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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
MBTD
651
Mechanics Bank - Trust Department
California
$1.75M -$3.32K -40 -0.2%
CT
652
Coastline Trust
Rhode Island
$1.75M +$6.89K +83 +0.3%
OAM
653
Occidental Asset Management
California
$1.74M +$98.3K +1,183 +5%
CFD
654
Creative Financial Designs
Indiana
$1.73M +$187K +2,254 +11%
SLA
655
Silver Lake Advisory
Utah
$1.73M -$9.63K -116 -0.5%
ECM
656
EagleClaw Capital Management
Massachusetts
$1.72M +$20.8K +250 +1%
VAS
657
Vestmark Advisory Solutions
Massachusetts
$1.71M -$301K -3,620 -13%
LIM
658
Loudon Investment Management
New Hampshire
$1.7M
ST
659
Spinnaker Trust
Maine
$1.69M -$1.66K -20 -0.1%
JCM
660
Jacobi Capital Management
Pennsylvania
$1.69M -$38.8K -467 -2%
HA
661
Hamel Associates
New Jersey
$1.69M -$29.5K -355 -2%
AFM
662
Abbot Financial Management
Massachusetts
$1.68M
PFSC
663
Peoples Financial Services Corp
Pennsylvania
$1.67M +$17.1K +206 +0.9%
PFS
664
Prospera Financial Services
Texas
$1.66M +$205K +2,471 +12%
WDC
665
Woodward Diversified Capital
California
$1.66M -$14.5K -175 -0.8%
CIA
666
Choate Investment Advisors
Massachusetts
$1.65M +$59.8K +720 +3%
BFA
667
Buttonwood Financial Advisors
Maryland
$1.65M +$119K +1,438 +8%
CI
668
Centerstone Investors
New York
$1.65M -$255K -3,076 -12%
JCM
669
Janney Capital Management
Pennsylvania
$1.65M -$10.8M -130,531 -85%
HCM
670
Hall Capital Management
Rhode Island
$1.64M -$23.4K -282 -1%
MA
671
Mutual Advisors
Nebraska
$1.64M +$572K +6,886 +44%
SIC
672
Shoker Investment Counsel
Ohio
$1.64M +$115K +1,382 +7%
BC
673
Brookfield Corp
Ontario, Canada
$1.62M +$1.84M +22,103 New
NMIMC
674
Northwestern Mutual Investment Management Company
Wisconsin
$1.61M -$387K -4,658 -17%
TPA
675
Trivium Point Advisory
Connecticut
$1.59M +$6.81K +82 +0.4%

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.