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Emerson Electric

1,722 hedge funds and large institutions have $34.6B invested in Emerson Electric in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 680 increasing their positions, 620 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $297M | Put options by funds: $259M

10% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 620

3.79% less ownership

Funds ownership: 73.88%70.09% (-3.8%)

4% less funds holding

Funds holding: 1,7941,722 (-72)

19% less capital invested

Capital invested by funds: $42.7B → $34.6B (-$8.11B)

30% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 156

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
1,722
Holders Change
-72
Holders Change %
-4.01%
% of All Funds
29.01%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
109
Increased
680
Reduced
620
Closed
156
Calls
$297M
Puts
$259M
Net Calls
+$38.6M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
251
Marshall Wace
United Kingdom
$10.7M +$11.9M +134,475 New
ZAM
252
Zevin Asset Management
Massachusetts
$10.4M +$154K +1,744 +1%
WT
253
Whittier Trust
California
$10.3M -$803K -9,112 -7%
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$10.3M +$615K +6,971 +6%
ACIM
255
Azimuth Capital Investment Management
Michigan
$10.3M +$11.4M +129,170 New
MHC
256
Meyer Handelman Company
New York
$10.1M -$155K -1,760 -1%
USCWA
257
U.S. Capital Wealth Advisors
Texas
$10.1M -$5.49M -62,265 -33%
AC
258
Albar Capital
United Kingdom
$10.1M +$419K +4,755 +4%
SOADOR
259
State of Alaska Department of Revenue
Alaska
$10.1M -$1.65M -18,690 -13%
AAM
260
Advisors Asset Management
Colorado
$10.1M -$9.17K -104 -0.1%
CIP
261
Chartwell Investment Partners
Pennsylvania
$10M -$1.05M -11,858 -9%
TC
262
TwinBeech Capital
New York
$9.81M +$10.9M +123,402 New
Janus Henderson Group
263
Janus Henderson Group
United Kingdom
$9.73M -$4.19M -47,572 -28%
MCM
264
Maryland Capital Management
Maryland
$9.72M +$753K +8,540 +8%
Vontobel Holding
265
Vontobel Holding
Switzerland
$9.46M -$1.91M -21,630 -16%
CFG
266
Citizens Financial Group
Rhode Island
$9.39M -$252K -2,853 -2%
DAM
267
Delta Asset Management
Tennessee
$9.37M -$210K -2,381 -2%
NYLIM
268
New York Life Investment Management
New York
$9.37M +$10.4M +117,776 New
RB
269
Rodgers Brothers
Pennsylvania
$9.34M +$8.82K +100 +0.1%
JIC
270
Johnson Investment Counsel
Ohio
$9.16M -$205K -2,326 -2%
IP
271
Isthmus Partners
Wisconsin
$9.15M +$217K +2,466 +2%
DADC
272
D.A. Davidson & Co
Montana
$9.1M -$131K -1,491 -1%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$9.05M +$10M +113,798 New
BTW
274
Boston Trust Walden
Massachusetts
$8.95M +$64.4K +730 +0.7%
IG
275
ING Group
Netherlands
$8.89M +$1.55M +17,537 +19%

EMR Hedge Fund Activity: Q2 2022 in Review

1,722 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2022, worth a combined $34.6B — down 19% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of EMR and 109 opened new positions — a net loss of 47 holders — while 620 trimmed existing stakes and 680 added.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was DZ Bank, cutting an estimated $264M.

  • 1,722 institutional investors held Emerson Electric (EMR) as of Q2 2022, down from 1,794 in Q1 2022.
  • Funds reported $34.6B of Emerson Electric stock for Q2 2022, down 19% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q2 2022 and 156 closed out, a net change of -47 holders.
  • The largest Emerson Electric buyer in Q2 2022 was Morgan Stanley, an estimated $241M added.
  • The largest Emerson Electric seller in Q2 2022 was DZ Bank, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2022.