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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
PFGIA
1326
Patriot Financial Group Insurance Agency
Massachusetts
$459K +$202K +1,829 +78%
BTI
1327
Blue Trust Inc
Georgia
$459K +$38K +344 +9%
LFG
1328
Larson Financial Group
Missouri
$457K +$110K +992 +31%
AC
1329
Apella Capital
Connecticut
$457K +$174K +1,578 +61%
SPC
1330
Spirepoint Private Client
Florida
$455K +$248K +2,240 +119%
AB
1331
Atlas Brown
Kentucky
$453K +$2.32K +21 +0.5%
BWG
1332
Beta Wealth Group
California
$453K +$166K +1,505 +58%
CAM
1333
Cozad Asset Management
Illinois
$451K +$29.5K +267 +7%
IWA
1334
Icon Wealth Advisors
Texas
$450K +$259K +2,341 +156%
OC
1335
Oakworth Capital
Alabama
$449K -$11.4K -103 -2%
AF
1336
Arrow Financial
New York
$446K -$11.1K -100 -2%
KP
1337
Keel Point
Alabama
$445K +$269K +2,431 +132%
CAS
1338
CTC Alternative Strategies
Illinois
$442K +$443K +4,009 New
BWM
1339
Boyd Wealth Management
California
$441K
THWM
1340
Taylor Hoffman Wealth Management
Virginia
$440K
FMC
1341
First Merchants Corp
Indiana
$439K -$111K -1,000 -20%
PF
1342
Phoenix Financial
Israel
$438K +$93.9K +849 +27%
Kovitz Investment Group Partners
1343
Kovitz Investment Group Partners
Illinois
$437K -$12.6K -114 -3%
JWM
1344
JGP Wealth Management
Oregon
$436K +$332 +3 +0.1%
VWM
1345
Venturi Wealth Management
Texas
$435K +$394K +3,563 +923%
SSW
1346
Smith Shellnut Wilson
Mississippi
$434K
VCM
1347
Viewpoint Capital Management
Washington
$433K
CMS
1348
Capital Market Strategies
Florida
$432K
FFA
1349
Founders Financial Alliance
North Carolina
$431K +$6.19K +56 +1%
OIM
1350
Orca Investment Management
Oregon
$431K +$3.21K +29 +0.7%

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.