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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
SDAM
1551
Shulman DeMeo Asset Management
New York
$344K -$62.6K -516 -16%
HP
1552
Holistic Planning
Texas
$343K -$26K -214 -7%
MW
1553
Maia Wealth
Colorado
$343K -$2.43K -20 -0.7%
NG
1554
Norden Group
Utah
$343K +$102K +841 +44%
HFS
1555
Hopwood Financial Services
Virginia
$343K +$335K +2,765 New
GL
1556
Graypoint LLC
New York
$342K +$27K +223 +9%
PWPS
1557
Pinnacle Wealth Planning Services
Ohio
$342K -$378K -3,120 -53%
WG
1558
Wealth Group
North Carolina
$339K +$71.7K +591 +28%
AWM
1559
Accurate Wealth Management
Florida
$339K -$91.9K -758 -21%
LI
1560
LVZ Inc
Michigan
$338K
HPIA
1561
Hamilton Point Investment Advisors
North Carolina
$338K +$63.6K +524 +24%
MEAC
1562
M.E. Allison & Co
Texas
$337K +$330K +2,720 New
CFP
1563
Catalyst Financial Partners
Massachusetts
$337K +$15.8K +130 +5%
DMBA
1564
Deseret Mutual Benefit Administrators
Utah
$337K +$6.31K +52 +2%
EWM
1565
Evermay Wealth Management
Virginia
$336K -$24.3K -200 -7%
CCWM
1566
Cassaday & Co Wealth Management
Virginia
$336K +$95.7K +789 +41%
BW
1567
BXM Wealth
Colorado
$335K +$327K +2,700 New
OCM
1568
One Capital Management
California
$333K -$9.7K -80 -3%
PWM
1569
Paulson Wealth Management
Illinois
$332K +$970 +8 +0.3%
TWM
1570
Tradition Wealth Management
Minnesota
$332K -$96.4K -795 -23%
RGC
1571
Roberts, Glore & Co
Illinois
$331K
AW
1572
Atlas Wealth
Ohio
$330K
BAM
1573
Beaumont Asset Management
Texas
$328K
CFGA
1574
Cambridge Financial Group (Arizona)
Arizona
$328K
KFGK
1575
Keystone Financial Group (Kentucky)
Kentucky
$328K

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.