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Emerson Electric

1,951 hedge funds and large institutions have $48.1B invested in Emerson Electric in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 714 increasing their positions, 721 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $530M | Put options by funds: $364M

16% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 122

1.06% more ownership

Funds ownership: 75.38%76.44% (+1.1%)

0% less funds holding

Funds holding: 1,9581,951 (-7)

1% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 721

1% less capital invested

Capital invested by funds: $48.8B → $48.1B (-$626M)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
1,951
Holders Change
-7
Holders Change %
-0.36%
% of All Funds
28.17%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
141
Increased
714
Reduced
721
Closed
122
Calls
$530M
Puts
$364M
Net Calls
+$167M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$9.16M +$162K +1,465 +2%
GCA
352
Greenwood Capital Associates
South Carolina
$9.12M -$129K -1,165 -1%
KPWS
353
Kestra Private Wealth Services
Texas
$9.1M +$432K +3,909 +5%
AAM
354
Advisors Asset Management
Colorado
$9.08M +$763K +6,900 +9%
LA
355
Lynch & Associates
Indiana
$9.01M +$371K +3,358 +4%
X
356
Xponance
Pennsylvania
$8.84M -$47.2K -427 -0.5%
IR
357
IAT Reinsurance
New York
$8.81M
RT
358
Rockland Trust
Massachusetts
$8.77M -$2.89M -26,101 -25%
Public Employees Retirement Association of Colorado
359
Public Employees Retirement Association of Colorado
Colorado
$8.75M -$258K -2,336 -3%
SIMG
360
Sonora Investment Management Group
Arizona
$8.72M
BPA
361
Beacon Pointe Advisors
California
$8.7M +$145K +1,308 +2%
PCA
362
Pallas Capital Advisors
Massachusetts
$8.69M +$85.1K +770 +1%
TCM
363
Tufton Capital Management
Maryland
$8.67M -$52.9K -478 -0.6%
ACM
364
Advisors Capital Management
New Jersey
$8.64M +$253K +2,284 +3%
AAMA
365
Advanced Asset Management Advisors
Ohio
$8.64M
SAM
366
Scopus Asset Management
New York
$8.57M -$11.3M -102,200 -57%
ISB
367
Iowa State Bank
Iowa
$8.54M -$25.2K -228 -0.3%
RSVP
368
Ramsay Stattman Vela & Price
Colorado
$8.35M -$26.1K -236 -0.3%
ACIM
369
Azimuth Capital Investment Management
Michigan
$8.27M -$31.5K -285 -0.4%
CIC
370
Carnegie Investment Counsel
Ohio
$8.24M +$386K +3,490 +5%
CCT
371
Chemung Canal Trust
New York
$8.17M +$3.82M +34,510 +87%
TF
372
Talbot Financial
Washington
$8.16M +$9.62K +87 +0.1%
BHWM
373
Bar Harbor Wealth Management
New Hampshire
$8.13M +$18.6K +168 +0.2%
KWM
374
Kingsview Wealth Management
Oregon
$8.13M +$463K +4,189 +6%
CWM
375
CIBC World Markets
New York
$8.12M +$1.82M +16,441 +29%

EMR Hedge Fund Activity: Q2 2024 in Review

1,951 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2024, worth a combined $48.1B — down 1.3% from $48.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new EMR positions and 122 closed out — a net gain of 19 holders — while 714 added to existing stakes and 721 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $577M. The largest seller was DZ Bank, cutting an estimated $518M.

  • 1,951 institutional investors held Emerson Electric (EMR) as of Q2 2024, down from 1,958 in Q1 2024.
  • Funds reported $48.1B of Emerson Electric stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 141 funds opened new Emerson Electric positions in Q2 2024 and 122 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q2 2024 was Newport Trust Company, an estimated $577M added.
  • The largest Emerson Electric seller in Q2 2024 was DZ Bank, an estimated $518M sold.

Based on aggregated 13F filings for Q2 2024.