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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
BPA
476
Beacon Pointe Advisors
California
$3.99M +$6.11K +68 +0.2%
MHIC
477
Marble Harbor Investment Counsel
Massachusetts
$3.97M -$44.9K -500 -1%
TPWA
478
TRUE Private Wealth Advisors
Oregon
$3.97M +$97.9K +1,089 +3%
SVWAG
479
Sound View Wealth Advisors Group
Georgia
$3.97M +$2.06M +22,891 +128%
CT
480
Caldwell Trust
Florida
$3.96M -$43K -478 -1%
RIL
481
Rothschild Investment LLC
Illinois
$3.96M -$18.4K -205 -0.5%
LCM
482
Logan Capital Management
Pennsylvania
$3.91M +$1.99M +22,095 +118%
SRC
483
Stone Run Capital
New York
$3.89M -$450K -5,004 -11%
BS
484
Boenning & Scattergood
Pennsylvania
$3.87M -$38.1K -424 -1%
CA
485
Cullinan Associates
Kentucky
$3.87M +$555K +6,178 +18%
CAL
486
Capital Analysts LLC
Pennsylvania
$3.85M +$124K +1,380 +4%
Federated Hermes
487
Federated Hermes
Pennsylvania
$3.83M -$13.2M -146,773 -79%
PCM
488
Parsons Capital Management
Rhode Island
$3.82M +$104K +1,155 +3%
SG
489
Stonnington Group
California
$3.82M +$265K +2,950 +8%
AF
490
Alerus Financial
North Dakota
$3.81M +$64.1K +713 +2%
HPC
491
HM Payson & Co
Maine
$3.79M -$203K -2,258 -5%
BRWA
492
B. Riley Wealth Advisors
Florida
$3.78M +$692K +7,702 +24%
PAM
493
Palisade Asset Management
Minnesota
$3.77M -$144K -1,603 -4%
BCP
494
Blackhawk Capital Partners
Wisconsin
$3.77M -$291K -3,240 -8%
VPIM
495
Vanguard Personalized Indexing Management
California
$3.75M +$10.4K +116 +0.3%
ACM
496
Altrius Capital Management
North Carolina
$3.74M -$12K -133 -0.3%
WCM
497
Windward Capital Management
California
$3.73M -$13.2K -147 -0.4%
TPCW
498
TD Private Client Wealth
New York
$3.71M +$12.9K +143 +0.4%
AAS
499
Avantax Advisory Services
Texas
$3.7M +$213K +2,375 +7%
Acadian Asset Management
500
Acadian Asset Management
Massachusetts
$3.69M -$7.19M -79,975 -68%

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.