We are live on ! Find out more
EMR icon

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
RCAG
1201
Rehmann Capital Advisory Group
Michigan
$587K -$39K -353 -6%
BONST
1202
Bank of Nova Scotia Trust
Ontario, Canada
$586K +$17.5K +158 +3%
CCMG
1203
Clark Capital Management Group
Pennsylvania
$585K -$3.43K -31 -0.6%
RZH
1204
Relyea Zuckerberg Hanson
Connecticut
$585K -$5.86K -53 -1%
AW
1205
Atlas Wealth
Ohio
$584K +$295K +2,666 +100%
SFB
1206
STAR Financial Bank
Indiana
$584K -$99.5K -900 -15%
AIM
1207
Acropolis Investment Management
Missouri
$583K +$111 +1 +0%
CPWA
1208
Cerro Pacific Wealth Advisors
California
$583K +$585K +5,290 New
MW
1209
Marcum Wealth
Ohio
$581K -$30.6K -277 -5%
CAM
1210
Claret Asset Management
Quebec, Canada
$581K -$162K -1,461 -22%
JWM
1211
Jeppson Wealth Management
California
$581K -$1.11K -10 -0.2%
AC
1212
AlphaCore Capital
California
$578K +$3.87K +35 +0.7%
OHWA
1213
Oak Hill Wealth Advisors
Virginia
$577K +$579K +5,238 New
SWM
1214
Silverlake Wealth Management
Vermont
$577K -$3.21K -29 -0.6%
IIM
1215
InTrack Investment Management
Vermont
$577K -$35.3K -319 -6%
FAG
1216
Fortitude Advisory Group
Washington
$576K -$48.8K -441 -8%
WA
1217
WBH Advisory
Maryland
$576K +$55.3K +500 +11%
WF
1218
WoodTrust Financial
Wisconsin
$576K
OWP
1219
Obermeyer Wealth Partners
Colorado
$575K -$2.65K -24 -0.5%
HW
1220
Hancock Whitney
Mississippi
$575K
AC
1221
AXQ Capital
New Jersey
$574K +$577K +5,215 New
GA
1222
Geller Advisors
New York
$573K -$221 -2 -0%
WA1
1223
Wimmer Associates 1
California
$572K -$3.87K -35 -0.7%
MCCA
1224
Mill Creek Capital Advisors
Pennsylvania
$571K +$22.2K +201 +4%
PFS
1225
Physicians Financial Services
North Carolina
$568K +$6.75K +61 +1%

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.