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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
FNBTCON
676
First National Bank & Trust Co of Newtown
Pennsylvania
$1.96M
SB
677
Simmons Bank
Arkansas
$1.96M -$8.36K -93 -0.5%
PFA
678
Pathway Financial Advisers
Indiana
$1.96M +$1.83M +20,389 New
IA
679
IFP Advisors
Florida
$1.96M +$60.9K +677 +3%
HSA
680
HBK Sorce Advisory
Pennsylvania
$1.95M +$1.09M +12,137 +148%
BFA
681
Buttonwood Financial Advisors
Maryland
$1.95M -$17.2K -191 -0.9%
CIC
682
Crawford Investment Counsel
Georgia
$1.95M +$24.6K +274 +1%
BO
683
Bank OZK
Arkansas
$1.94M -$21.9K -244 -1%
PWM
684
Perigon Wealth Management
California
$1.94M +$468K +5,202 +35%
KLC
685
Knowledge Leaders Capital
Colorado
$1.93M +$471K +5,245 +35%
SCA
686
Snowden Capital Advisors
New York
$1.92M +$38.7K +431 +2%
MCIA
687
Mountain Capital Investment Advisors
Colorado
$1.91M +$253K +2,815 +17%
KNW
688
Kesler Norman & Wride
Utah
$1.9M +$702K +7,811 +65%
CT
689
Cambridge Trust
Massachusetts
$1.9M -$91.1K -1,013 -5%
SFG
690
Summit Financial Group
West Virginia
$1.89M
EDRH
691
Edmond de Rothschild Holding
Switzerland
$1.88M -$883K -9,826 -33%
KPWS
692
Kestra Private Wealth Services
Texas
$1.88M +$255K +2,840 +17%
BEI
693
Benjamin Edwards Inc
Missouri
$1.88M +$87.8K +977 +5%
AMIM
694
Aull & Monroe Investment Management
Alabama
$1.88M -$4.5K -50 -0.3%
AIM
695
Anchor Investment Management
South Carolina
$1.87M +$68.9K +767 +4%
IMOV
696
Investment Management of Virginia
Virginia
$1.87M -$18K -200 -1%
CCA
697
Cobblestone Capital Advisors
New York
$1.87M -$146K -1,620 -8%
4WM
698
44 Wealth Management
Oregon
$1.86M +$293K +3,258 +20%
NIM
699
Northeast Investment Management
Massachusetts
$1.86M +$14.8K +165 +0.9%
FWTB
700
First Western Trust Bank
Colorado
$1.86M -$449 -5 -0%

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.