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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
1NWS
1801
1 North Wealth Services
Maryland
$212K +$208K +1,712 New
TFM
1802
TFC Financial Management
Massachusetts
$212K
CF
1803
Claris Financial
Virginia
$212K +$207K +1,709 New
SP
1804
Stablepoint Partners
Massachusetts
$212K +$207K +1,707 New
QPW
1805
Quantum Private Wealth
Florida
$211K +$207K +1,705 New
RWA
1806
River Wealth Advisors
Pennsylvania
$211K -$22.2K -183 -10%
CTI
1807
Community Trust & Investment
Kentucky
$211K -$22.8K -188 -10%
SEP
1808
Southland Equity Partners
Missouri
$211K +$206K +1,702 New
PSF
1809
Pacific Sun Financial
California
$211K +$206K +1,700 New
CA
1810
Carson Advisory
Georgia
$210K +$206K +1,698 New
LCM
1811
LVM Capital Management
Michigan
$209K +$205K +1,689 New
AA
1812
Addison Advisors
Vermont
$209K +$485 +4 +0.2%
UFF
1813
USA Financial Formulas
Michigan
$208K -$60.8K -501 -23%
ICP
1814
Impact Capital Partners
Colorado
$208K +$204K +1,682 New
ZI
1815
ZEGA Investments
Florida
$208K +$193K +1,593 New
EFG
1816
Ethos Financial Group
Pennsylvania
$208K +$203K +1,677 New
AWM
1817
Accredited Wealth Management
Kentucky
$208K +$203K +1,677 New
NG
1818
Northstar Group
New York
$207K +$203K +1,672 New
CH
1819
Cromwell Holdings
Wyoming
$207K
DPI
1820
Diversified Portfolios Inc
Michigan
$207K +$202K +1,669 New
TCB
1821
Texas Capital Bancshares
Texas
$207K +$202K +1,668 New
VHAM
1822
Van Hulzen Asset Management
California
$207K +$202K +1,667 New
FDCP
1823
Foster Dykema Cabot & Partners
Massachusetts
$206K
CWM
1824
Chesapeake Wealth Management
Virginia
$206K +$202K +1,665 New
KCP
1825
Kera Capital Partners
California
$206K +$202K +1,662 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.