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Emerson Electric

1,946 hedge funds and large institutions have $48.2B invested in Emerson Electric in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 693 increasing their positions, 755 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $511M | Put options by funds: $405M

17% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 112

0.91% more ownership

Funds ownership: 76.44%77.34% (+0.91%)

0% more capital invested

Capital invested by funds: $48.1B → $48.2B (+$27.6M)

0% less funds holding

Funds holding: 1,9511,946 (-5)

8% less repeat investments, than reductions

Existing positions increased: 693 | Existing positions reduced: 755

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
1,946
Holders Change
-5
Holders Change %
-0.26%
% of All Funds
27.94%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
131
Increased
693
Reduced
755
Closed
112
Calls
$511M
Puts
$405M
Net Calls
+$107M
Net Calls Change
-$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1626
Mission Wealth Management
California
$225K +$16K +149 +8%
EA
1627
Enclave Advisors
Texas
$225K +$221K +2,055 New
PIA
1628
Perennial Investment Advisors
California
$224K +$323 +3 +0.1%
RIM
1629
RW Investment Management
Idaho
$224K
FWA
1630
FSM Wealth Advisors
Ohio
$223K +$220K +2,042 New
UL
1631
Unionview LLC
Washington
$223K
LI
1632
Lafayette Investments
Maryland
$223K
CBTWT
1633
Community Bank & Trust (Waco, Texas)
Texas
$223K
WA
1634
Wealth Alliance
New York
$222K +$11.7K +109 +6%
TWM
1635
Tolleson Wealth Management
Texas
$222K +$219K +2,031 New
CCG
1636
Chatham Capital Group
Georgia
$222K +$10.8K +100 +5%
CPRC
1637
Consolidated Portfolio Review Corp
New York
$221K
PJWM
1638
Philip James Wealth Mangement
Georgia
$221K +$21.9K +204 +11%
BMM
1639
Buffington Mohr McNeal
Idaho
$221K +$218K +2,022 New
HI
1640
Human Investing
Oregon
$221K +$217K +2,020 New
FFA
1641
Fi3 Financial Advisors
Indiana
$221K +$217K +2,018 New
SBIA
1642
Sheaff Brock Investment Advisors
Indiana
$220K +$21.5K +200 +11%
TCM
1643
Traynor Capital Management
Pennsylvania
$220K +$217K +2,014 New
IPWA
1644
International Private Wealth Advisors
California
$219K -$9.9K -92 -4%
SIC
1645
Schwartz Investment Counsel
Michigan
$219K
SFWA
1646
Summit Financial Wealth Advisors
Louisiana
$219K
IP
1647
Intellectus Partners
California
$217K
KAS
1648
KPP Advisory Services
Kentucky
$216K -$3.55K -33 -2%
DWM
1649
Dynasty Wealth Management
Florida
$215K +$212K +1,969 New
MCCA
1650
Mill Creek Capital Advisors
Pennsylvania
$215K -$347K -3,221 -62%

EMR Hedge Fund Activity: Q3 2024 in Review

1,946 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2024, worth a combined $48.2B — up 0.06% from $48.1B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new EMR positions and 112 closed out — a net gain of 19 holders — while 693 added to existing stakes and 755 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $306M. The largest seller was VOYA Investment Management, cutting an estimated $307M.

  • 1,946 institutional investors held Emerson Electric (EMR) as of Q3 2024, down from 1,951 in Q2 2024.
  • Funds reported $48.2B of Emerson Electric stock for Q3 2024, up 0.06% quarter-over-quarter.
  • 131 funds opened new Emerson Electric positions in Q3 2024 and 112 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q3 2024 was JP Morgan Chase, an estimated $306M added.
  • The largest Emerson Electric seller in Q3 2024 was VOYA Investment Management, an estimated $307M sold.

Based on aggregated 13F filings for Q3 2024.