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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
TFA
1401
Trinity Financial Advisors
Ohio
$388K
BWS
1402
BCR Wealth Strategies
Alabama
$388K +$1.88K +17 +0.5%
SCM
1403
Stonehearth Capital Management
Massachusetts
$387K +$21.3K +193 +6%
DMBA
1404
Deseret Mutual Benefit Administrators
Utah
$386K
HC
1405
Hamilton Capital
Ohio
$383K -$152K -1,372 -28%
KFS
1406
Keynote Financial Services
Connecticut
$383K
EB
1407
Exchange Bank
California
$383K -$3.1K -28 -0.8%
TWM
1408
Tradition Wealth Management
Minnesota
$380K +$41.8K +378 +12%
GAMC
1409
Garner Asset Management Corp
Texas
$380K
CRIG
1410
Charter Research & Investment Group
Connecticut
$380K
LCS
1411
Levin Capital Strategies
New York
$379K -$130K -1,178 -26%
AI
1412
Accredited Investors
Minnesota
$376K +$12.9K +117 +4%
HPIA
1413
Hamilton Point Investment Advisors
North Carolina
$375K
JCM
1414
Jag Capital Management
Missouri
$375K -$199K -1,798 -35%
MIM
1415
MTM Investment Management
South Carolina
$374K +$111 +1 +0%
HR
1416
Howe & Rusling
New York
$373K -$22.3K -202 -6%
FFO
1417
Fortitude Family Office
Arizona
$373K
OCM
1418
One Capital Management
California
$372K +$163K +1,475 +77%
EBT
1419
Enterprise Bank & Trust
Massachusetts
$372K
SCM
1420
Shelton Capital Management
Colorado
$372K -$221 -2 -0.1%
VV
1421
Verity & Verity
South Carolina
$370K -$2.21K -20 -0.6%
CC
1422
Centiva Capital
New York
$368K +$370K +3,344 New
VF
1423
Virtu Financial
New York
$368K -$575K -5,197 -61%
HIA
1424
Harbor Investment Advisory
Maryland
$365K -$2.32K -21 -0.6%
MPIA
1425
Mountain Pacific Investment Advisers
Idaho
$364K

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.