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
SWP
1901
SIMA Wealth Partners
Virginia
$111K
CWM
1902
Crowley Wealth Management
Delaware
$110K +$107K +884 New
CTA
1903
Colonial Trust Advisors
South Carolina
$109K -$70.1K -578 -40%
DPW
1904
DiNuzzo Private Wealth
Pennsylvania
$108K -$5.94K -49 -5%
CIAM
1905
Caitong International Asset Management
Hong Kong
$107K +$105K +865 New
ME
1906
McIlrath & Eck
Washington
$106K -$103K -850 -50%
MSFP
1907
Mark Sheptoff Financial Planning
Connecticut
$103K
WA
1908
Whipplewood Advisors
Colorado
$102K +$99.8K +823 New
BTC
1909
Bank & Trust Company
Illinois
$99.8K
BCMLT
1910
Beacon Capital Management LLC (Tennessee)
Tennessee
$99.4K -$32K -264 -25%
KLWA
1911
Kelly Lawrence W & Associates
California
$99.1K -$48.5K -400 -33%
BC
1912
Broadwater Capital
Massachusetts
$99.1K
HCM
1913
Hollencrest Capital Management
California
$94.7K
CA
1914
Centerpoint Advisors
Massachusetts
$94K -$30.3K -250 -25%
CAM
1915
Clarity Asset Management
Iowa
$93.8K +$364 +3 +0.4%
GSWM
1916
Golden State Wealth Management
California
$93.1K +$91.1K +751 New
CCA
1917
Catalyst Capital Advisors
New York
$90K +$40K +330 +83%
MWM
1918
Mascoma Wealth Management
New Hampshire
$89.8K -$61.1K -504 -41%
AWM
1919
AllSquare Wealth Management
New York
$87.1K
KBFS
1920
Kohmann Bosshard Financial Services
Ohio
$86.6K +$84.8K +699 New
AAG
1921
Armstrong Advisory Group
Massachusetts
$86.1K
CCMW
1922
Cypress Capital Management (Wyoming)
Wyoming
$83.7K
RCM
1923
Raleigh Capital Management
North Carolina
$83.5K -$232K -1,913 -74%
KFGG
1924
Keystone Financial Group (Georgia)
Georgia
$82.5K +$80.7K +665 New
DRP
1925
Decker Retirement Planning
Utah
$82.2K +$80.4K +663 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.