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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
OTPPB
651
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M +$854K +9,498 +72%
PFSC
652
Peoples Financial Services Corp
Pennsylvania
$2.17M -$25.1K -279 -1%
CWM
653
Compass Wealth Management
Connecticut
$2.15M +$2.01M +22,375 New
WDC
654
Woodward Diversified Capital
California
$2.15M -$27.1K -302 -1%
GCC
655
Guardian Capital (Canada)
Ontario, Canada
$2.14M +$306K +3,400 +18%
HA
656
Hamel Associates
New Jersey
$2.13M -$73.7K -820 -4%
SIC
657
Salem Investment Counselors
North Carolina
$2.12M -$187K -2,084 -9%
SFG
658
Sather Financial Group
Texas
$2.08M +$1.95M +21,705 New
HCM
659
Hall Capital Management
Rhode Island
$2.08M -$69.3K -771 -3%
MCM
660
MAI Capital Management
Ohio
$2.06M +$177K +1,972 +10%
KIC
661
Kensington Investment Counsel
California
$2.06M +$28.6K +318 +2%
WOC
662
West Oak Capital
California
$2.06M +$70.6K +785 +4%
GT
663
Greenleaf Trust
Michigan
$2.05M -$2.29M -25,455 -54%
SWP
664
Stratos Wealth Partners
Ohio
$2.05M -$25.7K -286 -1%
AFM
665
Abbot Financial Management
Massachusetts
$2.04M -$155K -1,725 -8%
KRSITF
666
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.04M
OBGC
667
O'Brien Greene & Co
Pennsylvania
$2.03M -$3.86M -42,932 -67%
FFG
668
Fortem Financial Group
California
$2.03M +$129K +1,437 +7%
HCP
669
Holt Capital Partners
Texas
$2.01M -$61.2K -681 -3%
SXL
670
Summit X LLC
Missouri
$2M -$88.6K -986 -4%
CFGS
671
Concourse Financial Group Securities
Alabama
$1.99M +$45.9K +511 +3%
MCA
672
MSH Capital Advisors
Arizona
$1.98M -$75.5K -840 -4%
CIS
673
Connors Investor Services
Pennsylvania
$1.98M +$144K +1,600 +8%
LFAS
674
Level Four Advisory Services
Texas
$1.98M -$42.3K -471 -2%
TPA
675
Trivium Point Advisory
Connecticut
$1.98M +$9.26K +103 +0.5%

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.