Emerson Electric
1,799 hedge funds and large institutions have $41.3B invested in Emerson Electric in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 611 increasing their positions, 731 reducing their positions, and 96 closing their positions.
73% more call options, than puts
Call options by funds: $448M | Put options by funds: $259M
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
44% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 96
8% more capital invested
Capital invested by funds: $38.3B → $41.3B (+$2.99B)
1% more funds holding
Funds holding: 1,782 → 1,799 (+17)
0.55% more ownership
Funds ownership: 73.34% → 73.89% (+0.55%)
16% less repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 731
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$192M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$130M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$113M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$108M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$229M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$172M |
| 3 |
VanEck Associates
New York
|
-$110M |
| 4 |
Man Group
London,
United Kingdom
|
-$109M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$102M |
EMR Hedge Fund Activity: Q3 2023 in Review
1,799 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2023, worth a combined $41.3B — up 7.8% from $38.3B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new EMR positions and 96 closed out — a net gain of 42 holders — while 611 added to existing stakes and 731 trimmed.
The largest buyer was Adage Capital Partners, adding an estimated $192M. The largest seller was D.E. Shaw & Co, cutting an estimated $229M.
- 1,799 institutional investors held Emerson Electric (EMR) as of Q3 2023, up from 1,782 in Q2 2023.
- Funds reported $41.3B of Emerson Electric stock for Q3 2023, up 7.8% quarter-over-quarter.
- 138 funds opened new Emerson Electric positions in Q3 2023 and 96 closed out, a net change of +42 holders.
- The largest Emerson Electric buyer in Q3 2023 was Adage Capital Partners, an estimated $192M added.
- The largest Emerson Electric seller in Q3 2023 was D.E. Shaw & Co, an estimated $229M sold.
Based on aggregated 13F filings for Q3 2023.