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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
FNT
601
First Nebraska Trust
Nebraska
$2.55M -$51.7K -575 -2%
IIM
602
Ipswich Investment Management
Massachusetts
$2.54M -$55K -612 -2%
ASN
603
Advisory Services Network
Georgia
$2.52M -$96.2K -1,070 -4%
TBC
604
Tweedy, Browne Co
Connecticut
$2.52M -$1.91M -21,241 -45%
MWM
605
Mattern Wealth Management
Kansas
$2.51M -$3.78K -42 -0.2%
RPC
606
Rossmore Private Capital
Connecticut
$2.5M -$27.9K -310 -1%
Loomis, Sayles & Company
607
Loomis, Sayles & Company
Massachusetts
$2.5M -$220K -2,442 -9%
DAS
608
Dynamic Advisor Solutions
Arizona
$2.49M +$692K +7,703 +42%
GAG
609
Goodman Advisory Group
Massachusetts
$2.47M +$567K +6,308 +33%
MFWP
610
Mosaic Family Wealth Partners
Missouri
$2.46M +$2.3M +25,634 New
BBA
611
BLB&B Advisors
Pennsylvania
$2.43M -$93K -1,035 -4%
IF
612
Insight Folios
North Carolina
$2.43M -$3.85M -42,852 -63%
CWM
613
Concentric Wealth Management
California
$2.43M -$55.7K -620 -2%
SC
614
Sawyer & Company
Massachusetts
$2.43M +$539 +6 +0%
BA
615
Baugh & Associates
Georgia
$2.42M
NWM
616
Northcape Wealth Management
New York
$2.41M -$1.51M -16,798 -40%
LPIC
617
LeJeune Puetz Investment Counsel
Michigan
$2.4M
VNIM
618
Vaughan Nelson Investment Management
Texas
$2.39M
SWP
619
Strategic Wealth Partners
Ohio
$2.39M +$1.92M +21,406 +618%
AWM
620
Apollon Wealth Management
South Carolina
$2.39M +$360K +4,008 +19%
CFD
621
Creative Financial Designs
Indiana
$2.36M +$85K +946 +4%
SC
622
Schulhoff & Co
Ohio
$2.36M -$17.7K -197 -0.8%
VAS
623
Vestmark Advisory Solutions
Massachusetts
$2.36M +$105K +1,172 +5%
Jones Financial Companies
624
Jones Financial Companies
Missouri
$2.34M -$136K -1,518 -6%
CC
625
Cypress Capital
Tennessee
$2.34M +$21.2K +236 +1%

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.