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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
WSC
1151
Wellington Shields & Co
New York
$788K +$20.3K +167 +3%
AWA
1152
Aaron Wealth Advisors
Illinois
$787K +$132K +1,089 +21%
BC
1153
Barrett & Company
Rhode Island
$783K +$1.21K +10 +0.2%
IA
1154
IFC Advisors
California
$778K +$761K +6,274 New
CIAS
1155
Capital Investment Advisory Services
North Carolina
$776K +$2.18K +18 +0.3%
AC
1156
Avestar Capital
New York
$775K +$39.4K +325 +5%
HCM
1157
Highview Capital Management
Illinois
$775K +$758K +6,250 New
SWP
1158
Sagespring Wealth Partners
Tennessee
$770K +$754K +6,215 New
SW
1159
SVB Wealth
Massachusetts
$766K +$750K +6,180 New
BFS
1160
Bard Financial Services
Connecticut
$760K
WT
1161
Washington Trust
Rhode Island
$759K -$124K -1,025 -14%
HCA
1162
Harbour Capital Advisors
Virginia
$757K
SWM
1163
Segment Wealth Management
Texas
$755K +$6.19K +51 +0.8%
GSB
1164
Greenfield Savings Bank
Massachusetts
$755K -$33K -272 -4%
HP
1165
Haven Private
Florida
$754K +$738K +6,082 New
IA
1166
Inspire Advisors
Idaho
$752K +$736K +6,066 New
CCMG
1167
Clark Capital Management Group
Pennsylvania
$749K +$52.6K +434 +8%
BIAS
1168
Beacon Investment Advisory Services
New Jersey
$746K
SG
1169
Sienna Gestion
France
$745K
SIC
1170
SFE Investment Counsel
California
$744K +$27.9K +230 +4%
CMANY
1171
Capital Management Associates (New York)
New York
$744K
WCM
1172
Windsor Capital Management
Arizona
$740K -$2.06K -17 -0.3%
LCM
1173
Liberty Capital Management
Michigan
$740K
HWA
1174
Heritage Wealth Advisors
Virginia
$738K -$2.43K -20 -0.3%
LSA
1175
Leonteq Securities AG
Switzerland
$737K -$294K -2,425 -29%

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.