We are live on ! Find out more
EMR icon

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
LPT
801
Legacy Private Trust
Wisconsin
$1.77M +$133K +1,201 +8%
PIMJS
802
PKO Investment Management Joint-Stock
Poland
$1.77M
CCT
803
Capital City Trust
Florida
$1.75M -$27.5K -249 -2%
IIL
804
Insight Inv LLC
California
$1.73M
VNIM
805
Vaughan Nelson Investment Management
Texas
$1.73M
IIC
806
Ironwood Investment Counsel
Arizona
$1.72M -$106K -956 -6%
MMHP
807
Murphy Middleton Hinkle & Parker
Georgia
$1.72M +$332 +3 +0%
PEA
808
Park Edge Advisors
Ohio
$1.71M
Squarepoint
809
Squarepoint
New York
$1.71M
ATPW
810
Ashton Thomas Private Wealth
Arizona
$1.7M +$463K +4,188 +37%
CCA
811
Cobblestone Capital Advisors
New York
$1.69M -$60.8K -550 -3%
PPA
812
Painted Porch Advisors
California
$1.69M -$30.4K -275 -2%
LJHT
813
Laurie J. Hall Trustee
$1.68M -$11.1K -100 -0.7%
USAA
814
United Services Automobile Association
Texas
$1.68M -$71.9K -650 -4%
IWM
815
IHT Wealth Management
Illinois
$1.67M +$29.2K +264 +2%
BFO
816
Biltmore Family Office
North Carolina
$1.67M
BWAM
817
Boyd Watterson Asset Management
Ohio
$1.67M +$7.41K +67 +0.4%
SCM
818
Silvant Capital Management
Georgia
$1.66M -$21.3K -193 -1%
WANY
819
Wealthspire Advisors (New York)
New York
$1.65M -$46.2K -418 -3%
WCM
820
Wisconsin Capital Management
Wisconsin
$1.65M
SC
821
Searle & Co
Connecticut
$1.65M
HI
822
Hoey Investments
Pennsylvania
$1.64M +$169K +1,524 +11%
MLA
823
MB, Levis & Associates
Pennsylvania
$1.64M +$3.76K +34 +0.2%
PWCM
824
Processus Wealth & Capital Management
Tennessee
$1.63M +$70.3K +636 +5%
PMA
825
Prudent Man Advisors
Illinois
$1.62M +$57.3K +518 +4%

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.