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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
HFAS
1301
Hummer Financial Advisory Services
Illinois
$582K -$24.3K -200 -4%
AC
1302
Apella Capital
Connecticut
$582K -$7.4K -61 -1%
AL
1303
ACAS LLC
California
$580K -$3.4K -28 -0.6%
FFP
1304
FourThought Financial Partners
Florida
$580K +$567K +4,676 New
IFWM
1305
Institute for Wealth Management
Colorado
$577K -$19.4K -160 -3%
RWM
1306
RKL Wealth Management
Pennsylvania
$576K +$564K +4,651 New
KIC
1307
Keating Investment Counselors
Florida
$576K -$6.06K -50 -1%
MPCG
1308
Matrix Private Capital Group
New York
$576K
CAIM
1309
Catherine Avery Investment Management
Florida
$576K +$564K +4,646 New
SS
1310
Sunbelt Securities
Texas
$576K -$849 -7 -0.2%
MG
1311
Mather Group
Illinois
$575K -$30.6K -252 -5%
JF
1312
Joule Financial
Kentucky
$572K +$1.46K +12 +0.3%
LMKC
1313
L.M. Kohn & Company
Ohio
$572K
NFC
1314
Northeast Financial Consultants
Connecticut
$572K
BWG
1315
Beta Wealth Group
California
$571K -$72.9K -601 -12%
TCM
1316
Twin Capital Management
Pennsylvania
$571K -$12.1K -100 -2%
LWA
1317
Ledgewood Wealth Advisors
New Hampshire
$566K -$60.6K -500 -10%
SPC
1318
Spirepoint Private Client
Florida
$564K +$51.5K +425 +10%
MMPW
1319
Mitchell McLeod Pugh & Williams
Alabama
$562K -$97K -800 -15%
DDC
1320
DF Dent & Co
Maryland
$562K -$970 -8 -0.2%
DWM
1321
Dogwood Wealth Management
Kansas
$560K +$534K +4,402 +3,668%
WC
1322
Wynn Capital
Georgia
$559K
JFGIW
1323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$558K -$315K -2,595 -38%
AAP
1324
Arax Advisory Partners
Colorado
$557K +$115K +949 +27%
ICM
1325
Islay Capital Management
Texas
$555K +$15.2K +125 +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.