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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
AWM
1626
Aberdeen Wealth Management
Illinois
$230K
AMBIA
1627
Allen Mooney & Barnes Investment Advisors
Georgia
$230K +$34.3K +310 +17%
Capstone Investment Advisors
1628
Capstone Investment Advisors
New York
$230K +$63.6K +575 +38%
CWP
1629
CFM Wealth Partners
Texas
$229K -$87.2K -789 -28%
FA
1630
Fermata Advisors
California
$229K -$98.6K -892 -30%
GCM
1631
Gables Capital Management
Florida
$228K
SFG
1632
SNS Financial Group
Minnesota
$228K +$1.66K +15 +0.7%
HWA
1633
HHM Wealth Advisors
Tennessee
$227K +$210K +1,900 +1,180%
LC
1634
Lindbrook Capital
California
$227K +$11.1K +100 +5%
SIM
1635
Stratos Investment Management
Ohio
$226K +$227K +2,054 New
RI
1636
Ridgewood Investments
New Jersey
$226K
RIM
1637
RW Investment Management
Idaho
$226K
PIA
1638
Perennial Investment Advisors
California
$226K +$226K +2,047 New
RWP
1639
Revolve Wealth Partners
New Jersey
$225K +$221 +2 +0.1%
CBTWT
1640
Community Bank & Trust (Waco, Texas)
Texas
$225K
SQA
1641
Simon Quick Advisors
New Jersey
$225K +$14.9K +135 +7%
UL
1642
Unionview LLC
Washington
$225K
LI
1643
Lafayette Investments
Maryland
$225K +$7.63K +69 +4%
TFA
1644
Transamerica Financial Advisors
Florida
$224K
CPRC
1645
Consolidated Portfolio Review Corp
New York
$223K +$224K +2,024 New
ICA
1646
Infrastructure Capital Advisors
New York
$222K +$223K +2,013 New
KAS
1647
KPP Advisory Services
Kentucky
$222K -$7.19K -65 -3%
MWA
1648
Monograph Wealth Advisors
California
$220K -$1.11M -10,000 -83%
SIC
1649
Schwartz Investment Counsel
Michigan
$220K
SFWA
1650
Summit Financial Wealth Advisors
Louisiana
$220K

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.