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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
OAJ
1801
Ogorek Anthony Joseph
New York
$57K
CAL
1802
Capital Advisors Ltd
Ohio
$56K -$2.54K -23 -4%
TLA
1803
Tanglewood Legacy Advisors
Texas
$55.9K
SJIM
1804
St. Johns Investment Management
Florida
$55.1K
FUBT
1805
First United Bank & Trust
Maryland
$54.9K
MSG
1806
Main Street Group
Virginia
$53.8K -$2.32K -21 -4%
HNB
1807
Hilltop National Bank
Wyoming
$52.9K
CHA
1808
Carmichael Hill & Associates
Maryland
$52K -$77.4K -700 -60%
BGAI
1809
Bruce G. Allen Investments
Colorado
$49.7K -$1.33K -12 -3%
WWM
1810
Wolff Wiese Magana
California
$49.2K
WPA
1811
West Paces Advisors
Georgia
$49K
VWA
1812
Valued Wealth Advisors
Utah
$48.6K
A
1813
AlphaQuest
New York
$48.4K -$27.9K -252 -36%
PA
1814
PSI Advisors
Florida
$47K -$3.54K -32 -7%
HGERS
1815
Householder Group Estate & Retirement Specialist
Arizona
$47K
PP
1816
PrairieView Partners
Minnesota
$46K
RA
1817
Rational Advisors
New York
$45.8K -$2.43K -22 -5%
PCWA
1818
Pacific Capital Wealth Advisors
California
$44.5K -$2.65K -24 -6%
EFP
1819
EnRich Financial Partners
Wisconsin
$44.1K
MCM
1820
MidAtlantic Capital Management
Virginia
$44.1K
PCMC
1821
Planning Capital Management Corporation
Pennsylvania
$43.1K +$111 +1 +0.3%
VWM
1822
Valley Wealth Managers
New Jersey
$43.1K -$995 -9 -2%
NOI
1823
Newton One Investments
Delaware
$42.4K +$221 +2 +0.5%
TIM
1824
Thompson Investment Management
Wisconsin
$42.4K
OA
1825
Operose Advisors
Wisconsin
$40.8K

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.