buying, and watch for any insider Form 4 filings that could corroborate the cluster's conviction.
Executive Summary
Four institutional asset managers accumulated EMCOR Group shares in Q3 2026, led by Assenagon Asset Management nearly doubling its stake with a $34.9M addition. Total buying value reached $87.1M with net inflows of $35.7M and zero institutional selling, signaling broad conviction in the company's outlook.
Key Financial Metrics
Institutional Positions
Net institutional flow: $35.7M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +94.7% | $80.2M | $34.9M |
| Hb Wealth Management | ADD | +29.4% | $3.7M | $412.0K |
| Abn Amro Investment Solutions | ADD | +25% | $3.2M | $390.0K |
| Atwood & Palmer | DOUBLED | +236.8% | $48.0K | $33.0K |
Key Facts
- 4 institutional buyers added $35.7M net in Q3 2026, with zero sellers
- Assenagon Asset Management increased its position by 94.7% ($45.3M → $80.2M)
- Atwood & Palmer more than tripled its small stake (19 → 64 shares)
- All buyers are active asset managers, not passive/index funds
Financial Impact
4 institutions accumulated $87.1M in EME positions during Q3 2026, with net inflows of $35.7M and no institutional selling
Risk Factors
- 13F data is reported with a 45-day lag; positions may have been unwound since quarter-end
- All buyers are relatively small positions (<$100M total) — no mega-fund anchor investor
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-EME-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $647.66 | awaiting T+5 | — | — |
Oct 19, 2026 8d ago | Insider Cluster | $702.48 $666.36 | ▼ −5.14% | ▼ −5.22% | — |
Jul 30, 2026 12w ago | 8-K | $802.37 $808.43 | ▲ +0.76% | ▼ −2.87% | — |
Apr 30, 2026 25w ago | Insider Cluster | $891.67 $943.75 | ▲ +5.84% | ▲ +4.11% | — |
Apr 30, 2026 25w ago | Insider Cluster | $891.67 $943.75 | ▲ +5.84% | ▲ +4.11% | — |
Apr 29, 2026 25w ago | 8-K | $833.37 $933.27 | ▲ +11.99% | ▲ +8.88% | — |
Apr 21, 2026 27w ago | DEFA14A | $838.01 $863.78 | ▲ +3.08% | ▲ +1.99% | — |
Mar 2, 2026 34w ago | Insider Cluster | $735.41 $718.82 | ▲ +2.26% | ▲ +1.05% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $735.41 $718.82 | ▼ −2.26% | ▼ −1.05% | — |
US Market Status
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