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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
JSW
1601
Journey Strategic Wealth
New Jersey
$317K -$13.8K -114 -4%
LFA
1602
Legacy Financial Advisors
Kentucky
$314K +$307K +2,530 New
VC
1603
Vicus Capital
Pennsylvania
$313K +$1.21K +10 +0.4%
AF
1604
Alerus Financial
North Dakota
$313K -$4.37K -36 -1%
MA
1605
MBA Advisors
Pennsylvania
$312K +$4.97K +41 +2%
GMFG
1606
Greater Midwest Financial Group
Minnesota
$312K +$849 +7 +0.3%
FWA
1607
Flagship Wealth Advisors
Massachusetts
$310K +$303K +2,500 New
EPIM
1608
Evelyn Partners Investment Management
$310K +$303K +2,498 New
TW
1609
TrinityPoint Wealth
Connecticut
$309K +$6.06K +50 +2%
TA
1610
TrueWealth Advisors
Alabama
$307K -$376K -3,101 -56%
CL
1611
COWA LLC
Oklahoma
$307K
JWA
1612
JFS Wealth Advisors
Pennsylvania
$306K +$13.2K +109 +5%
AG
1613
AIA Group
Hong Kong
$306K -$24.1K -199 -7%
PA
1614
PFG Advisors
Arizona
$306K -$31.2K -257 -9%
SCM
1615
Stevens Capital Management
Pennsylvania
$306K +$63.8K +526 +27%
BMWM
1616
Brown Miller Wealth Management
Virginia
$305K
Kayne Anderson Rudnick Investment Management
1617
Kayne Anderson Rudnick Investment Management
California
$304K +$3.88K +32 +1%
FHC
1618
First Heartland Consultants
Missouri
$304K -$7.88K -65 -3%
UAML
1619
US Asset Management LLC
Pennsylvania
$304K -$19.4K -160 -6%
CM
1620
Columbus Macro
Pennsylvania
$304K +$298K +2,453 New
MWA
1621
Medallion Wealth Advisors
Connecticut
$303K +$309K +2,551 New
GCP
1622
Garda Capital Partners
Minnesota
$301K +$295K +2,431 New
BWM
1623
Baron Wealth Management
Michigan
$301K +$13.2K +109 +5%
DOA
1624
D'Orazio & Associates
Virginia
$300K +$2.18K +18 +0.7%
WPWM
1625
Windward Private Wealth Management
Kansas
$297K

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.