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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
CMP
1451
Coston McIsaac & Partners
Maine
$347K +$442 +4 +0.1%
IAIM
1452
International Assets Investment Management
Florida
$347K -$2.98K -27 -0.9%
HP
1453
Holistic Planning
Texas
$346K
ECG
1454
Edge Capital Group
Georgia
$346K
FMLI
1455
Fukoku Mutual Life Insurance
Japan
$344K
BAM
1456
Belpointe Asset Management
Nevada
$343K -$42.5K -384 -11%
AWM
1457
Avior Wealth Management
Nebraska
$343K -$20K -181 -5%
AI
1458
Atom Investors
Texas
$340K -$173K -1,565 -34%
BWP
1459
Balboa Wealth Partners
Arizona
$339K +$52.7K +477 +18%
BOS
1460
Bank of Stockton
California
$338K
WFG
1461
Wormser Freres Gestion
France
$333K +$171K +1,550 +113%
PCA
1462
Prosperity Capital Advisors
Ohio
$332K -$213K -1,928 -39%
MW
1463
Maia Wealth
Colorado
$331K +$313K +2,830 New
CP
1464
Camelot Portfolios
Ohio
$330K
BFC
1465
Bedel Financial Consulting
Indiana
$330K +$221 +2 +0.1%
GFG
1466
Goldstone Financial Group
Illinois
$330K +$51.1K +462 +18%
AG
1467
AlTi Global
New York
$329K -$9.73K -88 -3%
9WM
1468
9258 Wealth Management
Ohio
$329K
NPT
1469
Nixon Peabody Trust
Massachusetts
$328K -$70.8K -640 -18%
WDG
1470
Wealth Dimensions Group
Ohio
$328K
BWP
1471
Barlow Wealth Partners
Kentucky
$327K
MWC
1472
MBM Wealth Consultants
Missouri
$327K +$10.2K +92 +3%
JFGIW
1473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$327K +$309K +2,798 +1,665%
TA
1474
TruWealth Advisors
Louisiana
$325K
RCM
1475
Raleigh Capital Management
North Carolina
$324K -$20.7K -187 -6%

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.