We are live on ! Find out more
EMR icon

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
QWM
1051
Quadcap Wealth Management
Texas
$1.02M -$36.9K -304 -4%
WPW
1052
Waldron Private Wealth
Pennsylvania
$1.02M +$14.8K +122 +2%
IFG
1053
Independent Financial Group
California
$1.02M +$223K +1,838 +29%
PWM
1054
Partnership Wealth Management
Maryland
$1.02M
MCM
1055
Manchester Capital Management
Vermont
$1.01M -$16.4K -135 -2%
ANTB
1056
AMG National Trust Bank
Colorado
$1.01M +$22.4K +185 +2%
NW
1057
NewEdge Wealth
Pennsylvania
$1.01M +$306K +2,525 +45%
OWP
1058
Obermeyer Wealth Partners
Colorado
$1.01M +$273K +2,253 +38%
JE
1059
JMAC Enterprises
Pennsylvania
$1M -$24.3K -200 -2%
PP
1060
Prudential plc
United Kingdom
$995K -$493K -4,067 -34%
CCM
1061
Coerente Capital Management
Ontario, Canada
$991K
DWM
1062
Dakota Wealth Management
Florida
$988K +$102K +838 +12%
ILI
1063
Invesco LLC (Illinois)
Illinois
$988K +$54.8K +452 +6%
TCM
1064
Telos Capital Management
California
$986K -$135K -1,111 -12%
V
1065
ViaWealth
Kansas
$978K -$175K -1,443 -15%
PS
1066
Principal Securities
Iowa
$978K +$45.8K +378 +5%
TBNY
1067
Trustco Bank (New York)
New York
$978K -$58K -478 -6%
CWS
1068
Confluence Wealth Services
Pennsylvania
$976K -$38.6K -318 -4%
PVI
1069
Pine Valley Investments
New Jersey
$973K -$28.9K -238 -3%
RMP
1070
Richards, Merrill & Peterson
Washington
$968K +$947K +7,810 New
GIP
1071
Granite Investment Partners
California
$967K +$29.7K +245 +3%
WTA
1072
Washington Trust Advisors
Massachusetts
$966K
Empower Advisory Group
1073
Empower Advisory Group
Colorado
$965K +$129K +1,065 +16%
SFG
1074
SevenBridge Financial Group
Pennsylvania
$965K
First Manhattan
1075
First Manhattan
New York
$959K +$118K +976 +14%

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.