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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
BFG
576
Bleakley Financial Group
New Jersey
$2.73M +$2.55M +28,402 New
Lido Advisors
577
Lido Advisors
California
$2.73M +$643K +7,154 +34%
CPIA
578
Cornell Pochily Investment Advisors
New York
$2.72M +$1.35K +15 +0.1%
NMERB
579
New Mexico Educational Retirement Board
New Mexico
$2.71M -$189K -2,100 -7%
IPW
580
Inlet Private Wealth
Florida
$2.71M -$217K -2,414 -8%
Fayez Sarofim & Co
581
Fayez Sarofim & Co
Texas
$2.71M +$71.9K +800 +3%
SW
582
SkyOak Wealth
Michigan
$2.69M
HDIM
583
Hanson & Doremus Investment Management
Vermont
$2.67M +$732K +8,142 +41%
BIC
584
Beach Investment Counsel
Pennsylvania
$2.66M -$6.74K -75 -0.3%
CA
585
Clearstead Advisors
Ohio
$2.66M -$13.2K -147 -0.5%
JCM
586
Janney Capital Management
Pennsylvania
$2.65M +$464K +5,166 +23%
AIM
587
AHL Investment Management
Florida
$2.65M +$78.4K +872 +3%
ST
588
Somerset Trust
Pennsylvania
$2.65M -$13.9K -155 -0.6%
EHWM
589
Eads & Heald Wealth Management
Georgia
$2.64M -$15.8K -176 -0.6%
FM
590
Foster & Motley
Ohio
$2.63M -$922K -10,253 -27%
HCM
591
Howland Capital Management
Massachusetts
$2.62M +$108K +1,200 +5%
PA
592
Pinnacle Associates
New York
$2.62M +$40.9K +455 +2%
PFS
593
Prospera Financial Services
Texas
$2.6M +$391K +4,350 +19%
WIS
594
Wright Investors Service
Connecticut
$2.6M +$60.7K +675 +3%
FNT
595
First National Trust
Pennsylvania
$2.59M -$22K -245 -0.9%
FTC
596
Farmers Trust Company
Ohio
$2.58M +$26.3K +293 +1%
CAM
597
Carret Asset Management
New York
$2.58M +$47.9K +533 +2%
BS
598
Banco Santander
Spain
$2.58M -$103K -1,147 -4%
RMC
599
Resources Management Corp
Connecticut
$2.57M -$31.5K -350 -1%
AC
600
Arjuna Capital
North Carolina
$2.57M +$84K +934 +4%

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.