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Emerson Electric

1,946 hedge funds and large institutions have $48.2B invested in Emerson Electric in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 693 increasing their positions, 755 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $511M | Put options by funds: $405M

17% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 112

0.91% more ownership

Funds ownership: 76.44%77.34% (+0.91%)

0% more capital invested

Capital invested by funds: $48.1B → $48.2B (+$27.6M)

0% less funds holding

Funds holding: 1,9511,946 (-5)

8% less repeat investments, than reductions

Existing positions increased: 693 | Existing positions reduced: 755

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
1,946
Holders Change
-5
Holders Change %
-0.26%
% of All Funds
27.94%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
131
Increased
693
Reduced
755
Closed
112
Calls
$511M
Puts
$405M
Net Calls
+$107M
Net Calls Change
-$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
751
Hartford Financial Management
Connecticut
$1.92M
FWTB
752
First Western Trust Bank
Colorado
$1.92M
SFA
753
Sequoia Financial Advisors
Ohio
$1.91M +$43.4K +403 +2%
Carson Wealth (CWM LLC)
754
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$79.8K +742 +4%
NB
755
NBT Bank
New York
$1.89M -$59.7K -555 -3%
MC
756
Mirabaud & Cie
Switzerland
$1.88M -$8.21M -76,343 -82%
B
757
Bensler
Washington
$1.87M +$55.3K +514 +3%
NS
758
NBC Securities
Alabama
$1.87M +$79.7K +741 +5%
KRSITF
759
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.85M -$161K -1,497 -8%
GC
760
Grimes & Company
Massachusetts
$1.85M -$25.1K -233 -1%
LHC
761
Little House Capital
Massachusetts
$1.85M -$775K -7,199 -30%
SIG
762
Sargent Investment Group
Maryland
$1.85M -$44.4K -413 -2%
GRP
763
Global Retirement Partners
California
$1.84M -$46.2K -429 -2%
ACM
764
Allred Capital Management
Texas
$1.84M -$24.6K -229 -1%
SXL
765
Summit X LLC
Missouri
$1.83M -$38.8K -361 -2%
TF
766
Tompkins Financial
New York
$1.83M -$127K -1,185 -7%
PI
767
PFG Investments
New York
$1.82M +$240K +2,226 +15%
PPWP
768
Premier Path Wealth Partners
New Jersey
$1.8M +$26.7K +248 +2%
MFWP
769
Mosaic Family Wealth Partners
Missouri
$1.8M -$23.3K -217 -1%
CC
770
Courier Capital
New York
$1.8M -$62.8K -584 -3%
TCOT
771
Trust Company of Toledo
Ohio
$1.79M -$2.48K -23 -0.1%
OBGC
772
O'Brien Greene & Co
Pennsylvania
$1.78M -$273K -2,540 -14%
CWM
773
Compass Wealth Management
Connecticut
$1.77M -$244K -2,270 -12%
PWCM
774
Processus Wealth & Capital Management
Tennessee
$1.76M +$144K +1,337 +9%
MWM
775
Mattern Wealth Management
Kansas
$1.73M -$1.06M -9,867 -38%

EMR Hedge Fund Activity: Q3 2024 in Review

1,946 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2024, worth a combined $48.2B — up 0.06% from $48.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new EMR positions and 112 closed out — a net gain of 19 holders — while 693 added to existing stakes and 755 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $306M. The largest seller was VOYA Investment Management, cutting an estimated $307M.

  • 1,946 institutional investors held Emerson Electric (EMR) as of Q3 2024, down from 1,951 in Q2 2024.
  • Funds reported $48.2B of Emerson Electric stock for Q3 2024, up 0.06% quarter-over-quarter.
  • 131 funds opened new Emerson Electric positions in Q3 2024 and 112 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q3 2024 was JP Morgan Chase, an estimated $306M added.
  • The largest Emerson Electric seller in Q3 2024 was VOYA Investment Management, an estimated $307M sold.

Based on aggregated 13F filings for Q3 2024.