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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
PJWM
1701
Philip James Wealth Mangement
Georgia
$200K -$45.4K -411 -18%
SBIA
1702
Sheaff Brock Investment Advisors
Indiana
$200K -$77.4K -700 -28%
CNB
1703
Camden National Bank
Maine
$199K +$199K +1,804 New
MHR
1704
Matthew Hamilton Rosenberg
$198K -$6.3K -57 -3%
HC
1705
Hoese & Co
Minnesota
$196K
BHWM
1706
Beaird Harris Wealth Management
Texas
$196K +$8.73K +79 +5%
TFM
1707
TFC Financial Management
Massachusetts
$189K
ME
1708
McIlrath & Eck
Washington
$188K
HCMG
1709
Howard Capital Management Group
California
$187K
AA
1710
Addison Advisors
Vermont
$186K -$221 -2 -0.1%
QC
1711
Quent Capital
New York
$185K -$8.4K -76 -4%
FDCP
1712
Foster Dykema Cabot & Partners
Massachusetts
$184K
SOW
1713
State of Wyoming
Wyoming
$183K +$184K +1,662 New
GBT
1714
Grove Bank & Trust
Florida
$183K -$1.99K -18 -1%
CH
1715
Cromwell Holdings
Wyoming
$182K +$182K +1,648 New
BONH
1716
Bank of New Hampshire
New Hampshire
$179K
AT
1717
Avalon Trust
New Mexico
$176K
ADL
1718
Asset Dedication LLC
California
$175K +$4.87K +44 +3%
CWC
1719
Carolinas Wealth Consulting
North Carolina
$171K +$885 +8 +0.5%
FCA
1720
FinTrust Capital Advisors
South Carolina
$170K +$11.1K +100 +7%
AF
1721
Advisornet Financial
Minnesota
$168K -$13.7K -124 -8%
AA
1722
Alta Advisers
United Kingdom
$165K
CTA
1723
Colonial Trust Advisors
South Carolina
$160K +$60.9K +551 +61%
CT
1724
Colonial Trust
South Carolina
$159K +$110K +997 +223%
CWP
1725
Concord Wealth Partners
Virginia
$158K -$64.9K -587 -29%

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.