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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
BCCM
1426
Bridge Creek Capital Management
Massachusetts
$363K -$1.22K -11 -0.3%
SDAM
1427
Shulman DeMeo Asset Management
New York
$363K +$332 +3 +0.1%
CHP
1428
Cable Hill Partners
Oregon
$361K +$363K +3,279 New
CW
1429
Channel Wealth
California
$360K -$1.66K -15 -0.5%
WAM
1430
Weatherly Asset Management
California
$359K +$6.08K +55 +2%
CFG
1431
Cooper Financial Group
California
$358K -$227K -2,052 -39%
TTWM
1432
TCV Trust & Wealth Management
Virginia
$357K
TA
1433
Townsend & Associates
Colorado
$356K
CIA
1434
Compass Ion Advisors
Pennsylvania
$356K
EWM
1435
Evermay Wealth Management
Virginia
$356K
TFO
1436
Tarbox Family Office
California
$355K
TWP
1437
Tyche Wealth Partners
Texas
$354K -$102K -921 -22%
SMA
1438
Sage Mountain Advisors
Georgia
$353K +$4.31K +39 +1%
CIG
1439
Cairn Investment Group
Washington
$353K
MWM
1440
Mittelman Wealth Management
Massachusetts
$353K
WCA
1441
Westover Capital Advisors
Delaware
$353K
WFA
1442
WMG Financial Advisors
Tennessee
$352K -$60.2K -544 -15%
HFM
1443
Harvest Fund Management
China
$352K -$162K -1,462 -31%
RFG
1444
REAP Financial Group
Texas
$352K +$192K +1,736 +119%
PWW
1445
Pettyjohn Wood & White
Virginia
$350K +$15.6K +141 +5%
LAM
1446
LifePro Asset Management
California
$349K +$1.44K +13 +0.4%
AGWCA
1447
Annis Gardner Whiting Capital Advisors
Florida
$348K -$17.4K -157 -5%
JFG
1448
Jefferies Financial Group
New York
$348K +$349K +3,155 New
CAM
1449
Cidel Asset Management
Ontario, Canada
$347K -$24.2K -219 -6%
DA
1450
Dillon & Associates
Michigan
$347K

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.