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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
Public Sector Pension Investment Board (PSP Investments)
351
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.07M +$913K +10,154 +16%
NPA
352
Nichols & Pratt Advisers
Massachusetts
$6.99M -$26.7K -297 -0.4%
HCM
353
Hillman Capital Management
Maryland
$6.96M -$60K -668 -0.9%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$6.95M +$2.6M +28,870 +66%
NAM
355
Nissay Asset Management
Japan
$6.94M -$189K -2,101 -3%
BB
356
Busey Bank
Illinois
$6.92M -$303K -3,371 -4%
LBA
357
Lowell Blake & Associates
Massachusetts
$6.86M +$275K +3,063 +4%
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$6.85M +$46.7K +520 +0.7%
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$6.84M +$1.77M +19,691 +38%
PFO
360
Pathstone Family Office
New Jersey
$6.84M +$1.11M +12,395 +19%
BPC
361
Banque Pictet & Cie
Switzerland
$6.82M -$289K -3,210 -4%
LRPA
362
L. Roy Papp & Associates
Arizona
$6.81M -$162K -1,797 -2%
MCM
363
Mattern Capital Management
Colorado
$6.79M -$101K -1,120 -2%
MCM
364
Monarch Capital Management
Indiana
$6.77M -$229K -2,542 -3%
ECM
365
Exchange Capital Management
Michigan
$6.74M -$117K -1,305 -2%
Robeco Institutional Asset Management
366
Robeco Institutional Asset Management
Netherlands
$6.73M -$20.4M -227,306 -76%
BHWM
367
Bar Harbor Wealth Management
New Hampshire
$6.72M +$213K +2,372 +4%
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$6.7M -$4.12M -45,783 -40%
CWM
369
CIBC World Markets
New York
$6.68M +$5.44M +60,545 +675%
CNB
370
Czech National Bank
Czech Republic
$6.65M +$46K +512 +0.7%
HL
371
HeadInvest LLC
Maine
$6.52M +$46.9K +522 +0.8%
SBH
372
Segall Bryant & Hamill
Illinois
$6.41M +$4.5K +50 +0.1%
AC
373
Addenda Capital
Quebec, Canada
$6.38M -$77.6K -863 -1%
TF
374
Talbot Financial
Washington
$6.32M +$5.92M +65,825 New
BCM
375
BTC Capital Management
Iowa
$6.31M -$429K -4,777 -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.