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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
BMWM
1551
Brown Miller Wealth Management
Virginia
$271K -$885 -8 -0.3%
GF
1552
Gimbal Financial
Indiana
$271K
DOA
1553
D'Orazio & Associates
Virginia
$270K -$9.4K -85 -3%
FL
1554
Fort LP
Maryland
$270K -$6.3K -57 -2%
MA
1555
MBA Advisors
Pennsylvania
$269K +$18.8K +170 +7%
Kayne Anderson Rudnick Investment Management
1556
Kayne Anderson Rudnick Investment Management
California
$267K +$663 +6 +0.2%
TW
1557
Traveka Wealth
California
$267K -$663 -6 -0.2%
TW
1558
TrinityPoint Wealth
Connecticut
$267K -$332 -3 -0.1%
OR
1559
Olympiad Research
Connecticut
$267K +$268K +2,420 New
CWM
1560
CarsonAllaria Wealth Management
Illinois
$265K -$4.53K -41 -2%
RIA
1561
Realta Investment Advisors
Delaware
$265K +$1.11K +10 +0.4%
WPWM
1562
Windward Private Wealth Management
Kansas
$264K
AA
1563
Alesco Advisors
New York
$264K +$22.1K +200 +9%
JLBC
1564
J.L. Bainbridge & Co
Florida
$264K
TPW
1565
TL Private Wealth
Texas
$262K
AWA
1566
Arkadios Wealth Advisors
Georgia
$261K +$31.8K +288 +14%
JSW
1567
Journey Strategic Wealth
New Jersey
$261K +$46.3K +419 +22%
JWA
1568
JFS Wealth Advisors
Pennsylvania
$260K -$332 -3 -0.1%
CBA
1569
Coastal Bridge Advisors
Connecticut
$258K +$259K +2,346 New
FTIS
1570
First Trust Investment Solutions
Florida
$258K +$259K +2,346 New
GMFG
1571
Greater Midwest Financial Group
Minnesota
$258K -$86.6K -783 -24%
CCP
1572
Carmel Capital Partners
California
$258K +$30K +271 +13%
BFAG
1573
Blackston Financial Advisory Group
Florida
$257K +$258K +2,337 New
TWM
1574
Thrive Wealth Management
Pennsylvania
$255K +$10.1K +91 +4%
MCM
1575
Marathon Capital Management
Maryland
$255K +$21.2K +192 +9%

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.