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Emerson Electric
EMR

1,958 hedge funds and large institutions have $48.8B invested in Emerson Electric in 2024 Q1 according to their latest regulatory filings, with 212 funds opening new positions, 629 increasing their positions, 797 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 100

64% more call options, than puts

Call options by funds: $724M | Put options by funds: $440M

50% more funds holding in top 10

Funds holding in top 10: 14 → 21 (+7)

14% more capital invested

Capital invested by funds: $42.8B → $48.8B (+$6.01B)

5% more funds holding

Funds holding: 1,865 → 1,958 (+93)

1.74% less ownership

Funds ownership: 77.12% → 75.38% (-1.7%)

21% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 797

Holders
1,958
Holders Change
+93
Holders Change %
+4.99%
% of All Funds
28.2%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
212
Increased
629
Reduced
797
Closed
100
Calls
$724M
Puts
$440M
Net Calls
+$284M
Net Calls Change
+$111M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$413M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$256M
3
Bank of America
Bank of America
North Carolina
+$230M
4
Citadel Advisors
Citadel Advisors
Florida
+$182M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$141M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.31B
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$223M
3
BlackRock
BlackRock
New York
-$199M
4
First Trust Advisors
First Trust Advisors
Illinois
-$198M
5
Barclays
Barclays
United Kingdom
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
976
Essex Financial Services
Connecticut
$1.11M -$29K -282 -3%
WAG
977
Wheelhouse Advisory Group
Missouri
$1.11M -$461K -4,493 -31%
SHFA
978
SS&H Financial Advisors
Michigan
$1.11M -$493K -4,800 -33%
LA
979
Legacy Advisors
Pennsylvania
$1.11M -$13.6K -132 -1%
6F
980
626 Financial
Michigan
$1.1M – – –
PI
981
PineBridge Investments
New York
$1.1M +$995K +9,689 New
EAM
982
EdenTree Asset Management
United Kingdom
$1.1M – – –
TFS
983
Thoroughbred Financial Services
Tennessee
$1.09M +$437K +4,259 +79%
Aristotle Capital Management
984
Aristotle Capital Management
California
$1.09M – – –
RA
985
RFG Advisory
Alabama
$1.09M +$76.2K +742 +8%
RBFC
986
Roman Butler Fullerton & Co
Missouri
$1.08M – – –
ERIM
987
Eagle Ridge Investment Management
Connecticut
$1.07M – – –
BFO
988
Boston Family Office
Massachusetts
$1.07M – – –
LNC
989
Lincoln National Corp
Pennsylvania
$1.07M +$18K +175 +2%
GC
990
Gratus Capital
Georgia
$1.07M -$92.1K -897 -9%
VSQM
991
V-Square Quantitative Management
Illinois
$1.06M – – –
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$6.47K -63 -0.7%
RL
993
Rogco LP
Oklahoma
$1.06M -$59.3K -577 -6%
GAAM
994
Guinness Atkinson Asset Management
California
$1.06M – – –
LC
995
LCNB Corp
Ohio
$1.06M – – –
CCM
996
Cohen Capital Management
California
$1.05M – – –
WI
997
Wintrust Investments
Illinois
$1.05M -$7.6K -74 -0.8%
LAS
998
Lloyd Advisory Services
Georgia
$1.05M +$949K +9,235 New
IMCOOI
999
Investment Management Corp of Ontario (IMCO)
Canada
$1.04M -$421K -4,100 -31%
LF
1000
LifePlan Financial
Minnesota
$1.04M +$81.1K +790 +9%
38 39
40
41 42

EMR Hedge Fund Activity: Q1 2024 in Review

1,958 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2024, worth a combined $48.8B — up 14% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new EMR positions and 100 closed out — a net gain of 112 holders — while 629 added to existing stakes and 797 trimmed.

The largest buyer was DZ Bank, adding an estimated $413M. The largest seller was Morgan Stanley, cutting an estimated $1.31B.

  • 1,958 institutional investors held Emerson Electric (EMR) as of Q1 2024, up from 1,865 in Q4 2023.
  • Funds reported $48.8B of Emerson Electric stock for Q1 2024, up 14% quarter-over-quarter.
  • 212 funds opened new Emerson Electric positions in Q1 2024 and 100 closed out, a net change of +112 holders.
  • The largest Emerson Electric buyer in Q1 2024 was DZ Bank, an estimated $413M added.
  • The largest Emerson Electric seller in Q1 2024 was Morgan Stanley, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2024.