We are live on ! Find out more
EMR icon

Emerson Electric

1,958 hedge funds and large institutions have $48.8B invested in Emerson Electric in 2024 Q1 according to their latest regulatory filings, with 212 funds opening new positions, 629 increasing their positions, 797 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 100

64% more call options, than puts

Call options by funds: $724M | Put options by funds: $440M

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

14% more capital invested

Capital invested by funds: $42.8B → $48.8B (+$6.01B)

5% more funds holding

Funds holding: 1,8651,958 (+93)

1.74% less ownership

Funds ownership: 77.12%75.38% (-1.7%)

21% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 797

Holders
1,958
Holders Change
+93
Holders Change %
+4.99%
% of All Funds
28.2%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
212
Increased
629
Reduced
797
Closed
100
Calls
$724M
Puts
$440M
Net Calls
+$284M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$153M +$3.11M +30,302 +2%
ClearBridge Investments
52
ClearBridge Investments
New York
$142M +$28.7M +279,689 +29%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$135M -$24.6M -239,826 -13%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$133M -$3.4M -33,071 -3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$130M -$7.98M -77,662 -6%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$126M +$15.4M +149,446 +16%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$125M +$16.6M +161,576 +17%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$123M -$11.5M -112,428 -9%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$113M -$1.67M -16,305 -2%
Holocene Advisors
60
Holocene Advisors
New York
$112M -$13.5M -131,330 -12%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$112M +$55.9M +544,078 +122%
CS
62
Candriam SCA
Luxembourg
$111M +$1.43M +13,968 +1%
RJA
63
Raymond James & Associates
Florida
$111M +$31.8M +309,769 +47%
APG Asset Management
64
APG Asset Management
Netherlands
$110M -$2.17M -21,081 -2%
Corient Private Wealth
65
Corient Private Wealth
Florida
$106M -$306K -2,977 -0.3%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$105M +$554K +5,394 +0.6%
Truist Financial
67
Truist Financial
North Carolina
$101M -$2.12M -20,675 -2%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$100M +$90.6M +881,691 New
Allianz Asset Management
69
Allianz Asset Management
Germany
$99.9M -$48M -467,453 -35%
BIP
70
Brandes Investment Partners
California
$98.9M +$7.17M +69,849 +9%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$94.9M -$11.3M -110,101 -12%
EAM
72
Eagle Asset Management
Florida
$90.1M +$81.5M +793,898 New
Principal Financial Group
73
Principal Financial Group
Iowa
$89.6M +$3.62M +35,239 +5%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$89.5M +$12.1M +117,330 +17%
LPL Financial
75
LPL Financial
California
$89.5M +$2.76M +26,876 +4%

EMR Hedge Fund Activity: Q1 2024 in Review

1,958 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2024, worth a combined $48.8B — up 14% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new EMR positions and 100 closed out — a net gain of 112 holders — while 629 added to existing stakes and 797 trimmed.

The largest buyer was DZ Bank, adding an estimated $413M. The largest seller was Morgan Stanley, cutting an estimated $1.31B.

  • 1,958 institutional investors held Emerson Electric (EMR) as of Q1 2024, up from 1,865 in Q4 2023.
  • Funds reported $48.8B of Emerson Electric stock for Q1 2024, up 14% quarter-over-quarter.
  • 212 funds opened new Emerson Electric positions in Q1 2024 and 100 closed out, a net change of +112 holders.
  • The largest Emerson Electric buyer in Q1 2024 was DZ Bank, an estimated $413M added.
  • The largest Emerson Electric seller in Q1 2024 was Morgan Stanley, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2024.