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Emerson Electric

1,950 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: 1,9571,950 (-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
1,950
Holders Change
-7
Holders Change %
-0.36%
% of All Funds
28.16%
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
FW
1926
Fairway Wealth
Ohio
$4.96K +$4.98K +45 New
PPWM
1927
PFG Private Wealth Management
Florida
$4.63K
SWC
1928
Spectrum Wealth Counsel
Indiana
$4.41K
PD
1929
Point72 (DIFC)
United Arab Emirates
$3.99K +$3.98K +36 New
B
1930
Birchbrook
Maine
$3.86K
W
1931
WealthCollab
Washington
$3.53K
FGA
1932
Fortis Group Advisors
New Jersey
$3.52K
RWM
1933
Ruedi Wealth Management
Illinois
$3.52K
KWAG
1934
Kiely Wealth Advisory Group
North Carolina
$3.45K +$1.44K +13 +65%
BFA
1935
BBJS Financial Advisors
Washington
$3.08K +$3.1K +28 New
PCA
1936
Providence Capital Advisors
North Carolina
$3.08K +$3.1K +28 New
ECM
1937
Everence Capital Management
Indiana
$3.06K
NMG
1938
New Millennium Group
Utah
$3K +$2.98K +27 New
ACA
1939
American Capital Advisory
Idaho
$2.92K
UWS
1940
Unique Wealth Strategies
Illinois
$2.84K +$2.76K +25 New
CPG
1941
Custom Portfolio Group
Colorado
$2.75K
GIM
1942
Gold Investment Management
Alberta, Canada
$2.75K
SHIM
1943
Stone House Investment Management
Pennsylvania
$2.53K -$9.51K -86 -79%
AFWM
1944
Abich Financial Wealth Management
Virginia
$2.17K +$2.21K +20 New
LIM
1945
Longfellow Investment Management
Massachusetts
$2.15K -$463K -4,190 -100%
PIS
1946
POM Investment Strategies
North Carolina
$991
CAM
1947
ClariVest Asset Management
California
$975
LIA
1948
Lynx Investment Advisory
District of Columbia
$551 +$553 +5 New
FHC
1949
First Heartland Consultants
Missouri
$278 +$111 +1 +0%
MSWM
1950
Mowery & Schoenfeld Wealth Management
Illinois
$221

EMR Hedge Fund Activity: Q2 2024 in Review

1,950 of the 6,924 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.

  • 1,950 institutional investors held Emerson Electric (EMR) as of Q2 2024, down from 1,957 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.