We are live on ! Find out more
EMR icon

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
SIM
1676
Sentry Investment Management
Wisconsin
$266K -$42.3K -349 -14%
AIM
1677
Advyzon Investment Management
Illinois
$266K +$260K +2,144 New
SFG
1678
SNS Financial Group
Minnesota
$266K +$2.91K +24 +1%
FB
1679
Finward Bancorp
Indiana
$266K +$260K +2,144 New
TPW
1680
TL Private Wealth
Texas
$266K
IA
1681
IMZ Advisory
Florida
$265K +$1.09K +9 +0.4%
CWM
1682
Congress Wealth Management
Massachusetts
$265K +$259K +2,138 New
CPW
1683
Crestmont Private Wealth
Texas
$264K -$59.7K -492 -19%
FAB
1684
First American Bank
Illinois
$264K
BWS
1685
Broadway Wealth Solutions
Texas
$263K +$257K +2,121 New
OIA
1686
Optimum Investment Advisors
Illinois
$260K -$264K -2,175 -51%
HCG
1687
Haven Capital Group
California
$260K +$255K +2,100 New
FNBSF
1688
First National Bank Sioux Falls
South Dakota
$260K
BAAM
1689
Baker Avenue Asset Management
California
$260K +$26.9K +222 +12%
WCF
1690
West Coast Financial
California
$260K -$24.3K -200 -9%
BAM
1691
Belpointe Asset Management
Nevada
$259K -$17.1K -141 -5%
WA
1692
Wealth Alliance
New York
$259K +$7.16K +59 +3%
AWM
1693
Aberdeen Wealth Management
Illinois
$259K
CA
1694
Crumly & Associates
Illinois
$258K -$485 -4 -0.2%
GCM
1695
Gables Capital Management
Florida
$257K
AMBIA
1696
Allen Mooney & Barnes Investment Advisors
Georgia
$256K
SFWA
1697
Summit Financial Wealth Advisors
Louisiana
$256K
MFA
1698
Mayflower Financial Advisors
Massachusetts
$255K -$1.7K -14 -0.7%
WBC
1699
Westpac Banking Corp
Australia
$254K -$10.2K -84 -4%
EA
1700
Enclave Advisors
Texas
$254K -$364 -3 -0.1%

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.