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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
ET
876
Equitable Trust
Tennessee
$1.58M -$90.7K -748 -6%
SAM
877
Summit Asset Management
Tennessee
$1.58M +$36.4K +300 +2%
BWP
878
Baldwin Wealth Partners
Massachusetts
$1.58M -$6.55K -54 -0.4%
FMWA
879
Forvis Mazars Wealth Advisors
Missouri
$1.57M -$6.79K -56 -0.4%
A
880
Argentarii
Ohio
$1.57M +$1.54M +12,663 New
BWM
881
BKM Wealth Management
Wisconsin
$1.57M +$226K +1,864 +17%
GRP
882
Global Retirement Partners
California
$1.57M -$512K -4,224 -25%
RMDI
883
R.M. Davis Inc
Maine
$1.57M
NICM
884
Neo Ivy Capital Management
New York
$1.56M +$1.24M +10,216 +436%
MYLI
885
Meiji Yasuda Life Insurance
Japan
$1.55M +$896K +7,390 +144%
SIAP
886
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.54M +$30.7K +253 +2%
USAA
887
United Services Automobile Association
Texas
$1.54M
I
888
InvesTrust
Oklahoma
$1.54M +$1.5M +12,365 New
MBTD
889
Mechanics Bank - Trust Department
California
$1.53M -$117K -965 -7%
OTPPB
890
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.51M +$1.48M +12,216 New
BOH
891
Bank of Hawaii
Hawaii
$1.51M +$21.6K +178 +1%
CSI
892
Clark & Stuart Inc
Maine
$1.5M +$1.47M +12,128 New
PI
893
Pettee Investors
Connecticut
$1.5M +$33.4K +275 +2%
PHIC
894
Pine Haven Investment Counsel
Massachusetts
$1.5M -$5.46K -45 -0.4%
HDIM
895
Hanson & Doremus Investment Management
Vermont
$1.49M -$36.8K -303 -2%
RBC
896
Romano Brothers & Co
Illinois
$1.49M
JMFC
897
J.M. Forbes & Co
Massachusetts
$1.49M
BSB
898
Bangor Savings Bank
Maine
$1.48M -$243 -2 -0%
WW
899
Waterfront Wealth
Kansas
$1.47M +$45.2K +373 +3%
NDSI
900
Newman Dignan & Sheerar Inc
Rhode Island
$1.47M +$13.8K +114 +1%

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.