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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
OLVIG
1726
Oliver Lagore Vanvalin Investment Group
Michigan
$154K
BIA
1727
Bell Investment Advisors
California
$152K +$1.22K +11 +0.8%
IBOK
1728
Independence Bank of Kentucky
Kentucky
$148K
CP
1729
Castleview Partners
Texas
$145K -$2.65K -24 -2%
AIM
1730
Arcadia Investment Management
Michigan
$143K -$66.3K -600 -32%
CT
1731
Clearstead Trust
Maine
$143K +$663 +6 +0.5%
SIS
1732
Sound Income Strategies
Florida
$140K -$1.99K -18 -1%
DIP
1733
DT Investment Partners
Pennsylvania
$139K
GEA
1734
Glen Eagle Advisors
New Jersey
$139K +$5.31K +48 +4%
CYG
1735
Clean Yield Group
Vermont
$138K +$1.99K +18 +1%
FFC
1736
First Financial Corp
Indiana
$137K -$10.7K -97 -7%
MWM
1737
Mascoma Wealth Management
New Hampshire
$135K
PPC
1738
Park Place Capital
Alabama
$134K +$2.88K +26 +2%
PP
1739
Pingora Partners
Wyoming
$133K
CLOS
1740
Compagnie Lombard Odier SCmA
Switzerland
$133K +$36.8K +333 +38%
KFI
1741
Key Financial Inc
Pennsylvania
$131K
TWD
1742
True Wealth Design
Ohio
$131K +$332 +3 +0.3%
ZB
1743
Zions Bancorporation
Utah
$130K -$7.85K -71 -6%
TCA
1744
Trifecta Capital Advisors
Illinois
$129K +$116K +1,050 +847%
MSFP
1745
Mark Sheptoff Financial Planning
Connecticut
$126K +$16.3K +147 +15%
GI
1746
Gradient Investments
Minnesota
$123K +$104K +942 +538%
PSB
1747
Piscataqua Savings Bank
New Hampshire
$122K -$995 -9 -0.8%
CBT
1748
Central Bank & Trust
Kentucky
$118K -$6.19K -56 -5%
SWM
1749
Sugarloaf Wealth Management
Georgia
$118K +$442 +4 +0.4%
JWM
1750
Janiczek Wealth Management
Colorado
$118K

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.