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
LWANC
1651
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K
IB
1652
Intrust Bank
Kansas
$220K +$9.62K +87 +5%
LS
1653
Leelyn Smith
Illinois
$219K
A
1654
AJOVista
Massachusetts
$219K
IP
1655
Intellectus Partners
California
$218K
WTB
1656
Washington Trust Bank
Washington
$218K
1WM
1657
1900 Wealth Management
Texas
$217K
PWP
1658
Phillips Wealth Planners
Mississippi
$216K -$83.9K -759 -28%
1WM
1659
1858 Wealth Management
Ohio
$215K +$216K +1,956 New
BIP
1660
Blueprint Investment Partners
North Carolina
$215K +$16.8K +152 +8%
CWM
1661
Cahaba Wealth Management
Georgia
$214K -$6.63K -60 -3%
AG
1662
AIA Group
Hong Kong
$214K +$215K +1,947 New
MWM
1663
MinichMacGregor Wealth Management
New York
$214K
MAM
1664
Madison Asset Management
Wisconsin
$214K -$155K -1,406 -42%
AWP
1665
Abacus Wealth Partners
California
$214K -$2.65K -24 -1%
NP
1666
Nilsine Partners
Colorado
$213K -$14.9K -135 -7%
RCA
1667
Ranch Capital Advisors
Florida
$213K -$16.3K -147 -7%
CC
1668
Cadinha & Co
Hawaii
$213K -$48K -434 -18%
HP
1669
HT Partners
Connecticut
$213K
CWM
1670
Chesapeake Wealth Management
Virginia
$213K +$11.1K +100 +5%
CCG
1671
Chatham Capital Group
Georgia
$212K
FWP
1672
Firethorn Wealth Partners
Georgia
$212K +$4.75K +43 +2%
RFG
1673
RFP Financial Group
Georgia
$212K -$774 -7 -0.4%
HAS
1674
HBW Advisory Services
California
$212K +$213K +1,922 New
AA
1675
Ancora Advisors
Ohio
$212K

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.