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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
API
1926
Asset Planning Inc
California
$81.9K +$80.2K +661 New
RAM
1927
Riggs Asset Management
Pennsylvania
$81.3K +$606 +5 +0.8%
AIC
1928
Archer Investment Corporation
Indiana
$81.1K
OWP
1929
ORG Wealth Partners
Texas
$80.2K -$413K -3,404 -84%
PWMG
1930
Prestige Wealth Management Group
New Jersey
$79.3K
FC
1931
Fairscale Capital
New Hampshire
$78K
TFIPS
1932
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.4K
CPG
1933
Cornerstone Planning Group
New Jersey
$73.3K -$1.21K -10 -2%
KIM
1934
Kestra Investment Management
Texas
$69.6K +$68.2K +562 New
GG
1935
Gleason Group
Kentucky
$69.4K +$243 +2 +0.4%
GWSG
1936
GPS Wealth Strategies Group
Colorado
$67.9K -$3.03K -25 -4%
DCM
1937
Davis Capital Management
Florida
$67.4K
CB
1938
Centennial Bank
Arkansas
$65.6K
CFS
1939
CGC Financial Services
Oregon
$65.1K
LB
1940
Legacy Bridge
Iowa
$64.6K
OAJ
1941
Ogorek Anthony Joseph
New York
$64K
WI
1942
Wintrust Investments
Illinois
$63K -$50.6K -417 -45%
TLA
1943
Tanglewood Legacy Advisors
Texas
$62.9K
AIM
1944
Arcadia Investment Management
Michigan
$62K -$60.6K -500 -50%
SJIM
1945
St. Johns Investment Management
Florida
$62K
SAM
1946
Synergy Asset Management
Washington
$61.8K +$68.5K +565 New
CAL
1947
Capital Advisors Ltd
Ohio
$61K
HNB
1948
Hilltop National Bank
Wyoming
$59.5K
PWA
1949
Physician Wealth Advisors
Utah
$58.4K +$57.1K +471 New
FUBT
1950
First United Bank & Trust
Maryland
$57.9K -$3.76K -31 -6%

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.