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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
WA
1676
Wealth Alliance
New York
$212K +$212K +1,921 New
MWM
1677
Mission Wealth Management
California
$210K -$47.5K -430 -18%
IIC
1678
Integrated Investment Consultants
Michigan
$210K
GFA
1679
Gallagher Fiduciary Advisors
Illinois
$209K -$634K -5,732 -75%
RWA
1680
River Wealth Advisors
Pennsylvania
$208K +$221 +2 +0.1%
AAS
1681
Annex Advisory Services
Wisconsin
$208K +$7.96K +72 +4%
CWM
1682
Centric Wealth Management
Illinois
$208K +$196K +1,776 New
FPCG
1683
Fort Pitt Capital Group
Pennsylvania
$207K +$208K +1,883 New
AC
1684
Allstate Corporation
Illinois
$207K
QWP
1685
Quotient Wealth Partners
Texas
$206K +$207K +1,871 New
MCM
1686
Monument Capital Management
Virginia
$205K -$14K -127 -6%
SP
1687
Stablepoint Partners
Massachusetts
$204K +$191K +1,731 New
MFA
1688
Mayflower Financial Advisors
Massachusetts
$203K -$48.2K -436 -19%
SP
1689
Stonebrook Private
Michigan
$203K +$2.32K +21 +1%
SIM
1690
Studio Investment Management
Illinois
$203K +$1.33K +12 +0.7%
EW
1691
Element Wealth
Mississippi
$202K -$3.54K -32 -2%
SFP
1692
Sandbox Financial Partners
Maryland
$202K +$3.54K +32 +2%
PP
1693
Pegasus Partners
Wisconsin
$202K
PMG
1694
Private Management Group
California
$202K +$5.86K +53 +3%
KCM
1695
Kathmere Capital Management
Pennsylvania
$202K +$203K +1,833 New
HAC
1696
Harbor Advisory Corp
New Hampshire
$202K
TWM
1697
TriaGen Wealth Management
California
$202K
MAG
1698
Mayfair Advisory Group
Alabama
$201K +$194K +1,755 New
BW
1699
Basepoint Wealth
Iowa
$201K -$111K -1,008 -36%
AWG
1700
Altus Wealth Group
Colorado
$201K

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.