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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
BFA
1576
Beaumont Financial Advisors
Massachusetts
$254K +$7.63K +69 +3%
UFF
1577
USA Financial Formulas
Michigan
$254K -$40K -362 -14%
CASB
1578
Cape Ann Savings Bank
Massachusetts
$254K +$19.4K +175 +8%
BWM
1579
Baron Wealth Management
Michigan
$253K +$254K +2,300 New
ECM
1580
Estabrook Capital Management
New York
$253K
NSEDCP
1581
NJ State Employees Deferred Compensation Plan
New Jersey
$253K
SP
1582
Successful Portfolios
Florida
$253K -$22.1K -200 -8%
WFMPM
1583
Woodley Farra Manion Portfolio Management
Indiana
$252K
CW
1584
CreativeOne Wealth
Kansas
$252K -$338K -3,054 -57%
LFA
1585
Laraway Financial Advisors
Minnesota
$251K
SCI
1586
S&CO Inc
Massachusetts
$251K
KA
1587
Kovack Advisors
Florida
$250K -$18.5K -167 -7%
PFA
1588
Plotkin Financial Advisors
Maryland
$250K
AT
1589
Arlington Trust
Alabama
$248K +$249K +2,253 New
IA
1590
IFG Advisors
Missouri
$247K
TA
1591
TrueWealth Advisors
Alabama
$247K -$9.18K -83 -4%
RAM
1592
Ramirez Asset Management
New York
$246K
TWM
1593
Trueblood Wealth Management
Ohio
$245K -$332 -3 -0.1%
FNC
1594
First National Corp
Massachusetts
$245K
CPA
1595
Cardiff Park Advisors
California
$245K
BA
1596
Bridgewater Associates
Connecticut
$244K -$132K -1,197 -35%
WI
1597
Wedgewood Investors
Pennsylvania
$243K +$244K +2,209 New
CFO
1598
CVA Family Office
Colorado
$243K -$442 -4 -0.2%
CA
1599
Claris Advisors
Missouri
$243K
NG
1600
Norden Group
Utah
$243K +$19K +172 +8%

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.