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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
AWM
1901
Abound Wealth Management
Tennessee
$10.5K -$885 -8 -8%
HWM
1902
HighMark Wealth Management
Minnesota
$10.5K +$4.09K +37 +64%
GWMI
1903
Guardian Wealth Management (Illinois)
Illinois
$10.1K
CB
1904
CNB Bank
Pennsylvania
$9.91K
DMIC
1905
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.58K -$995 -9 -9%
RWML
1906
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.48K
ATC
1907
Advantage Trust Company
Kansas
$8.26K
BL
1908
BFSG LLC
California
$8.26K
MWA
1909
Miller Wealth Advisors
Colorado
$8.26K
RTC
1910
Riverview Trust Company
Washington
$8.04K
TFGT
1911
TS Financial Group (TSFG)
Illinois
$8K
SFA
1912
Semmax Financial Advisors
North Carolina
$7.51K
CPA
1913
Clear Point Advisors
New York
$7.27K
GAG
1914
Goodman Advisory Group
Massachusetts
$7.16K +$7.19K +65 New
SGC
1915
Slocum, Gordon & Co
Rhode Island
$7.05K +$1.55K +14 +28%
SWA
1916
SOA Wealth Advisors
New York
$7.01K -$663 -6 -9%
FMP
1917
Financial Management Professionals
Texas
$7K -$3.32K -30 -33%
SFCL
1918
Strengthening Families & Communities LLC
Massachusetts
$7K +$6.75K +61 New
RWMG
1919
Redwood Wealth Management Group
New Jersey
$6.72K +$6.75K +61 New
CSB
1920
City State Bank
Iowa
$6.61K
FGAM
1921
Financial Gravity Asset Management
Texas
$6.5K -$6.52K -59 -50%
SWS
1922
SYSTM Wealth Solutions
Illinois
$6.39K -$64.9K -587 -91%
KFP
1923
Keener Financial Planning
Texas
$6K -$5.64K -51 -47%
CA
1924
Crewe Advisors
Utah
$5.07K -$9.18K -83 -64%
PCM
1925
Penserra Capital Management
California
$5K

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.