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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
RCYC
301
Richard C. Young & Co
Rhode Island
$9.3M +$220K +2,450 +3%
JFL
302
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.28M -$94.4K -1,050 -1%
LIA
303
LS Investment Advisors
Michigan
$9.22M -$331K -3,681 -4%
MDCM
304
Morgan Dempsey Capital Management
Wisconsin
$9.21M +$314K +3,490 +4%
NEAM
305
New England Asset Management
Connecticut
$9.21M
ISB
306
Iowa State Bank
Iowa
$9.15M +$346K +3,852 +4%
SIMG
307
Sonora Investment Management Group
Arizona
$9.13M -$339K -3,775 -4%
GCA
308
Greenwood Capital Associates
South Carolina
$9.12M -$19.7K -219 -0.2%
CG
309
Colony Group
Massachusetts
$9.08M -$269K -2,994 -3%
CTC
310
Central Trust Company
Missouri
$9.07M -$13.3K -148 -0.2%
GIA
311
Guyasuta Investment Advisors
Pennsylvania
$9.03M +$226K +2,510 +3%
CAN
312
Cetera Advisor Networks
California
$8.88M +$1.74M +19,344 +26%
MAM
313
Mastrapasqua Asset Management
Tennessee
$8.76M +$194K +2,160 +2%
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$8.75M -$8.38M -93,182 -51%
KCM
315
Kanawha Capital Management
Virginia
$8.72M -$17.8K -198 -0.2%
AIA
316
Allied Investment Advisors
Montana
$8.67M +$124K +1,376 +2%
TCOK
317
Trust Company of Kansas
Kansas
$8.61M -$191K -2,128 -2%
PI
318
PineBridge Investments
New York
$8.55M -$7.55M -83,992 -49%
X
319
Xponance
Pennsylvania
$8.45M +$13.8K +154 +0.2%
GFG
320
Greystone Financial Group
Michigan
$8.44M -$81.7K -909 -1%
WIC
321
Wilkins Investment Counsel
Massachusetts
$8.4M
WC
322
Woodstock Corp
Massachusetts
$8.36M +$11.2K +125 +0.1%
GAM
323
Gotham Asset Management
New York
$8.33M +$730K +8,118 +10%
TCM
324
Tufton Capital Management
Maryland
$8.19M -$21.8K -242 -0.3%
LA
325
Lynch & Associates
Indiana
$8.18M -$50.5K -562 -0.7%

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.