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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
FFA
1201
First Foundation Advisors
California
$709K
MIC
1202
Meridian Investment Counsel
California
$707K
SSC
1203
Syverson Strege & Co
Iowa
$705K +$21K +173 +3%
MYIA
1204
Mount Yale Investment Advisors
Colorado
$702K +$277K +2,283 +67%
WF
1205
WoodTrust Financial
Wisconsin
$702K +$52.9K +436 +8%
ECM
1206
Evergreen Capital Management
Washington
$700K +$82.2K +678 +14%
SAM
1207
SignalPoint Asset Management
Missouri
$700K
MW
1208
Marcum Wealth
Ohio
$699K +$66.7K +550 +11%
FIA
1209
Foundations Investment Advisors
Arizona
$693K +$175K +1,443 +35%
KCM
1210
KRS Capital Management
Michigan
$692K -$17.1K -141 -2%
GM
1211
GeoWealth Management
Illinois
$692K -$41.2K -340 -6%
EM
1212
Excalibur Management
Massachusetts
$686K -$7.16K -59 -1%
SC
1213
Sapient Capital
Indiana
$684K +$4.85K +40 +0.7%
BOPW
1214
Brandywine Oak Private Wealth
Pennsylvania
$680K -$62.6K -516 -9%
OHWA
1215
Oak Hill Wealth Advisors
Virginia
$677K +$663K +5,463 New
WA
1216
WBH Advisory
Maryland
$676K -$18.7K -154 -3%
WWM
1217
Western Wealth Management
Colorado
$675K +$28.4K +234 +4%
CGFA
1218
Colton Groome Financial Advisors
North Carolina
$672K +$34.6K +285 +6%
VWM
1219
Venturi Wealth Management
Texas
$670K +$167K +1,378 +34%
RCWM
1220
Royal Capital Wealth Management
Indiana
$670K -$11.2K -92 -2%
CWM
1221
Connecticut Wealth Management
Connecticut
$670K -$3.15K -26 -0.5%
JIP
1222
Jaffetilchin Investment Partners
Florida
$670K +$123K +1,010 +23%
AIM
1223
Acropolis Investment Management
Missouri
$669K +$121 +1 +0%
PM
1224
Penbrook Management
New York
$669K -$48.5K -400 -7%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$667K +$3.03K +25 +0.5%

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.