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Emerson Electric

2,121 hedge funds and large institutions have $55.5B invested in Emerson Electric in 2024 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 678 increasing their positions, 790 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more first-time investments, than exits

New positions opened: 316 | Existing positions closed: 105

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

17% more call options, than puts

Call options by funds: $623M | Put options by funds: $530M

15% more capital invested

Capital invested by funds: $48.2B → $55.5B (+$7.28B)

9% more funds holding

Funds holding: 1,9462,121 (+175)

1.21% more ownership

Funds ownership: 77.34%78.55% (+1.2%)

14% less repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 790

Holders
2,121
Holders Change
+175
Holders Change %
+8.99%
% of All Funds
27.93%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.33%
New
316
Increased
678
Reduced
790
Closed
105
Calls
$623M
Puts
$530M
Net Calls
+$92.7M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
526
Benedict Financial Advisors
Georgia
$4.63M -$52.2K -430 -1%
TPWA
527
TRUE Private Wealth Advisors
Oregon
$4.61M -$58.9K -486 -1%
MCM
528
Mengis Capital Management
Oregon
$4.61M +$49.1K +405 +1%
WCM
529
Windward Capital Management
California
$4.6M -$66K -544 -1%
TE
530
Tema ETFs
New York
$4.58M +$4.48M +36,960 New
HPC
531
HM Payson & Co
Maine
$4.57M -$83.9K -692 -2%
O
532
Ossiam
France
$4.54M +$4.28M +35,284 +2,600%
EWM
533
Evercore Wealth Management
New York
$4.52M
FIM
534
FWL Investment Management
Texas
$4.5M -$34.6K -285 -0.8%
WCM
535
WealthBridge Capital Management
Ohio
$4.48M +$606 +5 +0%
BRWA
536
B. Riley Wealth Advisors
Florida
$4.48M -$62.3K -514 -1%
MA
537
Montag & Associates
Georgia
$4.47M -$95.7K -789 -2%
PAI
538
Pittenger & Anderson Inc
Nebraska
$4.47M +$11.5K +95 +0.3%
SCA
539
Snowden Capital Advisors
New York
$4.45M +$104K +855 +2%
LNB
540
Ledyard National Bank
$4.44M -$1.55M -12,739 -26%
GT
541
Greenleaf Trust
Michigan
$4.44M +$24.9K +205 +0.6%
OAM
542
Occidental Asset Management
California
$4.4M +$280K +2,310 +7%
NPA
543
Nichols & Pratt Advisers
Massachusetts
$4.4M -$97K -800 -2%
PWS
544
Peloton Wealth Strategists
Indiana
$4.39M +$15.8K +130 +0.4%
LW
545
Linscomb Wealth
Texas
$4.38M +$41.1K +339 +1%
HIMCH
546
Hartford Investment Management Co (HIMCO)
Connecticut
$4.37M -$99.2K -818 -2%
Fayez Sarofim & Co
547
Fayez Sarofim & Co
Texas
$4.36M +$888K +7,320 +26%
PAM
548
Palisade Asset Management
Minnesota
$4.36M -$10.6K -87 -0.2%
NIG
549
NFJ Investment Group
Texas
$4.35M +$2.53M +20,845 +146%
KWM
550
Keebeck Wealth Management
Illinois
$4.35M -$23.3K -192 -0.5%

EMR Hedge Fund Activity: Q4 2024 in Review

2,121 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2024, worth a combined $55.5B — up 15% from $48.2B a quarter earlier.

Buyers outnumbered sellers: 316 funds opened new EMR positions and 105 closed out — a net gain of 211 holders — while 678 added to existing stakes and 790 trimmed.

The largest buyer was DZ Bank, adding an estimated $357M. The largest seller was Pathway Financial Advisers, cutting an estimated $249M.

  • 2,121 institutional investors held Emerson Electric (EMR) as of Q4 2024, up from 1,946 in Q3 2024.
  • Funds reported $55.5B of Emerson Electric stock for Q4 2024, up 15% quarter-over-quarter.
  • 316 funds opened new Emerson Electric positions in Q4 2024 and 105 closed out, a net change of +211 holders.
  • The largest Emerson Electric buyer in Q4 2024 was DZ Bank, an estimated $357M added.
  • The largest Emerson Electric seller in Q4 2024 was Pathway Financial Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2024.