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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
CB
1251
Cooke & Bieler
Pennsylvania
$551K
SA
1252
Skyline Advisors
Washington
$551K
PGA
1253
Portland Global Advisors
Maine
$550K
PMSA
1254
Patrick M. Sweeney & Associates
Illinois
$550K +$111 +1 +0%
NSIM
1255
North Star Investment Management
Illinois
$549K -$96.5K -873 -15%
DCM
1256
Donaldson Capital Management
Indiana
$549K -$7.85K -71 -1%
AA
1257
Apriem Advisors
California
$549K +$4.2K +38 +0.8%
ATC
1258
Adirondack Trust Company
New York
$549K
MC
1259
Miramar Capital
Illinois
$547K +$69.1K +625 +14%
JIP
1260
Jaffetilchin Investment Partners
Florida
$547K +$48.2K +436 +10%
TIA
1261
Tiemann Investment Advisors
California
$545K
BWA
1262
Bordeaux Wealth Advisors
California
$544K +$3.1K +28 +0.6%
CNBTD
1263
Citizens National Bank Trust Department
Mississippi
$543K
KA
1264
KLCM Advisors
Wisconsin
$541K +$70.7K +639 +15%
IFWM
1265
Institute for Wealth Management
Colorado
$539K -$221 -2 -0%
GIA
1266
Gladstone Institutional Advisory
Florida
$539K +$110K +992 +25%
SSWM
1267
Strait & Sound Wealth Management
California
$539K -$42K -380 -7%
TCM
1268
Twin Capital Management
Pennsylvania
$537K
YIA
1269
YHB Investment Advisors
Connecticut
$533K -$16.6K -150 -3%
LA
1270
LVW Advisors
New York
$533K +$66.7K +603 +14%
BCMO
1271
Buckingham Capital Management (Ohio)
Ohio
$531K
WSC
1272
Wellington Shields & Co
New York
$529K +$93.7K +847 +21%
NW
1273
NewEdge Wealth
Pennsylvania
$528K -$23.2K -210 -4%
FFM
1274
Forum Financial Management
Illinois
$526K -$21.1K -191 -4%
RAM
1275
Rempart Asset Management
Canada
$523K +$27.6K +250 +6%

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.