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Emerson Electric

1,679 hedge funds and large institutions have $31.8B invested in Emerson Electric in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 668 increasing their positions, 618 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $277M | Put options by funds: $251M

3.46% more ownership

Funds ownership: 70.09%73.55% (+3.5%)

8% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 618

2% less funds holding

Funds holding: 1,7221,679 (-43)

8% less capital invested

Capital invested by funds: $34.6B → $31.8B (-$2.79B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

20% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 115

Holders
1,679
Holders Change
-43
Holders Change %
-2.5%
% of All Funds
28.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
92
Increased
668
Reduced
618
Closed
115
Calls
$277M
Puts
$251M
Net Calls
+$26.1M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
451
Dean Investment Associates
Ohio
$3.61M +$61.2K +737 +2%
MPM
452
Meritage Portfolio Management
Kansas
$3.59M -$157K -1,890 -4%
III
453
Independent Investors Inc
New York
$3.59M
SL
454
Summitry LLC
California
$3.58M +$307K +3,692 +8%
EF
455
Exeter Financial
Arizona
$3.58M +$101K +1,219 +3%
PCA
456
Providence Capital Advisors
North Carolina
$3.57M -$8.3K -100 -0.2%
MC
457
Moors & Cabot
Massachusetts
$3.56M -$49.3K -593 -1%
ATC
458
Argent Trust Co
Tennessee
$3.54M +$177K +2,131 +5%
SC
459
SouthState Corp
Florida
$3.54M -$141K -1,696 -3%
GG
460
Gofen & Glossberg
Illinois
$3.54M -$149K -1,798 -4%
LIM
461
Leavell Investment Management
Alabama
$3.54M +$66.5K +801 +2%
HWM
462
HB Wealth Management
Georgia
$3.53M +$335K +4,035 +9%
ABC
463
Associated Banc-Corp
Wisconsin
$3.52M -$43K -518 -1%
SAM
464
Securian Asset Management
Minnesota
$3.51M -$8.3K -100 -0.2%
SFI
465
Siemens Fonds Invest
Germany
$3.51M +$49.6K +597 +1%
FCMT
466
Founders Capital Management (Texas)
Texas
$3.5M +$855K +10,298 +27%
VST
467
Van Strum & Towne
California
$3.48M -$31.1K -375 -0.8%
TBC
468
Tweedy, Browne Co
Connecticut
$3.47M -$1.25M -15,014 -24%
IFAM
469
Institutional & Family Asset Management
Colorado
$3.47M +$129K +1,551 +3%
GJIC
470
Gamble Jones Investment Counsel
California
$3.46M -$499K -6,008 -11%
KBC Group
471
KBC Group
Belgium
$3.44M +$26K +313 +0.7%
EI
472
Ethic Inc
New York
$3.43M -$602K -7,244 -13%
GT
473
Greenleaf Trust
Michigan
$3.42M +$2.56M +30,821 +193%
LD
474
Lipe & Dalton
New York
$3.4M
KRS
475
Kentucky Retirement Systems
Kentucky
$3.39M +$183K +2,200 +5%

EMR Hedge Fund Activity: Q3 2022 in Review

1,679 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2022, worth a combined $31.8B — down 8.1% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EMR and 92 opened new positions — a net loss of 23 holders — while 618 trimmed existing stakes and 668 added.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Bank of America, cutting an estimated $199M.

  • 1,679 institutional investors held Emerson Electric (EMR) as of Q3 2022, down from 1,722 in Q2 2022.
  • Funds reported $31.8B of Emerson Electric stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 92 funds opened new Emerson Electric positions in Q3 2022 and 115 closed out, a net change of -23 holders.
  • The largest Emerson Electric buyer in Q3 2022 was Fidelity Investments, an estimated $130M added.
  • The largest Emerson Electric seller in Q3 2022 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2022.