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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
LWL
501
Leo Wealth LLC
Texas
$4.62M +$4.64K +42 +0.1%
CAL
502
Capital Analysts LLC
Pennsylvania
$4.62M -$29.7K -269 -0.6%
LP
503
LMR Partners
United Kingdom
$4.61M +$4.62M +41,804 New
MCM
504
Mengis Capital Management
Oregon
$4.59M -$153K -1,384 -3%
BIMC
505
Benson Investment Management Company
Virginia
$4.59M +$4.6M +41,646 New
MPM
506
MBB Public Markets
Illinois
$4.57M +$4.58M +41,460 New
CAAS
507
Capital Asset Advisory Services
Michigan
$4.56M +$322K +2,909 +8%
FIM
508
Fruth Investment Management
Texas
$4.54M -$22.1K -200 -0.5%
CIA
509
Concurrent Investment Advisors
Florida
$4.51M +$1.28M +11,533 +39%
B
510
Bailard
California
$4.46M -$51.6K -467 -1%
RIL
511
Rothschild Investment LLC
Illinois
$4.46M -$8.29K -75 -0.2%
RG
512
Rathbones Group
United Kingdom
$4.43M -$31K -280 -0.7%
SVWAG
513
Sound View Wealth Advisors Group
Georgia
$4.39M
BSW
514
Buckingham Strategic Wealth
Missouri
$4.39M -$86.1K -779 -2%
MPAM
515
Murphy Pohlad Asset Management
Minnesota
$4.39M -$104K -945 -2%
CIAS
516
CFS Investment Advisory Services
New Jersey
$4.38M +$4.4M +39,752 New
FIM
517
FWL Investment Management
Texas
$4.37M +$788K +7,125 +22%
AWS
518
Atria Wealth Solutions
New York
$4.35M -$159K -1,434 -4%
BPC
519
Banque Pictet & Cie
Switzerland
$4.33M
VWA
520
Visionary Wealth Advisors
Illinois
$4.3M +$64.1K +580 +2%
PCIA
521
Prime Capital Investment Advisors
Kansas
$4.27M -$624K -5,641 -13%
ABC
522
Associated Banc-Corp
Wisconsin
$4.27M -$989K -8,946 -19%
EHC
523
Everett Harris & Co
California
$4.27M -$1.44M -13,034 -25%
KF
524
Krilogy Financial
Missouri
$4.25M +$2.27M +20,528 +114%
BCM
525
BTC Capital Management
Iowa
$4.25M -$592K -5,352 -12%

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.