We are live on ! Find out more
EMR icon

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
BCP
501
Blackhawk Capital Partners
Wisconsin
$3.11M +$404K +4,862 +13%
SAM
502
Synergy Asset Management
Washington
$3.09M +$493K +5,932 +16%
BCFS
503
Butensky & Cohen Financial Security
Florida
$3.08M +$216K +2,595 +7%
DY
504
Dowling & Yahnke
California
$3.08M -$6.31K -76 -0.2%
NWM
505
Northcape Wealth Management
New York
$3.07M +$1.03M +12,449 +42%
MHIC
506
Marble Harbor Investment Counsel
Massachusetts
$3.07M +$33.2K +400 +1%
MCM
507
Mengis Capital Management
Oregon
$3.06M -$166K -2,000 -5%
CT
508
Caldwell Trust
Florida
$3.05M -$165K -1,982 -5%
HPC
509
HM Payson & Co
Maine
$3.05M -$7.89K -95 -0.2%
BPA
510
Beacon Pointe Advisors
California
$3.04M -$23.6K -284 -0.7%
RIL
511
Rothschild Investment LLC
Illinois
$3.03M +$4.15K +50 +0.1%
PAM
512
Palisade Asset Management
Minnesota
$2.99M -$303K -3,644 -8%
TPWA
513
TRUE Private Wealth Advisors
Oregon
$2.94M +$196K +2,361 +6%
SG
514
Stonnington Group
California
$2.93M -$586K -7,050 -16%
BS
515
Boenning & Scattergood
Pennsylvania
$2.92M +$4.98K +60 +0.2%
WCM
516
WealthBridge Capital Management
Ohio
$2.91M
PAM
517
Peninsula Asset Management
Florida
$2.9M -$10.4K -125 -0.3%
OQS
518
Occudo Quantitative Strategies
Florida
$2.9M +$3.29M +39,591 New
Tudor Investment Corp
519
Tudor Investment Corp
Connecticut
$2.88M +$2.3M +27,675 +238%
AC
520
Albar Capital
United Kingdom
$2.87M -$7.31M -88,020 -69%
ACM
521
Altrius Capital Management
North Carolina
$2.86M -$713K -8,587 -18%
WCM
522
Windward Capital Management
California
$2.86M +$19.3K +232 +0.6%
ONB
523
Old National Bancorp
Indiana
$2.85M +$4.07K +49 +0.1%
VPIM
524
Vanguard Personalized Indexing Management
California
$2.85M +$215K +2,592 +7%
AF
525
Alerus Financial
North Dakota
$2.85M -$44.3K -533 -1%

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.