We are live on ! Find out more
EMR icon

Emerson Electric

1,794 hedge funds and large institutions have $41.6B invested in Emerson Electric in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 600 increasing their positions, 658 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 101

140% more funds holding in top 10

Funds holding in top 10: 1024 (+14)

31% more capital invested

Capital invested by funds: $31.8B → $41.6B (+$9.74B)

31% more call options, than puts

Call options by funds: $460M | Put options by funds: $352M

7% more funds holding

Funds holding: 1,6791,794 (+115)

0.98% less ownership

Funds ownership: 73.55%72.57% (-0.98%)

9% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 658

Holders
1,794
Holders Change
+115
Holders Change %
+6.85%
% of All Funds
28.84%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.39%
New
243
Increased
600
Reduced
658
Closed
101
Calls
$460M
Puts
$352M
Net Calls
+$108M
Net Calls Change
+$81.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
276
Chartwell Investment Partners
Pennsylvania
$10.3M -$170K -1,890 -2%
GLA
277
Great Lakes Advisors
Illinois
$10.3M +$229K +2,545 +2%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$10.2M +$79.2K +881 +0.8%
KBC Group
279
KBC Group
Belgium
$10.1M +$5.27M +58,574 +125%
RIA
280
Regal Investment Advisors
Michigan
$10.1M +$233K +2,597 +3%
BCM
281
Becker Capital Management
Oregon
$10.1M +$726K +8,073 +8%
URS
282
Utah Retirement Systems
Utah
$10.1M -$80.9K -900 -0.9%
AAM
283
Advisors Asset Management
Colorado
$10.1M -$1.94M -21,624 -17%
NRS
284
Neville Rodie & Shaw
New York
$10.1M -$4.5K -50 -0%
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$10M -$103M -1,147,288 -92%
WAS
286
Wesleyan Assurance Society
United Kingdom
$10M
TAM
287
Thematics Asset Management
France
$9.97M +$9.33M +103,834 New
FVWA
288
Foster Victor Wealth Advisors
South Carolina
$9.95M +$461K +5,133 +5%
GIBU
289
Gulf International Bank (UK)
United Kingdom
$9.88M
SAM
290
Strategy Asset Managers
California
$9.83M -$73.8K -821 -0.8%
MPI
291
Mairs & Power Inc
Minnesota
$9.75M -$37.9K -422 -0.4%
Impax Asset Management Group
292
Impax Asset Management Group
United Kingdom
$9.64M +$948K +10,549 +12%
MSS
293
Mitchell Sinkler & Starr
Pennsylvania
$9.62M -$82K -912 -0.9%
COPPSERS
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.6M +$1.21M +13,461 +16%
BFIM
295
Beese Fulmer Investment Management
Ohio
$9.57M +$121K +1,343 +1%
JIM
296
Jensen Investment Management
Oregon
$9.52M -$256K -2,850 -3%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$9.41M +$46.5K +517 +0.5%
Public Employees Retirement Association of Colorado
298
Public Employees Retirement Association of Colorado
Colorado
$9.39M -$30.5K -339 -0.3%
OPERF
299
Oregon Public Employees Retirement Fund
Oregon
$9.37M +$51.1K +569 +0.6%
TW
300
Transform Wealth
Colorado
$9.31M -$93.5K -1,040 -1%

EMR Hedge Fund Activity: Q4 2022 in Review

1,794 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2022, worth a combined $41.6B — up 31% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new EMR positions and 101 closed out — a net gain of 142 holders — while 600 added to existing stakes and 658 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $708M. The largest seller was American Century Companies, cutting an estimated $236M.

  • 1,794 institutional investors held Emerson Electric (EMR) as of Q4 2022, up from 1,679 in Q3 2022.
  • Funds reported $41.6B of Emerson Electric stock for Q4 2022, up 31% quarter-over-quarter.
  • 243 funds opened new Emerson Electric positions in Q4 2022 and 101 closed out, a net change of +142 holders.
  • The largest Emerson Electric buyer in Q4 2022 was Wellington Management Group, an estimated $708M added.
  • The largest Emerson Electric seller in Q4 2022 was American Century Companies, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2022.