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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
WGCA
626
Wolf Group Capital Advisors
Virginia
$2.34M -$148K -1,646 -6%
CM
627
Capula Management
Cayman Islands
$2.32M -$2.48M -27,569 -53%
OAM
628
Occidental Asset Management
California
$2.32M +$43.4K +483 +2%
WPC
629
White Pine Capital
Minnesota
$2.31M +$431K +4,795 +25%
API
630
Advisor Partners II
California
$2.3M +$399K +4,435 +23%
SMC
631
Smith, Moore & Co
Missouri
$2.29M -$101K -1,123 -4%
OIA
632
OneDigital Investment Advisors
Kansas
$2.28M +$659K +7,334 +45%
SLA
633
Silver Lake Advisory
Utah
$2.27M +$4.41K +49 +0.2%
DWMS
634
Dominguez Wealth Management Solutions
Virginia
$2.27M +$2.12M +23,602 New
ECM
635
EagleClaw Capital Management
Massachusetts
$2.27M +$13.5K +150 +0.6%
MA
636
Mutual Advisors
Nebraska
$2.27M +$104K +1,157 +5%
GWA
637
Gibson Wealth Advisors
Texas
$2.27M +$2.23M +24,800 +6,200%
TSWM
638
Triangle Securities Wealth Management
North Carolina
$2.26M -$36.7K -408 -2%
MBTD
639
Mechanics Bank - Trust Department
California
$2.26M -$35.1K -390 -2%
AA
640
ALPS Advisors
Colorado
$2.26M -$90.1K -1,002 -4%
CT
641
Coastline Trust
Rhode Island
$2.26M -$35.1K -390 -2%
HI
642
Hoey Investments
Pennsylvania
$2.24M -$292K -3,245 -12%
LIM
643
Loudon Investment Management
New Hampshire
$2.24M
EHC
644
Everett Harris & Co
California
$2.22M -$144K -1,600 -6%
NGA
645
Naples Global Advisors
Florida
$2.21M -$100K -1,115 -5%
CI
646
Centerstone Investors
New York
$2.21M +$42.3K +470 +2%
SIC
647
Shoker Investment Counsel
Ohio
$2.21M +$54K +601 +3%
JCM
648
Jacobi Capital Management
Pennsylvania
$2.21M -$5.66K -63 -0.3%
CIA
649
Choate Investment Advisors
Massachusetts
$2.2M +$31.5K +350 +2%
ST
650
Spinnaker Trust
Maine
$2.19M -$23.7K -264 -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.