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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
HT
1001
Heritage Trust
Oklahoma
$1.02M +$29.3K +265 +3%
OIC
1002
Orion Investment Company
Missouri
$1.01M +$1.02M +9,196 New
ITFISA
1003
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1M
TW
1004
TritonPoint Wealth
Maryland
$992K +$3.76K +34 +0.4%
AAIM
1005
Asset Advisors Investment Management
Georgia
$991K +$221K +2,000 +29%
STA
1006
Summit Trail Advisors
New York
$991K -$96.9K -876 -9%
CCA
1007
Checchi Capital Advisers
California
$991K +$14.3K +129 +1%
PA
1008
Profund Advisors
Maryland
$989K -$14.2K -128 -1%
FG
1009
Fiduciary Group
Georgia
$987K -$5.53K -50 -0.6%
V
1010
ViaWealth
Kansas
$986K -$8.07K -73 -0.8%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$984K +$97K +877 +11%
PWA
1012
Providence Wealth Advisors
Illinois
$979K +$22.8K +206 +2%
QI
1013
Qtron Investments
Massachusetts
$970K
HSA
1014
HBK Sorce Advisory
Pennsylvania
$969K -$23.7K -214 -2%
SIG
1015
Stonegate Investment Group
Alabama
$967K +$166K +1,500 +21%
GLLW
1016
Graves Light Lenhart Wealth
Virginia
$965K
TPWM
1017
Twelve Points Wealth Management
Massachusetts
$959K +$74.4K +673 +8%
MSFS
1018
Main Street Financial Solutions
Pennsylvania
$948K -$13.5K -122 -1%
CAM
1019
Creekmur Asset Management
Illinois
$947K +$268K +2,423 +39%
PCG
1020
PFC Capital Group
California
$946K -$27.6K -250 -3%
NL
1021
NVWM LLC
Pennsylvania
$944K +$47.9K +433 +5%
CPIG
1022
Chicago Partners Investment Group
Illinois
$938K +$37.5K +339 +4%
LF
1023
LifePlan Financial
Minnesota
$937K -$71.7K -648 -7%
WAM
1024
Wolverine Asset Management
Illinois
$936K +$940K +8,500 New
IGGA
1025
Iron Gate Global Advisors
Utah
$935K

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.