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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
SIM
1826
Studio Investment Management
Illinois
$206K -$3.64K -30 -2%
FPCP
1827
Fort Point Capital Partners
California
$206K +$201K +1,659 New
AF
1828
Advisornet Financial
Minnesota
$205K -$121 -1 -0.1%
ACI
1829
Alpha Cubed Investments
California
$205K +$201K +1,655 New
HWA
1830
HHM Wealth Advisors
Tennessee
$205K +$2.18K +18 +1%
NG
1831
NWK Group
California
$204K +$200K +1,650 New
MWM
1832
MGB Wealth Management
Texas
$204K +$200K +1,646 New
PWM
1833
Pines Wealth Management
North Carolina
$204K +$210K +1,732 New
SC
1834
Sepio Capital
Utah
$204K +$200K +1,648 New
SWA
1835
Stratos Wealth Advisors
Ohio
$204K +$199K +1,644 New
SPF
1836
South Plains Financial
Texas
$204K +$199K +1,644 New
MWM
1837
Manske Wealth Management
Texas
$203K +$199K +1,641 New
ACM
1838
Academy Capital Management
Texas
$203K +$198K +1,636 New
MWM
1839
Mission Wealth Management
California
$202K -$52.2K -430 -21%
HGWM
1840
Horst & Graben Wealth Management
Oregon
$202K -$57.9K -477 -23%
EGA
1841
Eagle Global Advisors
Texas
$201K +$197K +1,625 New
BONH
1842
Bank of New Hampshire
New Hampshire
$201K
MAWA
1843
Moss Adams Wealth Advisors
Washington
$201K +$197K +1,621 New
PL
1844
Parthenon LLC
Kentucky
$200K +$196K +1,616 New
QC
1845
Quent Capital
New York
$200K +$485 +4 +0.2%
MPM
1846
Meritage Portfolio Management
Kansas
$200K +$196K +1,615 New
KFI
1847
Key Financial Inc
Pennsylvania
$196K +$45.7K +377 +31%
Optiver Holding
1848
Optiver Holding
Netherlands
$193K +$189K +1,558 New
MTC
1849
Matrix Trust Company
Colorado
$193K +$141K +1,160 +291%
HFS
1850
Hantz Financial Services
Michigan
$189K -$3.7M -30,499 -95%

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.