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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
TVM
1376
True Vision MN
Minnesota
$413K -$19.7K -178 -5%
NHC
1377
Nicholas Hoffman & Company
Georgia
$413K
ACS
1378
Archford Capital Strategies
Illinois
$411K
PCA
1379
Peddock Capital Advisors
Massachusetts
$411K
BFA
1380
Beacon Financial Advisory
Ohio
$411K -$681K -6,157 -62%
CP
1381
Canopy Partners
Ohio
$411K
CA
1382
Commerzbank Aktiengesellschaft
Germany
$409K +$17.1K +155 +4%
CCG
1383
Catalina Capital Group
California
$408K +$995 +9 +0.2%
CA
1384
Cornerstone Advisory
Maryland
$407K -$87K -787 -18%
PJSIMP
1385
P.J. Schmidt Investment Management (PJS)
Wisconsin
$407K
TAM
1386
Trillium Asset Management
Massachusetts
$406K -$995 -9 -0.2%
PP
1387
Paloma Partners
Connecticut
$406K -$1.08M -9,767 -73%
LA
1388
Lifeworks Advisors
Michigan
$403K -$57.7K -522 -12%
AWA
1389
Aaron Wealth Advisors
Illinois
$402K +$22.9K +207 +6%
Legacy Financial Group (Iowa)
1390
Legacy Financial Group (Iowa)
Iowa
$401K
CFP
1391
Cascade Financial Partners
California
$396K +$13.8K +125 +4%
ASBI
1392
American State Bank (Iowa)
Iowa
$395K
TIM
1393
Tortoise Investment Management
New York
$395K +$1.66K +15 +0.4%
CHJWM
1394
Carlton Hofferkamp & Jenks Wealth Management
Texas
$395K
CC
1395
Cornerstone Capital
California
$395K
AAP
1396
Arax Advisory Partners
Colorado
$393K +$34.9K +316 +10%
CIC
1397
Cutler Investment Counsel
Oregon
$391K
JFA
1398
JNBA Financial Advisors
Minnesota
$391K
EIA
1399
Edgemoor Investment Advisors
Maryland
$390K
AAM
1400
Augustine Asset Management
Florida
$389K -$21.2K -192 -5%

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.