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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
RAM
551
Roanoke Asset Management
New Jersey
$2.94M -$162K -1,805 -6%
AG
552
Ascent Group
Virginia
$2.94M +$96.6K +1,075 +4%
AC
553
Allstate Corporation
Illinois
$2.92M +$37.1K +413 +1%
AIM
554
Allstate Investment Management
Illinois
$2.92M +$2.73M +30,414 New
MIM
555
Miller Investment Management
Pennsylvania
$2.92M
MC
556
Mathes Company
New York
$2.89M +$2.71M +30,125 New
XF
557
XML Financial
Maryland
$2.88M +$83.8K +932 +3%
LAM
558
Lynch Asset Management
Pennsylvania
$2.88M
CIA
559
Capital Investment Advisors
Georgia
$2.88M -$4.28M -47,616 -61%
DIA
560
Dean Investment Associates
Ohio
$2.87M -$1.75M -19,421 -39%
JC
561
Jacobs & Co
California
$2.86M -$52.4K -583 -2%
BFM
562
Boston Financial Management
Massachusetts
$2.86M -$77.1K -858 -3%
AHC
563
Adell Harriman & Carpenter
Texas
$2.85M +$156K +1,736 +6%
LCC
564
Lincoln Capital Corp
Rhode Island
$2.84M +$39.2K +436 +1%
PPWP
565
Proquility Private Wealth Partners
Nevada
$2.84M -$5.57K -62 -0.2%
DMC
566
Drexel Morgan & Co
Pennsylvania
$2.83M
BFEC
567
Benjamin F. Edwards & Company
Missouri
$2.83M +$18.8K +209 +0.7%
MCM
568
Monument Capital Management
Virginia
$2.83M +$88.6K +986 +3%
PP
569
Prudential plc
United Kingdom
$2.82M +$1.14M +12,719 +76%
BCI
570
Brinker Capital Investments
Pennsylvania
$2.82M +$1.18M +13,086 +81%
RSC
571
Red Spruce Capital
Pennsylvania
$2.79M +$46.5K +517 +2%
VNA
572
Valley National Advisers
Pennsylvania
$2.76M -$32.5K -362 -1%
SAMC
573
Spectrum Asset Management (California)
California
$2.76M +$66.1K +735 +3%
RP
574
Rowlandmiller & Partners
Georgia
$2.75M +$180 +2 +0%
SG Americas Securities
575
SG Americas Securities
New York
$2.73M +$2.13M +23,661 +495%

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.