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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
TI
401
Truepoint Inc
Ohio
$5.5M +$5.15M +57,306 New
RFM
402
Royal Fund Management
Florida
$5.49M +$361K +4,016 +8%
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$5.42M -$18.9M -209,865 -79%
TRSOTSOK
404
Teachers Retirement System of the State of Kentucky
Kentucky
$5.32M
DILIC
405
Dai-ichi Life Insurance Company
Japan
$5.26M +$196K +2,177 +4%
AMG
406
Advisors Management Group
Wisconsin
$5.25M -$15.3K -170 -0.3%
LA
407
LBP AM
France
$5.25M +$4.91M +54,673 New
LSA
408
L & S Advisors
California
$5.25M +$4.91M +54,623 New
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.18M -$54K -601 -1%
NIC
410
Northwest Investment Counselors
Oregon
$5.17M +$90.9K +1,011 +2%
CC
411
Cannell & Co
New York
$5.17M -$132K -1,463 -3%
SL
412
Summitry LLC
California
$5.15M +$415K +4,613 +9%
CFB
413
Cullen/Frost Bankers
Texas
$5.13M +$123K +1,367 +3%
TC
414
TownSquare Capital
Utah
$5.12M +$1.39M +15,504 +41%
OLA
415
Oliver Luxxe Assets
New Jersey
$5.11M +$48.1K +535 +1%
WB
416
WesBanco Bank
West Virginia
$5.07M +$1.89M +21,011 +66%
SIG
417
Sky Investment Group
Connecticut
$5.07M -$34.2K -380 -0.7%
BCIM
418
British Columbia Investment Management
British Columbia, Canada
$5.04M -$566K -6,291 -11%
HWM
419
HB Wealth Management
Georgia
$5.04M +$387K +4,302 +9%
LWP
420
LMG Wealth Partners
Louisiana
$5.02M +$4.95M +55,074 New
HEIP
421
Hudson Edge Investment Partners
New Jersey
$5M -$1.35K -15 -0%
PCA
422
Providence Capital Advisors
North Carolina
$4.93M +$225K +2,500 +5%
PI
423
PGGM Investments
Netherlands
$4.91M -$5.13M -57,072 -53%
MFG
424
Monte Financial Group
Connecticut
$4.9M +$23.1K +257 +0.5%
EAM
425
Erste Asset Management
Austria
$4.88M -$1.71K -19 -0%

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.