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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
BA
601
Bridgewater Associates
Connecticut
$2.08M -$1.24M -14,988 -35%
CPIA
602
Cornell Pochily Investment Advisors
New York
$2.07M +$581 +7 +0%
SW
603
SkyOak Wealth
Michigan
$2.05M -$46.6K -561 -2%
BS
604
Banco Santander
Spain
$2.05M -$51.2K -617 -2%
SAMC
605
Spectrum Asset Management (California)
California
$2.05M +$390K +4,700 +20%
AHC
606
Adell Harriman & Carpenter
Texas
$2.04M -$60.2K -725 -3%
BIC
607
Beach Investment Counsel
Pennsylvania
$2.04M -$1.38M -16,557 -37%
CA
608
Clearstead Advisors
Ohio
$2.04M -$188K -2,263 -8%
ST
609
Somerset Trust
Pennsylvania
$2.03M +$58.7K +707 +3%
EHWM
610
Eads & Heald Wealth Management
Georgia
$2.02M -$15.4K -186 -0.7%
PCM
611
Prelude Capital Management
New York
$2.02M +$1.91M +22,995 +499%
Fayez Sarofim & Co
612
Fayez Sarofim & Co
Texas
$2M -$218K -2,629 -9%
ASN
613
Advisory Services Network
Georgia
$2M -$193K -2,328 -8%
CA
614
Cetera Advisors
Colorado
$2M +$404K +4,864 +22%
FNT
615
First National Trust
Pennsylvania
$1.99M -$35K -421 -2%
RMC
616
Resources Management Corp
Connecticut
$1.99M +$19.5K +235 +0.9%
FNT
617
First Nebraska Trust
Nebraska
$1.98M -$2.08K -25 -0.1%
IIM
618
Ipswich Investment Management
Massachusetts
$1.98M -$158K -1,908 -7%
PA
619
Pinnacle Associates
New York
$1.96M -$53.9K -649 -2%
AIM
620
AHL Investment Management
Florida
$1.96M -$4.15K -50 -0.2%
FTC
621
Farmers Trust Company
Ohio
$1.95M +$2.21M +26,602 New
HI
622
Hoey Investments
Pennsylvania
$1.95M +$1.58M +18,986 +250%
RPC
623
Rossmore Private Capital
Connecticut
$1.93M
BBA
624
BLB&B Advisors
Pennsylvania
$1.93M -$89K -1,072 -4%
PFG
625
Peterson Financial Group
Iowa
$1.93M +$60.9K +733 +3%

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.