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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.79B +$33.3M +301,386 +0.6%
BlackRock
2
BlackRock
New York
$3.89B +$15M +135,312 +0.4%
State Street
3
State Street
Massachusetts
$2.68B +$1.17M +10,612 +0%
Bank of America
4
Bank of America
North Carolina
$2.17B -$56.6M -512,014 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.59B +$23.8M +215,553 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.54B +$38.2M +345,050 +3%
Invesco
7
Invesco
Georgia
$1.28B +$89.2M +806,429 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.24B +$15M +135,805 +1%
Wells Fargo
9
Wells Fargo
California
$1.21B +$3.42M +30,898 +0.3%
Norges Bank
10
Norges Bank
Norway
$960M +$43.8M +395,897 +5%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$760M +$1.72M +15,514 +0.2%
Northern Trust
12
Northern Trust
Illinois
$726M -$5.23M -47,260 -0.7%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$643M
Newport Trust Company
14
Newport Trust Company
District of Columbia
$575M +$577M +5,218,845 New
N
15
Nuveen
North Carolina
$571M +$231M +2,091,266 +68%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$537M -$25.9M -234,400 -5%
UBS Group
17
UBS Group
Switzerland
$521M +$102M +921,064 +24%
JP Morgan Chase
18
JP Morgan Chase
New York
$508M +$134M +1,209,288 +36%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$500M +$44.3M +400,326 +10%
Stifel Financial
20
Stifel Financial
Missouri
$491M -$7.12M -64,428 -1%
Legal & General Group
21
Legal & General Group
United Kingdom
$389M +$8.75M +79,112 +2%
UBS AM
22
UBS AM
Illinois
$374M +$72.4M +655,013 +24%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$370M +$80.1M +724,763 +28%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$364M +$16.5M +149,651 +5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$360M +$8.33M +75,295 +2%

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.