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
BW
851
Bison Wealth
Georgia
$1.53M
FNFDCM
852
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.53M -$34.2K -309 -2%
DSC
853
Duncker Streett & Co
Missouri
$1.52M +$221 +2 +0%
HWMA
854
Heritage Wealth Management (Arizona)
Arizona
$1.52M -$54.1K -489 -3%
HFO
855
Heritage Family Offices
Arizona
$1.52M +$1.52M +13,774 New
CHAM
856
Clear Harbor Asset Management
Connecticut
$1.51M +$533K +4,816 +54%
SN
857
Sittner & Nelson
Oregon
$1.51M +$2.32K +21 +0.2%
MP
858
McDonald Partners
Ohio
$1.5M +$29K +262 +2%
CTWM
859
Cherry Tree Wealth Management
Minnesota
$1.49M -$201K -1,817 -12%
EFMC
860
Empire Financial Management Company
New York
$1.49M +$271K +2,447 +22%
VCA
861
Verdence Capital Advisors
Maryland
$1.49M +$18.7K +169 +1%
EH
862
Equitable Holdings
New York
$1.49M +$39.7K +359 +3%
TT
863
TI-Trust
Illinois
$1.48M
CA
864
Claro Advisors
Massachusetts
$1.48M -$2.32K -21 -0.2%
CCWM
865
Correct Capital Wealth Management
Missouri
$1.47M +$188K +1,701 +15%
SCM
866
Stonebridge Capital Management
California
$1.47M
FAM
867
Formidable Asset Management
Ohio
$1.47M +$75K +678 +5%
Federated Hermes
868
Federated Hermes
Pennsylvania
$1.45M -$39.7K -359 -3%
WC
869
Waterloo Capital
Texas
$1.44M +$144K +1,303 +11%
MAA
870
Mraz Amerine & Associates
California
$1.44M -$64.8K -586 -4%
TPI
871
Trust Point Inc
Wisconsin
$1.43M -$40.7K -368 -3%
FCBT
872
First Citizens Bank & Trust
North Carolina
$1.43M +$40K +362 +3%
WS
873
Wedbush Securities
California
$1.43M -$48.2K -436 -3%
TG
874
TCW Group
California
$1.42M +$5.31K +48 +0.4%
JWCA
875
J.W. Coons Advisors
Ohio
$1.42M -$44.2K -400 -3%

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.