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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
SIM
1676
Stratos Investment Management
Ohio
$207K -$17.9K -166 -8%
RWA
1677
River Wealth Advisors
Pennsylvania
$207K +$215 +2 +0.1%
SPWG
1678
Syntegra Private Wealth Group
Missouri
$206K -$87.3K -811 -30%
BFA
1679
Bragg Financial Advisors
North Carolina
$206K +$203K +1,886 New
HCMG
1680
Howard Capital Management Group
California
$205K +$19.4K +180 +11%
BAAM
1681
Baker Avenue Asset Management
California
$205K +$202K +1,877 New
QWP
1682
Quotient Wealth Partners
Texas
$205K +$323 +3 +0.2%
SFG
1683
Sovereign Financial Group
Connecticut
$204K +$201K +1,867 New
IB
1684
Intrust Bank
Kansas
$203K -$14.6K -136 -7%
FPCG
1685
Fort Pitt Capital Group
Pennsylvania
$203K -$2.9K -27 -1%
HAS
1686
HBW Advisory Services
California
$203K -$7.32K -68 -4%
CWM
1687
Centric Wealth Management
Illinois
$203K -$19.4K -180 -10%
OFS
1688
Orrstown Financial Services
Pennsylvania
$202K +$199K +1,847 New
SFP
1689
Sandbox Financial Partners
Maryland
$202K +$968 +9 +0.5%
AWG
1690
Altus Wealth Group
Colorado
$201K +$1.94K +18 +1%
MHR
1691
Matthew Hamilton Rosenberg
$201K
PP
1692
Pegasus Partners
Wisconsin
$200K
HAC
1693
Harbor Advisory Corp
New Hampshire
$200K
EW
1694
Element Wealth
Mississippi
$200K -$861 -8 -0.4%
SOW
1695
State of Wyoming
Wyoming
$198K +$16.1K +150 +9%
HT
1696
Headlands Technologies
Illinois
$194K +$191K +1,775 New
HC
1697
Hoese & Co
Minnesota
$191K
BHWM
1698
Beaird Harris Wealth Management
Texas
$190K -$4.63K -43 -2%
TFM
1699
TFC Financial Management
Massachusetts
$187K -$323 -3 -0.2%
ME
1700
McIlrath & Eck
Washington
$186K

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.