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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
KCPG
551
Kavar Capital Partners Group
Kansas
$2.63M +$23.3K +280 +0.8%
TF
552
TIAA FSB
Florida
$2.62M -$523K -6,298 -15%
IAA
553
Independent Advisor Alliance
North Carolina
$2.6M -$169K -2,035 -5%
MLICM
554
Metropolitan Life Insurance Company (MetLife)
New York
$2.58M -$47.6K -573 -2%
AG
555
Ascent Group
Virginia
$2.56M +$190K +2,290 +8%
CWM
556
Cornerstone Wealth Management
Missouri
$2.53M +$284K +3,425 +11%
VWMG
557
Virginia Wealth Management Group
Virginia
$2.5M +$655K +7,882 +30%
CA
558
Cullinan Associates
Kentucky
$2.5M +$143K +1,724 +5%
CTA
559
Chesley Taft & Associates
Illinois
$2.48M +$26.2K +315 +0.9%
BFS
560
Bradley Foster & Sargent
Connecticut
$2.47M -$68.2K -821 -2%
HWM
561
Hohimer Wealth Management
Washington
$2.46M +$40.4K +486 +1%
SGA
562
Strategic Global Advisors
California
$2.45M -$109K -1,307 -4%
EWA
563
Exencial Wealth Advisors
Oklahoma
$2.45M +$42.7K +514 +2%
V
564
Veritable
Delaware
$2.42M +$76.3K +919 +3%
KC
565
Kinloch Capital
Virginia
$2.42M +$116K +1,391 +4%
FPB
566
First PREMIER Bank
South Dakota
$2.4M
PAS
567
Park Avenue Securities
New York
$2.38M -$51.6K -621 -2%
FNBT
568
FineMark National Bank & Trust
Florida
$2.38M -$7.14K -86 -0.3%
RAM
569
Roanoke Asset Management
New Jersey
$2.37M
EL
570
Essex LLC
Illinois
$2.37M -$42.6K -513 -2%
BHIA
571
Birch Hill Investment Advisors
Massachusetts
$2.35M -$49.8K -600 -2%
YIH
572
Y-Intercept (HK)
Hong Kong
$2.34M +$2.66M +31,973 New
RJT
573
Raymond James Trust
Florida
$2.34M +$135K +1,621 +5%
WB
574
WesBanco Bank
West Virginia
$2.33M -$1.93M -23,252 -42%
VNA
575
Valley National Advisers
Pennsylvania
$2.32M -$116K -1,395 -5%

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.