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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
HCA
1151
Harbour Capital Advisors
Virginia
$663K
GLA
1152
Good Life Advisors
Pennsylvania
$663K +$14.5K +131 +2%
GF
1153
Gries Financial
Ohio
$662K -$198K -1,795 -23%
CI
1154
Cigna Investments
Connecticut
$661K -$4.75K -43 -0.7%
RSWM
1155
Robertson Stephens Wealth Management
California
$659K -$89K -805 -12%
RCWM
1156
Royal Capital Wealth Management
Indiana
$659K +$111 +1 +0%
LCM
1157
Liberty Capital Management
Michigan
$658K +$38.4K +347 +6%
HWA
1158
Heritage Wealth Advisors
Virginia
$656K -$66.3K -600 -9%
WCM
1159
Windsor Capital Management
Arizona
$653K +$656K +5,932 New
DC
1160
Diametric Capital
Massachusetts
$653K +$160K +1,450 +32%
HWMG
1161
Hurlow Wealth Management Group
Indiana
$652K -$16.4K -148 -2%
KCM
1162
KRS Capital Management
Michigan
$649K +$55.7K +504 +9%
BBL
1163
Beck Bode LLC
Massachusetts
$647K -$30.1K -272 -4%
VBCG
1164
Valley Brook Capital Group
Pennsylvania
$647K
CCA
1165
Cottonwood Capital Advisors
Utah
$646K -$995 -9 -0.2%
AC
1166
Avestar Capital
New York
$646K +$360K +3,256 +125%
SSB
1167
Sandy Spring Bank
Maryland
$646K +$6.08K +55 +0.9%
FB
1168
Fulton Bank
Pennsylvania
$646K -$6.19K -56 -0.9%
FMI
1169
F/M Investments
District of Columbia
$643K +$646K +5,840 New
PP
1170
PDS Planning
Ohio
$642K -$28.9K -261 -4%
IF
1171
Intrua Financial
Texas
$639K +$18.2K +165 +3%
PM
1172
Penbrook Management
New York
$639K -$22.1K -200 -3%
BCFD
1173
Boit C.F. David
$639K
ACA
1174
Atlas Capital Advisors
Wyoming
$639K +$641K +5,800 New
GI
1175
GAMCO Investors
Connecticut
$638K +$17.1K +155 +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.