We are live on ! Find out more
EMR icon

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
OAM
1501
Ostrum Asset Management
France
$306K -$24K -217 -7%
EWA
1502
EverSource Wealth Advisors
Alabama
$306K +$125K +1,126 +76%
PTC
1503
Petrus Trust Company
Texas
$305K +$306K +2,769 New
AHC
1504
Anderson Hoagland & Co
Missouri
$303K
FTC
1505
Farmers Trust Company
Ohio
$302K -$16.4K -148 -5%
PA
1506
PFG Advisors
Arizona
$301K +$15.8K +143 +6%
LI
1507
LVZ Inc
Michigan
$301K
CBT
1508
CoreFirst Bank & Trust
Kansas
$300K
SF
1509
Symphony Financial
Texas
$299K -$3.54K -32 -1%
CCFCSB
1510
Cape Cod Five Cents Savings Bank
Massachusetts
$298K -$182K -1,648 -38%
SPWG
1511
Syntegra Private Wealth Group
Missouri
$297K +$67.6K +611 +29%
OQS
1512
Occudo Quantitative Strategies
Florida
$297K -$191K -1,723 -39%
BMC
1513
Benin Management Corp
Connecticut
$297K -$52.6K -476 -15%
CFGA
1514
Cambridge Financial Group (Arizona)
Arizona
$297K +$4.87K +44 +2%
PWM
1515
Paulson Wealth Management
Illinois
$295K
RGC
1516
Roberts, Glore & Co
Illinois
$294K
CFM
1517
Catalyst Funds Management
Australia
$292K +$293K +2,650 New
BAM
1518
Beaumont Asset Management
Texas
$292K -$25.4K -230 -8%
CSPAM
1519
Cary Street Partners Asset Management
Virginia
$292K +$293K +2,648 New
KFGK
1520
Keystone Financial Group (Kentucky)
Kentucky
$291K
WB
1521
Webster Bank
Connecticut
$291K
EA
1522
Everpar Advisors
Oklahoma
$290K +$13.7K +124 +5%
WMA
1523
West Michigan Advisors
Michigan
$289K -$53.8K -487 -16%
UAML
1524
US Asset Management LLC
Pennsylvania
$288K -$7.85K -71 -3%
FWM
1525
FMA Wealth Management
Massachusetts
$288K -$22.6K -204 -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.