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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
WWM
1801
Wolff Wiese Magana
California
$49.4K +$538 +5 +1%
BGAI
1802
Bruce G. Allen Investments
Colorado
$49.3K
VWA
1803
Valued Wealth Advisors
Utah
$49.1K +$861 +8 +2%
MSG
1804
Main Street Group
Virginia
$47.9K -$6.46K -60 -12%
PA
1805
PSI Advisors
Florida
$46.7K
PP
1806
PrairieView Partners
Minnesota
$46K
PCWA
1807
Pacific Capital Wealth Advisors
California
$44.2K
MTC
1808
Matrix Trust Company
Colorado
$44K +$42.8K +398 New
EFP
1809
EnRich Financial Partners
Wisconsin
$43.7K
MCM
1810
MidAtlantic Capital Management
Virginia
$43.7K
CCA
1811
Catalyst Capital Advisors
New York
$43.3K +$42.6K +396 New
VWM
1812
Valley Wealth Managers
New Jersey
$42.8K
TIM
1813
Thompson Investment Management
Wisconsin
$42.1K
OA
1814
Operose Advisors
Wisconsin
$40.5K
FRA
1815
Front Row Advisors
California
$40K -$47.3K -440 -55%
PCMC
1816
Planning Capital Management Corporation
Pennsylvania
$40K -$2.8K -26 -7%
RA
1817
Rational Advisors
New York
$39.4K -$6.03K -56 -13%
CH
1818
Canton Hathaway
Rhode Island
$39K
BFS
1819
Burkett Financial Services
South Carolina
$38.7K +$2.15K +20 +6%
SL
1820
Salomon & Ludwin
Virginia
$38.4K +$6.56K +61 +21%
Lazard Asset Management
1821
Lazard Asset Management
New York
$38K -$510K -4,738 -93%
FPF
1822
First Pacific Financial
Washington
$37.2K +$36.6K +340 New
HWM
1823
Hemington Wealth Management
Virginia
$37K +$37.2K +346 New
GFL
1824
Granite FO LLC
New Hampshire
$36.9K +$36.3K +337 New
DF
1825
Dunhill Financial
United Kingdom
$36.8K +$6.46K +60 +22%

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.