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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
BOPW
1176
Brandywine Oak Private Wealth
Pennsylvania
$637K -$8.07K -73 -1%
HH
1177
Hilltop Holdings
Texas
$633K -$6.75K -61 -1%
PFA
1178
Pathway Financial Advisors
Vermont
$632K
BIAS
1179
Beacon Investment Advisory Services
New Jersey
$630K
GI
1180
GAMMA Investing
California
$629K +$112K +1,009 +21%
ANBT
1181
American National Bank & Trust
Texas
$628K
SAM
1182
S.A. Mason
Michigan
$625K
IFU
1183
iSAM Funds (UK)
United Kingdom
$624K +$626K +5,666 New
SAM
1184
SignalPoint Asset Management
Missouri
$622K
EM
1185
Excalibur Management
Massachusetts
$622K -$19.9K -180 -3%
PWPS
1186
Pinnacle Wealth Planning Services
Ohio
$616K -$2.43K -22 -0.4%
BLC
1187
Brown, Lisle/Cummings
Rhode Island
$614K +$121K +1,095 +24%
SSC
1188
Syverson Strege & Co
Iowa
$612K +$221 +2 +0%
GFP
1189
Gryphon Financial Partners
Ohio
$609K -$54.1K -489 -8%
GPA
1190
Garrison Point Advisors
California
$604K
SC
1191
Sapient Capital
Indiana
$604K +$5.75K +52 +1%
GWP
1192
Gen-Wealth Partners
Michigan
$598K +$43.8K +396 +8%
WWM
1193
Western Wealth Management
Colorado
$597K +$3.65K +33 +0.6%
CWM
1194
Connecticut Wealth Management
Connecticut
$596K +$5.53K +50 +0.9%
GF
1195
Gabelli Funds
New York
$593K +$11.1K +100 +2%
FBT
1196
First Bankers Trust
Kentucky
$592K
LI
1197
LRI Investments
Florida
$592K
MMPW
1198
Mitchell McLeod Pugh & Williams
Alabama
$591K -$23.7K -214 -4%
OP
1199
ORG Partners
Indiana
$589K +$601K +5,432 +28,589%
BAM
1200
Brave Asset Management
New Jersey
$587K -$223K -2,020 -27%

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.