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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
KCPG
526
Kavar Capital Partners Group
Kansas
$3.36M -$81.5K -907 -3%
Cetera Investment Advisers
527
Cetera Investment Advisers
Illinois
$3.33M +$1.31M +14,571 +72%
KC
528
Kinloch Capital
Virginia
$3.31M +$122K +1,356 +4%
BFS
529
Bradley Foster & Sargent
Connecticut
$3.29M +$53K +590 +2%
CTA
530
Chesley Taft & Associates
Illinois
$3.29M +$28.3K +315 +0.9%
MLICM
531
Metropolitan Life Insurance Company (MetLife)
New York
$3.29M -$90.2K -1,003 -3%
PAI
532
Pittenger & Anderson Inc
Nebraska
$3.28M +$2.81M +31,245 +1,066%
V
533
Veritable
Delaware
$3.27M +$85.7K +953 +3%
WCMNY
534
Westchester Capital Management (New York)
New York
$3.27M +$3.06M +34,000 New
CA
535
Cetera Advisors
Colorado
$3.19M +$538K +5,980 +22%
EL
536
Essex LLC
Illinois
$3.19M +$72.7K +809 +2%
AWS
537
Atria Wealth Solutions
New York
$3.17M -$1.03M -11,471 -26%
VWMG
538
Virginia Wealth Management Group
Virginia
$3.17M -$108K -1,205 -4%
RJT
539
Raymond James Trust
Florida
$3.16M +$89K +990 +3%
HWM
540
Hohimer Wealth Management
Washington
$3.15M -$69.4K -772 -2%
BHC
541
Bowen Hanes & Co
Florida
$3.13M -$429K -4,775 -13%
FPB
542
First PREMIER Bank
South Dakota
$3.12M -$20.3K -226 -0.7%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$3.08M -$2.25K -25 -0.1%
FNBT
544
FineMark National Bank & Trust
Florida
$3.07M -$43.9K -488 -2%
PAS
545
Park Avenue Securities
New York
$3.05M -$67.6K -752 -2%
MECA
546
Miller Equity Capital Advisors
Texas
$3.05M +$135K +1,500 +5%
CIM
547
Corbyn Investment Management
Maryland
$2.98M
WSFS
548
Wilmington Savings Fund Society
Delaware
$2.98M -$36.8K -409 -1%
NA
549
NewEdge Advisors
Louisiana
$2.94M +$793K +8,827 +16%
IAN
550
Integrated Advisors Network
Texas
$2.94M +$4.76K +53 +0.2%

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.