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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
TF
1076
Trek Financial
Arizona
$958K +$272K +2,243 +41%
ZIC
1077
ZWJ Investment Counsel
Georgia
$954K +$4.85K +40 +0.5%
TW
1078
Traveka Wealth
California
$954K +$633K +5,218 +211%
HIC
1079
Holderness Investments Company
North Carolina
$953K -$1.21K -10 -0.1%
GIM
1080
Goelzer Investment Management
Indiana
$949K
AL
1081
ADE LLC
Maryland
$948K +$728 +6 +0.1%
NHT
1082
New Hampshire Trust
New Hampshire
$942K -$58.6K -483 -6%
CNFG
1083
Creegan & Nassoura Financial Group
New Hampshire
$940K -$1.21K -10 -0.1%
SPC
1084
Sigma Planning Corp
Michigan
$934K -$37.8K -312 -4%
HP
1085
Hilltop Partners
Indiana
$932K -$136K -1,121 -13%
KFS
1086
Kurt F. Somerville
$931K
GF
1087
Gries Financial
Ohio
$930K +$34K +280 +4%
WIS
1088
Wright Investors Service
Connecticut
$927K -$1.47M -12,117 -62%
PA
1089
Promethium Advisors
Maryland
$923K +$74K +610 +9%
SFSG
1090
Sound Financial Strategies Group
Mississippi
$922K +$98.2K +810 +12%
GWM
1091
GSB Wealth Management
Connecticut
$922K -$8.49K -70 -0.9%
RMCM
1092
Reynders McVeigh Capital Management
Massachusetts
$921K -$18.2K -150 -2%
PTC
1093
Philadelphia Trust Company
Pennsylvania
$916K
RZH
1094
Relyea Zuckerberg Hanson
Connecticut
$914K +$254K +2,093 +40%
HH
1095
Hilltop Holdings
Texas
$914K +$8.73K +72 +1%
GHA
1096
Granite Harbor Advisors
Texas
$910K -$9.58K -79 -1%
NME
1097
Notis-McConarty Edward
$909K -$67.7K -558 -7%
SDIC
1098
South Dakota Investment Council
South Dakota
$907K
AM
1099
AGF Management
Ontario, Canada
$907K -$4.12K -34 -0.5%
SWM
1100
Stockman Wealth Management
Montana
$907K -$32.1K -265 -3%

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.