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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
WTA
1051
Washington Trust Advisors
Massachusetts
$880K -$107K -965 -11%
LSA
1052
Leonteq Securities AG
Switzerland
$880K +$155K +1,398 +21%
GAAM
1053
Guinness Atkinson Asset Management
California
$880K -$151K -1,369 -15%
FNBOO
1054
First National Bank of Omaha
Nebraska
$874K +$269K +2,432 +44%
FIC
1055
FCG Investment Company
Tennessee
$870K +$48.9K +442 +6%
AWM
1056
Aries Wealth Management
Maine
$868K
ECA
1057
Elevated Capital Advisors
Utah
$867K +$870K +7,868 New
GWM
1058
GSB Wealth Management
Connecticut
$867K +$1.22K +11 +0.1%
PI
1059
PineBridge Investments
New York
$866K -$202K -1,823 -19%
P
1060
Pitcairn
Pennsylvania
$866K +$62.6K +566 +8%
SWM
1061
Spire Wealth Management
Virginia
$865K -$117K -1,054 -12%
KPPF
1062
Klein Pavlis & Peasley Financial
California
$864K +$97.9K +885 +13%
SWM
1063
Stockman Wealth Management
Montana
$863K -$12.3K -111 -1%
ACA
1064
Aptus Capital Advisors
Alabama
$862K +$24.7K +223 +3%
HIC
1065
Holderness Investments Company
North Carolina
$855K +$6.41K +58 +0.8%
CFFP
1066
Center for Financial Planning
Michigan
$848K
KFS
1067
Kurt F. Somerville
$844K -$20.5K -185 -2%
GIM
1068
Goelzer Investment Management
Indiana
$843K -$2.76K -25 -0.3%
ZIC
1069
ZWJ Investment Counsel
Georgia
$843K +$213K +1,924 +34%
AL
1070
ADE LLC
Maryland
$842K -$17.7K -160 -2%
ILI
1071
Invesco LLC (Illinois)
Illinois
$840K -$22.6K -204 -3%
BPWM
1072
Badgley Phelps Wealth Managers
Washington
$839K -$8.07K -73 -0.9%
CWS
1073
Confluence Wealth Services
Pennsylvania
$839K +$152K +1,371 +22%
IRC
1074
Investors Research Corp
Georgia
$838K -$519K -4,690 -38%
CNFG
1075
Creegan & Nassoura Financial Group
New Hampshire
$837K

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.