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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
BCMLT
1776
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.6K +$17.8K +161 +27%
HCM
1777
Hollencrest Capital Management
California
$84.2K
CAM
1778
Clarity Asset Management
Iowa
$83K +$1.88K +17 +2%
AWM
1779
AllSquare Wealth Management
New York
$77.4K
GJWM
1780
Gilliland Jeter Wealth Management
Arkansas
$76.7K -$35.8K -324 -32%
AAG
1781
Armstrong Advisory Group
Massachusetts
$76.5K
FC
1782
Fairscale Capital
New Hampshire
$74.8K +$69.5K +629 New
CCMW
1783
Cypress Capital Management (Wyoming)
Wyoming
$74.4K
MFG
1784
Mendota Financial Group
Wisconsin
$73.8K
OWA
1785
Opal Wealth Advisors
New York
$73.4K +$73.8K +667 New
RAM
1786
Riggs Asset Management
Pennsylvania
$72.4K +$885 +8 +1%
DWS
1787
Dynamic Wealth Strategies
California
$69K
FCAS
1788
First Command Advisory Services
Texas
$68.5K -$4.09K -37 -6%
TFIPS
1789
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.1K
WIA
1790
Wetzel Investment Advisors
Indiana
$64.5K -$14.7K -133 -19%
AIC
1791
Archer Investment Corporation
Indiana
$64.3K -$4.64K -42 -7%
TFF
1792
The Family Firm
Maryland
$63.3K +$63.5K +574 New
GWSG
1793
GPS Wealth Strategies Group
Colorado
$63.1K
CPG
1794
Cornerstone Planning Group
New Jersey
$62.6K -$111 -1 -0.2%
GG
1795
Gleason Group
Kentucky
$61.1K +$332 +3 +0.5%
TWP
1796
Triad Wealth Partners
Kansas
$60.7K +$60.9K +551 New
DCM
1797
Davis Capital Management
Florida
$58.8K
CB
1798
Centennial Bank
Arkansas
$58.3K -$221 -2 -0.4%
CFS
1799
CGC Financial Services
Oregon
$57.8K
LB
1800
Legacy Bridge
Iowa
$57.4K

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.