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Emerson Electric
EMR

1,795 hedge funds and large institutions have $42.7B invested in Emerson Electric in 2022 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 687 increasing their positions, 644 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more call options, than puts

Call options by funds: $386M | Put options by funds: $332M

16% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 117

6% more capital invested

Capital invested by funds: $40.4B → $42.7B (+$2.27B)

7% more repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 644

0.6% more ownership

Funds ownership: 73.28% → 73.88% (+0.6%)

0% less funds holding

Funds holding: 1,797 → 1,795 (-2)

Holders
1,795
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
28.31%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
136
Increased
687
Reduced
644
Closed
117
Calls
$386M
Puts
$332M
Net Calls
+$54M
Net Calls Change
+$20.1M

Top Buyers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
+$320M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$205M
3
Fidelity International
Fidelity International
Bermuda
+$198M
4
DZ Bank
DZ Bank
Germany
+$195M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$147M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$567M
2
Capital World Investors
Capital World Investors
California
-$156M
3
Two Sigma Investments
Two Sigma Investments
New York
-$146M
4
FMI
Fiduciary Management Inc
Wisconsin
-$137M
5
Renaissance Technologies
Renaissance Technologies
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
601
Avantax Planning Partners
Iowa
$2.75M +$58K +613 +2%
EHWM
602
Eads & Heald Wealth Management
Georgia
$2.75M +$11.4K +120 +0.4%
FNT
603
First National Trust
Pennsylvania
$2.74M +$130K +1,375 +5%
WGCA
604
Wolf Group Capital Advisors
Virginia
$2.74M -$5.56M -58,675 -68%
PA
605
Pinnacle Associates
New York
$2.74M -$45.4K -480 -2%
NMIFOAC
606
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.73M – – –
AAM
607
Azzad Asset Management
Virginia
$2.72M +$144K +1,525 +6%
SWA
608
Stratos Wealth Advisors
Ohio
$2.7M -$11.1K -117 -0.4%
B
609
Bailard
California
$2.69M +$102K +1,077 +4%
AHC
610
Adell Harriman & Carpenter
Texas
$2.68M +$619K +6,542 +31%
CAM
611
Carret Asset Management
New York
$2.67M +$99.4K +1,050 +4%
FNT
612
First Nebraska Trust
Nebraska
$2.67M -$1.61K -17 -0.1%
RSC
613
Red Spruce Capital
Pennsylvania
$2.66M +$111K +1,175 +5%
MOS
614
MGO One Seven
Ohio
$2.65M +$113K +1,189 +5%
ST
615
Somerset Trust
Pennsylvania
$2.64M +$2.56K +27 +0.1%
AIM
616
AHL Investment Management
Florida
$2.64M +$1.65M +17,433 +184%
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$2.63M +$1.15M +12,155 +83%
CAN
618
Cetera Advisor Networks
California
$2.61M -$35K -370 -1%
RPC
619
Rossmore Private Capital
Connecticut
$2.6M +$9.94K +105 +0.4%
NMIMC
620
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M -$45.2K -477 -2%
RMC
621
Resources Management Corp
Connecticut
$2.58M -$107K -1,128 -4%
SAMC
622
Spectrum Asset Management (California)
California
$2.58M +$6.63K +70 +0.3%
AG
623
Ascent Group
Virginia
$2.52M +$2.94K +31 +0.1%
CI
624
Centerstone Investors
New York
$2.51M -$805K -8,500 -25%
MWM
625
Mattern Wealth Management
Kansas
$2.5M +$386K +4,075 +19%
23 24
25
26 27

EMR Hedge Fund Activity: Q1 2022 in Review

1,795 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2022, worth a combined $42.7B — up 5.6% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new EMR positions and 117 closed out — a net gain of 19 holders — while 687 added to existing stakes and 644 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $320M. The largest seller was Charles Schwab, cutting an estimated $567M.

  • 1,795 institutional investors held Emerson Electric (EMR) as of Q1 2022, down from 1,797 in Q4 2021.
  • Funds reported $42.7B of Emerson Electric stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 136 funds opened new Emerson Electric positions in Q1 2022 and 117 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q1 2022 was Nordea Investment Management, an estimated $320M added.
  • The largest Emerson Electric seller in Q1 2022 was Charles Schwab, an estimated $567M sold.

Based on aggregated 13F filings for Q1 2022.