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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
BFM
651
Boothbay Fund Management
New York
$3.05M +$2.98M +24,595 New
CFG
652
Citizens Financial Group
Rhode Island
$3.05M -$28.6K -236 -1%
PWM
653
Perigon Wealth Management
California
$3.04M -$58.8K -485 -2%
TC
654
Truvestments Capital
Florida
$3.04M +$118K +970 +4%
NCM
655
Nelson Capital Management
California
$3.03M +$30.6K +252 +1%
NG
656
Novem Group
New York
$3.03M +$2.96M +24,424 New
WA
657
Waverly Advisors
Alabama
$3.02M +$679K +5,601 +30%
SLA
658
Silver Lake Advisory
Utah
$3.01M +$10.9K +90 +0.4%
ZIG
659
Zurich Insurance Group
Switzerland
$3M +$2.94M +24,235 New
SBF
660
Sara-Bay Financial
Florida
$3M +$1.58K +13 +0.1%
ST
661
Spinnaker Trust
Maine
$3M
HTIM
662
Harbour Trust & Investment Management
Indiana
$3M -$68.3K -563 -2%
APWM
663
Argonautica Private Wealth Management
Massachusetts
$2.98M -$3.52K -29 -0.1%
Bessemer Group
664
Bessemer Group
New Jersey
$2.97M +$387K +3,194 +15%
OAC
665
OMERS Administration Corp
Ontario, Canada
$2.95M +$490K +4,041 +20%
JCM
666
Jacobi Capital Management
Pennsylvania
$2.95M -$9.82K -81 -0.3%
DWMS
667
Dominguez Wealth Management Solutions
Virginia
$2.95M -$35.4K -292 -1%
MFG
668
Merit Financial Group
Georgia
$2.94M +$1.07M +8,834 +59%
HKAM
669
Horizon Kinetics Asset Management
New York
$2.93M -$77K -635 -3%
SMC
670
Smith, Moore & Co
Missouri
$2.93M +$51.2K +422 +2%
SIC
671
Shoker Investment Counsel
Ohio
$2.93M +$28.6K +236 +1%
BC
672
Burney Company
Virginia
$2.92M -$1.11M -9,132 -28%
CFSG
673
Community Financial Services Group
Vermont
$2.92M -$399K -3,291 -12%
BAMF
674
BI Asset Management Fondsmaeglerselskab
Denmark
$2.89M +$505K +4,161 +22%
CIA
675
Capital Investment Advisors
Georgia
$2.86M +$17K +140 +0.6%

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.