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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
PAM
501
Peninsula Asset Management
Florida
$3.69M -$115K -1,280 -3%
ONB
502
Old National Bancorp
Indiana
$3.68M -$56.6K -630 -2%
BFA
503
Benedict Financial Advisors
Georgia
$3.68M +$7.28K +81 +0.2%
LSERS
504
Louisiana State Employees Retirement System
Louisiana
$3.67M +$36K +400 +1%
AIP
505
Ameritas Investment Partners
Nebraska
$3.66M +$195K +2,169 +6%
PWP
506
Principle Wealth Partners
Connecticut
$3.64M -$219K -2,436 -6%
B
507
Bailard
California
$3.63M -$17.4K -194 -0.5%
VWA
508
Visionary Wealth Advisors
Illinois
$3.61M -$30K -334 -0.9%
HFS
509
Hantz Financial Services
Michigan
$3.61M +$144K +1,600 +4%
CAG
510
Crestwood Advisors Group
Massachusetts
$3.6M -$98.5K -1,096 -3%
CCT
511
Chemung Canal Trust
New York
$3.59M -$102K -1,140 -3%
ISL
512
Ingalls & Snyder LLC
New York
$3.57M -$53.9K -600 -2%
TF
513
TIAA FSB
Florida
$3.56M +$120K +1,337 +4%
AI
514
Atria Investments
North Carolina
$3.56M +$23.6K +262 +0.7%
FIB
515
First Interstate Bank
Montana
$3.55M +$48.8K +543 +1%
DWP
516
Daymark Wealth Partners
Ohio
$3.52M +$3.3M +36,691 New
WCM
517
WealthBridge Capital Management
Ohio
$3.51M
Rafferty Asset Management
518
Rafferty Asset Management
New York
$3.49M +$1.58M +17,559 +93%
Voloridge Investment Management
519
Voloridge Investment Management
Florida
$3.49M -$51.1M -568,498 -94%
EWA
520
Exencial Wealth Advisors
Oklahoma
$3.49M +$257K +2,864 +9%
LW
521
Linscomb Wealth
Texas
$3.47M -$153K -1,698 -4%
SSWM
522
Smith Salley Wealth Management
North Carolina
$3.46M -$7.55K -84 -0.2%
AF
523
Ally Financial
Michigan
$3.46M
FMC
524
First Merchants Corp
Indiana
$3.45M -$257K -2,855 -7%
WDA
525
Wendell David Associates
New Hampshire
$3.45M -$18K -200 -0.6%

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.