We are live on ! Find out more
EMR icon

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
WIS
626
Wright Investors Service
Connecticut
$1.93M -$168K -2,019 -7%
CAM
627
Carret Asset Management
New York
$1.93M -$4.07K -49 -0.2%
SXL
628
Summit X LLC
Missouri
$1.93M +$81.5K +981 +4%
MWM
629
Mattern Wealth Management
Kansas
$1.92M +$37K +445 +2%
HCM
630
Howland Capital Management
Massachusetts
$1.91M +$324K +3,907 +18%
IA
631
IFP Advisors
Florida
$1.91M +$138K +1,661 +7%
WGCA
632
Wolf Group Capital Advisors
Virginia
$1.9M -$12K -144 -0.6%
CWM
633
Concentric Wealth Management
California
$1.9M +$11.2K +135 +0.5%
Jones Financial Companies
634
Jones Financial Companies
Missouri
$1.9M -$191K -2,295 -8%
AC
635
Arjuna Capital
North Carolina
$1.89M +$2.14M +25,823 New
SC
636
Sawyer & Company
Massachusetts
$1.85M +$49.7K +599 +2%
SF
637
Symphony Financial
Texas
$1.84M +$82.7K +996 +4%
BA
638
Baugh & Associates
Georgia
$1.84M -$2.91K -35 -0.1%
LPIC
639
LeJeune Puetz Investment Counsel
Michigan
$1.83M
WAM
640
Wolverine Asset Management
Illinois
$1.83M -$415K -5,000 -17%
SMC
641
Smith, Moore & Co
Missouri
$1.83M -$20.3K -244 -1%
VNIM
642
Vaughan Nelson Investment Management
Texas
$1.82M
SC
643
Schulhoff & Co
Ohio
$1.81M -$12.2K -147 -0.6%
EHC
644
Everett Harris & Co
California
$1.81M -$208K -2,500 -9%
AA
645
ALPS Advisors
Colorado
$1.8M -$75.4K -908 -4%
PAM
646
Panagora Asset Management
Massachusetts
$1.77M -$586K -7,057 -23%
NGA
647
Naples Global Advisors
Florida
$1.77M +$45.3K +546 +2%
SIC
648
Salem Investment Counselors
North Carolina
$1.76M
CC
649
Cypress Capital
Tennessee
$1.76M +$201K +2,418 +11%
TSWM
650
Triangle Securities Wealth Management
North Carolina
$1.76M -$16.2K -195 -0.8%

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.