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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
BWG
476
Beta Wealth Group
California
$3.37M +$3.5M +42,100 +1,079%
MSRPS
477
Maryland State Retirement & Pension System
Maryland
$3.36M
SRC
478
Stone Run Capital
New York
$3.33M +$417K +5,026 +12%
PCOC
479
Power Corp of Canada
Canada
$3.33M +$3.78M +45,544 New
GWM
480
Geneos Wealth Management
Colorado
$3.32M -$498K -5,997 -12%
CIC
481
Cornercap Investment Counsel
Georgia
$3.31M -$58K -698 -2%
HTC
482
Haverford Trust Company
Pennsylvania
$3.3M -$349K -4,206 -9%
EMPI
483
Elo Mutual Pension Insurance
Finland
$3.27M -$181K -2,175 -5%
AWS
484
Atria Wealth Solutions
New York
$3.26M +$2.47M +29,761 +202%
AWCI
485
Alpine Woods Capital Investors
New York
$3.24M -$277K -3,332 -7%
EWM
486
Evercore Wealth Management
New York
$3.23M +$7.39K +89 +0.2%
ACM
487
Argyle Capital Management
Pennsylvania
$3.23M
ACM
488
Aquatic Capital Management
Illinois
$3.21M +$2.94M +35,400 +421%
S
489
Surevest
California
$3.2M +$29K +349 +0.8%
SMDAM
490
Sumitomo Mitsui DS Asset Management
Japan
$3.2M +$272K +3,280 +8%
BBHC
491
Brown Brothers Harriman & Co
New York
$3.19M -$78.7K -947 -2%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$3.19M +$56.8K +684 +2%
FIM
493
Fruth Investment Management
Texas
$3.16M -$16.2K -195 -0.4%
CIC
494
Carnegie Investment Counsel
Ohio
$3.16M -$329K -3,963 -8%
BE
495
Bonness Enterprises
District of Columbia
$3.15M -$41.5K -500 -1%
RPI
496
Railway Pension Investments
United Kingdom
$3.15M -$5.12M -61,600 -59%
QT
497
Quantbot Technologies
New York
$3.14M +$2.32M +27,953 +186%
LBC
498
Lowe Brockenbrough & Co
Virginia
$3.14M +$51.1K +615 +1%
BSW
499
Buckingham Strategic Wealth
Missouri
$3.13M -$44.4K -534 -1%
BOC
500
Barbara Oil Co
Illinois
$3.11M

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.