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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
VFPI
1301
Vantage Financial Partners (Illinois)
Illinois
$485K -$44.2K -400 -8%
SIA
1302
SeaBridge Investment Advisors
New Jersey
$485K
BO
1303
Bank OZK
Arkansas
$485K -$8.73K -79 -2%
ICM
1304
Islay Capital Management
Texas
$479K -$54.6K -494 -10%
WA
1305
Wambolt & Associates
Colorado
$477K -$20K -181 -4%
FIA
1306
Foundations Investment Advisors
Arizona
$477K -$6.3K -57 -1%
LSPW
1307
Lake Street Private Wealth
Illinois
$476K -$10.1K -91 -2%
RVPG
1308
Relative Value Partners Group
$476K +$478K +4,321 New
GWMR
1309
GC Wealth Management RIA
Massachusetts
$475K -$22.1K -200 -4%
ST
1310
Sabal Trust
Florida
$475K +$10.3K +93 +2%
FB
1311
First Bancorp
Maine
$474K -$14.6K -132 -3%
HIC
1312
Harvey Investment Company
Kentucky
$474K -$74.5K -674 -14%
AP
1313
Atwood & Palmer
Missouri
$473K -$10.7K -97 -2%
JSC
1314
Jackson Square Capital
California
$472K +$228K +2,061 +93%
OIA
1315
Optimum Investment Advisors
Illinois
$471K +$33.2K +300 +8%
RWM
1316
Revisor Wealth Management
Ohio
$471K -$377K -3,407 -44%
LOPW
1317
Live Oak Private Wealth
North Carolina
$470K
AFG
1318
Allegheny Financial Group
Pennsylvania
$468K +$1.88K +17 +0.4%
GJCM
1319
Grand Jean Capital Management
California
$467K
DAS
1320
Diversify Advisory Services
Utah
$466K -$102K -925 -18%
CTB
1321
Country Trust Bank
Illinois
$463K
FFBTD
1322
First Financial Bank - Trust Division
Ohio
$463K -$13.9K -126 -3%
FWP
1323
FAS Wealth Partners
Kansas
$461K +$16.9K +153 +4%
GWM
1324
GDS Wealth Management
Texas
$460K -$9.84K -89 -2%
DIA
1325
Dean Investment Associates
Ohio
$459K -$175K -1,579 -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.