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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
BHBT
726
Burke & Herbert Bank & Trust
Virginia
$2.19M +$2.2M +19,877 New
IWC
727
Integrated Wealth Concepts
Massachusetts
$2.19M +$668K +6,040 +44%
PFSC
728
Peoples Financial Services Corp
Pennsylvania
$2.18M -$113K -1,025 -5%
BSAM
729
Blue Square Asset Management
New York
$2.18M +$158K +1,427 +8%
FTDI
730
First Trust Direct Indexing
Massachusetts
$2.18M +$311K +2,817 +17%
HAG
731
HighPoint Advisor Group
Illinois
$2.18M +$941K +8,513 +82%
OAC
732
OMERS Administration Corp
Ontario, Canada
$2.18M +$2.19M +19,786 New
WAP
733
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$86.5K +782 +4%
NB
734
Norinchukin Bank
Japan
$2.17M -$5.35M -48,402 -71%
EF
735
Empirical Finance
Pennsylvania
$2.15M -$168K -1,521 -7%
NIM
736
Northeast Investment Management
Massachusetts
$2.11M -$56.8K -514 -3%
GWM
737
Glass Wealth Management
Texas
$2.11M -$45.9K -415 -2%
CT
738
Chicago Trust
Illinois
$2.1M +$111K +1,004 +6%
YIH
739
Y-Intercept (HK)
Hong Kong
$2.09M +$2.1M +18,991 New
GVAG
740
Great Valley Advisor Group
Delaware
$2.07M +$217K +1,960 +12%
BHCM
741
Brevan Howard Capital Management
Jersey
$2.07M +$1.7M +15,402 +453%
OBGC
742
O'Brien Greene & Co
Pennsylvania
$2.07M +$15.5K +140 +0.8%
GLAM
743
Gardner Lewis Asset Management
Pennsylvania
$2.07M +$2.07M +18,763 New
WA
744
Waverly Advisors
Alabama
$2.07M +$312K +2,826 +18%
BSA
745
Bull Street Advisors
Georgia
$2.06M -$11.1K -100 -0.5%
PFA
746
Pathway Financial Advisers
Indiana
$2.05M +$21.5K +194 +1%
Acadian Asset Management
747
Acadian Asset Management
Massachusetts
$2.04M +$2.05M +18,576 New
AFM
748
Abbot Financial Management
Massachusetts
$2.04M -$102K -925 -5%
CWM
749
Compass Wealth Management
Connecticut
$2.04M -$11.1K -100 -0.5%
GFS
750
GYL Financial Synergies
Connecticut
$2.04M -$35.4K -320 -2%

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.