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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
HC
326
Henshaw Capital
Massachusetts
$8.17M
TCOV
327
Trust Company of Vermont
Vermont
$8.14M +$804K +8,942 +12%
AG
328
Advocate Group
Minnesota
$8.13M -$46.6K -518 -0.6%
MOACM
329
Mutual of America Capital Management
New York
$8.13M +$234K +2,598 +3%
TPSF
330
Texas Permanent School Fund
Texas
$8.07M +$31.2K +347 +0.4%
M
331
MOTCO
Texas
$8.05M -$355K -3,953 -5%
MIH
332
Meitav Investment House
Israel
$7.97M -$818K -9,100 -10%
BMSSC
333
B. Metzler seel. Sohn & Co
Germany
$7.91M +$1.17M +13,061 +19%
Bank Julius Baer & Co
334
Bank Julius Baer & Co
Switzerland
$7.9M +$195K +2,171 +3%
IR
335
IAT Reinsurance
New York
$7.68M
BCM
336
Birmingham Capital Management
Alabama
$7.64M +$70.6K +785 +1%
PAM
337
Private Asset Management
California
$7.63M -$333K -3,700 -4%
MML Investors Services
338
MML Investors Services
Massachusetts
$7.63M +$95.4K +1,061 +1%
RSVP
339
Ramsay Stattman Vela & Price
Colorado
$7.62M -$43.1K -479 -0.6%
CCB
340
Country Club Bank
Missouri
$7.54M +$23.9K +266 +0.3%
AAMA
341
Advanced Asset Management Advisors
Ohio
$7.53M
OAM
342
Oppenheimer Asset Management
New York
$7.34M +$6.87M +76,389 New
SPIA
343
Steward Partners Investment Advisory
New York
$7.34M -$173K -1,923 -2%
CCMINC
344
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.34M -$37.4K -416 -0.5%
LNB
345
Ledyard National Bank
$7.33M -$352K -3,913 -5%
EWM
346
Executive Wealth Management
Michigan
$7.28M +$6.34M +70,572 +1,345%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$7.27M -$544K -6,055 -7%
OC
348
Oppenheimer & Co
New York
$7.24M +$596K +6,634 +10%
MIA
349
MainStreet Investment Advisors
Illinois
$7.16M -$212K -2,353 -3%
NMIFOAC
350
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$7.09M

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.