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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
FWTB
776
First Western Trust Bank
Colorado
$1.93M -$184K -1,662 -9%
SIG
777
Sargent Investment Group
Maryland
$1.91M -$2.21K -20 -0.1%
GRP
778
Global Retirement Partners
California
$1.91M +$527K +4,762 +38%
DWT
779
Dorsey & Whitney Trust
South Dakota
$1.9M -$85.9K -777 -4%
GC
780
Grimes & Company
Massachusetts
$1.89M -$842K -7,618 -31%
FWM
781
Forza Wealth Management
Florida
$1.89M
ACM
782
Allred Capital Management
Texas
$1.88M -$9.29K -84 -0.5%
SFA
783
Sequoia Financial Advisors
Ohio
$1.88M +$236K +2,138 +14%
JWM
784
JPL Wealth Management
Colorado
$1.88M +$119K +1,077 +7%
SXL
785
Summit X LLC
Missouri
$1.87M -$71.8K -649 -4%
CC
786
Courier Capital
New York
$1.87M -$23.9K -216 -1%
HDIM
787
Hanson & Doremus Investment Management
Vermont
$1.85M +$9.95K +90 +0.5%
SC
788
Savant Capital
Illinois
$1.84M +$28.1K +254 +2%
CFGS
789
Concourse Financial Group Securities
Alabama
$1.84M -$354K -3,198 -16%
MFWP
790
Mosaic Family Wealth Partners
Missouri
$1.83M -$361K -3,269 -16%
BCV
791
Banque Cantonale Vaudoise
Switzerland
$1.83M +$222K +2,008 +14%
Carson Wealth (CWM LLC)
792
Carson Wealth (CWM LLC)
Nebraska
$1.83M +$97.9K +885 +6%
B
793
Bensler
Washington
$1.83M +$1.83M +16,586 New
HCM
794
Hall Capital Management
Rhode Island
$1.82M -$18.8K -170 -1%
DJSG
795
D.J. St. Germain
Massachusetts
$1.81M
TCOT
796
Trust Company of Toledo
Ohio
$1.8M +$2.54K +23 +0.1%
NS
797
NBC Securities
Alabama
$1.8M -$28.1K -254 -2%
MWM
798
Massachusetts Wealth Management
Massachusetts
$1.8M +$8.29K +75 +0.5%
AM
799
AGF Management
Ontario, Canada
$1.79M -$310K -2,802 -15%
PPWP
800
Premier Path Wealth Partners
New Jersey
$1.79M +$78.7K +712 +5%

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.