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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
FNT
701
First National Trust
Pennsylvania
$2.37M -$441K -3,989 -16%
BFM
702
Boston Financial Management
Massachusetts
$2.37M -$4.75K -43 -0.2%
EHWM
703
Eads & Heald Wealth Management
Georgia
$2.36M -$97.4K -881 -4%
FFG
704
Fortem Financial Group
California
$2.36M -$34.3K -310 -1%
TPA
705
Trivium Point Advisory
Connecticut
$2.36M +$1.54M +13,921 +187%
WOC
706
West Oak Capital
California
$2.34M +$63.6K +575 +3%
TSWM
707
Triangle Securities Wealth Management
North Carolina
$2.33M -$27.1K -245 -1%
MA
708
MONECO Advisors
Connecticut
$2.32M -$66.8K -604 -3%
MCA
709
MSH Capital Advisors
Arizona
$2.32M +$28.4K +257 +1%
UA
710
Unison Advisors
District of Columbia
$2.32M +$10.6K +96 +0.5%
EWA
711
EP Wealth Advisors
California
$2.31M +$1.55M +14,009 +201%
PA
712
PFW Advisors
Georgia
$2.31M -$92.8K -839 -4%
BBVA
713
Banco Bilbao Vizcaya Argentaria
Spain
$2.29M +$167K +1,507 +8%
Envestnet Portfolio Solutions
714
Envestnet Portfolio Solutions
Illinois
$2.29M -$237K -2,147 -9%
MCM
715
MAI Capital Management
Ohio
$2.28M +$47.4K +429 +2%
TRCT
716
Tower Research Capital (TRC)
New York
$2.28M -$686K -6,208 -23%
PT
717
Plimoth Trust
Massachusetts
$2.28M -$1.22K -11 -0.1%
MMA
718
Miracle Mile Advisors
California
$2.24M +$222K +2,012 +11%
WGCA
719
Wolf Group Capital Advisors
Virginia
$2.23M -$144K -1,301 -6%
HI
720
Harrington Investments
California
$2.22M -$10.5K -95 -0.5%
LIM
721
Loudon Investment Management
New Hampshire
$2.22M
CIC
722
Crawford Investment Counsel
Georgia
$2.2M +$42.3K +383 +2%
LFM
723
LGT Fund Management
Liechtenstein
$2.2M +$2.21M +20,000 New
AF
724
Allworth Financial
California
$2.19M +$87.1K +788 +4%
AIC
725
Aurora Investment Counsel
Georgia
$2.19M +$19.5K +176 +0.9%

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.