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
CIA
951
Cascade Investment Advisors
Oregon
$1.17M -$29.3K -265 -2%
NSAM
952
North Star Asset Management
Wisconsin
$1.17M -$47K -425 -4%
DP
953
Dearborn Partners
Illinois
$1.16M -$49.6K -449 -4%
CAM
954
Columbia Asset Management
Michigan
$1.16M +$332 +3 +0%
NME
955
Notis-McConarty Edward
$1.15M -$74.6K -675 -6%
WBWA
956
William B. Walkup & Associates
South Carolina
$1.15M +$1.16M +10,458 New
SWM
957
SeaCrest Wealth Management
New York
$1.15M -$30.3K -274 -3%
PTC
958
Private Trust Company
Ohio
$1.14M -$43.3K -392 -4%
SAM
959
Summit Asset Management
Tennessee
$1.14M +$243K +2,201 +27%
LIA
960
Luken Investment Analytics
Tennessee
$1.14M
MIM
961
Morningstar Investment Management
Illinois
$1.12M -$91.7K -829 -8%
RA
962
RFG Advisory
Alabama
$1.11M +$60.3K +545 +6%
CSPIA
963
Cary Street Partners Investment Advisory
Virginia
$1.11M +$321K +2,903 +40%
LNWWM
964
Laird Norton Wetherby Wealth Management
California
$1.11M -$23.4K -212 -2%
CMANY
965
Capital Management Associates (New York)
New York
$1.1M
C
966
Certuity
Florida
$1.1M -$524K -4,743 -32%
WCM
967
Washington Capital Management
Washington
$1.09M -$140K -1,270 -11%
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M
HA
969
Hamel Associates
New Jersey
$1.09M -$72.4K -655 -6%
HBT
970
Hills Bank & Trust
Iowa
$1.09M +$6.97K +63 +0.6%
LA
971
Legacy Advisors
Pennsylvania
$1.09M +$14.8K +134 +1%
HI
972
Horizon Investments
North Carolina
$1.09M +$3.98K +36 +0.4%
WAG
973
Wheelhouse Advisory Group
Missouri
$1.09M +$17.6K +159 +2%
BIM
974
Bridges Investment Management
Nebraska
$1.09M
RL
975
Rogco LP
Oklahoma
$1.09M +$53.7K +486 +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.