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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
IA
1751
IFG Advisors
Missouri
$232K -$51.2K -422 -18%
CCA
1752
Childress Capital Advisors
Texas
$231K -$39.7K -327 -15%
PTC
1753
Petrus Trust Company
Texas
$231K -$326K -2,686 -59%
AWG
1754
Altus Wealth Group
Colorado
$230K +$1.94K +16 +0.9%
WA
1755
WealthTrust Axiom
Pennsylvania
$229K +$225K +1,852 New
FFA
1756
Fi3 Financial Advisors
Indiana
$229K -$20.6K -170 -8%
LS
1757
Leelyn Smith
Illinois
$229K -$9.1K -75 -4%
CWP
1758
CFM Wealth Partners
Texas
$228K -$8.25K -68 -4%
FPF
1759
First Pacific Financial
Washington
$228K +$182K +1,500 +441%
WPP
1760
Whalerock Point Partners
Rhode Island
$228K +$223K +1,838 New
HAC
1761
Harbor Advisory Corp
New Hampshire
$227K
RDIA
1762
RE Dickinson Investment Advisors
Iowa
$227K
EW
1763
Element Wealth
Mississippi
$227K +$243 +2 +0.1%
AP
1764
Adero Partners
California
$226K +$221K +1,823 New
AWM
1765
Angeles Wealth Management
California
$226K +$221K +1,823 New
CSPIA
1766
Cary Street Partners Investment Advisory
Virginia
$226K -$1.03M -8,491 -82%
CAG
1767
Csenge Advisory Group
Florida
$225K +$220K +1,817 New
BWM
1768
Buckley Wealth Management
Nevada
$224K +$219K +1,809 New
SFG
1769
Sovereign Financial Group
Connecticut
$224K -$7.28K -60 -3%
VIPI
1770
Vista Investment Partners II
Indiana
$224K +$219K +1,806 New
AAS
1771
Annex Advisory Services
Wisconsin
$223K +$219K +1,802 New
CCM
1772
Compass Capital Management
Minnesota
$223K +$218K +1,800 New
HJGA
1773
Hardman Johnston Global Advisors
Connecticut
$223K +$218K +1,800 New
FAFN
1774
First Affirmative Financial Network
Colorado
$223K +$218K +1,798 New
MWA
1775
Meridian Wealth Advisors
Texas
$223K +$218K +1,798 New

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.