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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
AP
1876
Aspect Partners
Virginia
$16.9K +$1.88K +17 +13%
KA
1877
Kozak & Associates
Colorado
$16.3K +$111 +1 +0.7%
TC
1878
Trust Company
Kansas
$16.3K +$1.33K +12 +9%
GA
1879
GoalVest Advisory
New York
$16K
AFS
1880
Annapolis Financial Services
Maryland
$15.9K +$15.9K +144 New
Cohen & Steers
1881
Cohen & Steers
New York
$15K
RFS
1882
Richardson Financial Services
Massachusetts
$14.7K -$4.98K -45 -25%
MFT
1883
Moisand Fitzgerald Tamayo
Florida
$14.5K
APC
1884
Aspire Private Capital
North Carolina
$14.4K
GPFA
1885
Game Plan Financial Advisors
Ohio
$13.8K
IHWM
1886
Iron Horse Wealth Management
Iowa
$13.8K
TSWM
1887
Tyler-Stone Wealth Management
Ohio
$13.8K
DWM
1888
Dogwood Wealth Management
Kansas
$13.1K
PGAM
1889
Princeton Global Asset Management
New Jersey
$12.6K
OPTFSNA
1890
Old Point Trust & Financial Services N A
Virginia
$12.1K
LFA
1891
Legend Financial Advisors
Pennsylvania
$12.1K +$221 +2 +2%
MDCM
1892
Morgan Dempsey Capital Management
Wisconsin
$11.6K
TAM
1893
Tucker Asset Management
Colorado
$11.2K
NFSG
1894
Newbridge Financial Services Group
Florida
$11K -$5.53K -50 -33%
EWP
1895
Elevation Wealth Partners
California
$11K
TCPG
1896
Trivant Custom Portfolio Group
California
$11K
WIM
1897
Westside Investment Management
California
$11K
BP
1898
BNP Paribas
France
$11K +$11.1K +100 New
FMTCOCP
1899
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$45.2K -409 -80%
TFA
1900
Toth Financial Advisory
Virginia
$10.9K

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.