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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
TSS
2001
Two Sigma Securities
New York
-$487K -4,400 Closed
SRSA
2002
S.R. Schill & Associates
Washington
-$482K -4,248 Closed
OTL
2003
Oak Thistle LLC
New York
-$480K -4,234 Closed
AIM
2004
Aigen Investment Management
New York
-$466K -4,111 Closed
BBNA
2005
Bremer Bank National Association
Minnesota
-$458K -4,039 Closed
ONSWM
2006
Old North State Wealth Management
North Carolina
-$457K -4,021 Closed
PI
2007
PGGM Investments
Netherlands
-$442K -3,899 Closed
EAM
2008
Empirical Asset Management
Massachusetts
-$410K -3,612 Closed
MIF
2009
Mediolanum International Funds
Ireland
-$398K -3,510 Closed
BL
2010
Balentine LLC
Georgia
-$382K -3,370 Closed
SAW
2011
Signal Advisors Wealth
Michigan
-$377K -3,322 Closed
OFS
2012
OneAscent Financial Services
Alabama
-$360K -3,171 Closed
CAG
2013
Csenge Advisory Group
Florida
-$355K -3,131 Closed
HIC
2014
Hartline Investment Corp
Illinois
-$332K -2,930 Closed
EP
2015
Edgestream Partners
New Jersey
-$311K -2,746 Closed
ACP
2016
Aveo Capital Partners
Colorado
-$283K -2,660 Closed
BP
2017
BBR Partners
New York
-$297K -2,617 Closed
HFRG
2018
Houlihan Financial Resource Group
Virginia
-$296K -2,610 Closed
CCM
2019
Carmel Capital Management
California
-$289K -2,550 Closed
BMM
2020
Berkshire Money Management
Massachusetts
-$285K -2,510 Closed
HFP
2021
Holistic Financial Partners
Indiana
-$270K -2,383 Closed
LFG
2022
Lockerman Financial Group
California
-$267K -2,350 Closed
RIG
2023
Renaissance Investment Group
Massachusetts
-$267K -2,350 Closed
FWM
2024
Focused Wealth Management
New York
-$265K -2,338 Closed
SIC
2025
Sterling Investment Counsel
New York
-$261K -2,305 Closed

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.