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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
SR
1401
Syntax Research
Florida
$473K +$30.8K +254 +7%
CC
1402
Cornerstone Capital
California
$473K
GS
1403
GWN Securities
Florida
$470K +$437K +3,599 New
DWM
1404
Dechtman Wealth Management
Colorado
$469K +$728 +6 +0.2%
SMWM
1405
Silvia McColl Wealth Management
California
$468K
CP
1406
Canopy Partners
Ohio
$464K +$1.21K +10 +0.3%
PCA
1407
Peddock Capital Advisors
Massachusetts
$462K
Federated Hermes
1408
Federated Hermes
Pennsylvania
$461K -$1.14M -9,375 -72%
AWM
1409
Accel Wealth Management
Iowa
$460K -$29.1K -240 -6%
HCM
1410
Howard Capital Management
Georgia
$459K +$22.9K +189 +5%
JCM
1411
Jag Capital Management
Missouri
$458K -$1.21K -10 -0.3%
CNB
1412
Camden National Bank
Maine
$458K +$166K +1,370 +59%
PJSIMP
1413
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458K
OC
1414
Opinicus Capital
Florida
$457K -$8.37K -69 -2%
DIA
1415
Dean Investment Associates
Ohio
$457K -$36K -297 -7%
WMWM
1416
Wilkins Miller Wealth Management
Alabama
$456K +$447K +3,682 New
HWAM
1417
Hennion & Walsh Asset Management
New Jersey
$456K -$163K -1,348 -27%
KP
1418
Keel Point
Alabama
$456K -$67.6K -557 -13%
PCS
1419
Personal CFO Solutions
New Jersey
$456K -$316K -2,602 -41%
LA
1420
Lifeworks Advisors
Michigan
$453K -$67.7K -558 -13%
RIA
1421
Realta Investment Advisors
Delaware
$452K +$444K +3,660 New
SL
1422
Sentinus LLC
Illinois
$449K -$37.4K -308 -8%
TIM
1423
Tortoise Investment Management
New York
$448K -$39.7K -327 -8%
LWM
1424
Laidlaw Wealth Management
New York
$448K +$438K +3,613 New
GWMR
1425
GC Wealth Management RIA
Massachusetts
$448K +$8.97K +74 +2%

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.