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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
JP Morgan Chase
51
JP Morgan Chase
New York
$139M +$1.95M +21,661 +2%
GAM
52
Guinness Asset Management
United Kingdom
$137M +$14.4M +160,610 +13%
Two Sigma Investments
53
Two Sigma Investments
New York
$136M +$26.2M +291,569 +26%
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$130M +$9.5M +105,709 +9%
Ameriprise
55
Ameriprise
Minnesota
$128M +$8.34M +92,767 +7%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$127M -$3.29M -36,564 -3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$124M +$16.8M +186,890 +17%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$122M -$69.3K -771 -0.1%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$122M +$5.71M +63,485 +5%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$121M -$30.7M -341,785 -21%
National Pension Service
61
National Pension Service
South Korea
$109M +$1.5M +16,725 +1%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$105M +$44.4M +493,807 +82%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$97.7M +$6.88M +76,576 +8%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$97.5M +$1.12M +12,443 +1%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$95M -$89M -990,023 -50%
Truist Financial
66
Truist Financial
North Carolina
$87.9M +$1M +11,151 +1%
CB
67
Commerce Bank
Missouri
$78.6M -$1.58M -17,588 -2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$77.7M +$1.96M +21,778 +3%
Allianz Asset Management
69
Allianz Asset Management
Germany
$77.4M -$8.46M -94,075 -10%
Holocene Advisors
70
Holocene Advisors
New York
$77.2M +$59.4M +660,397 +461%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$77M +$7.42M +82,544 +11%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$76.4M +$7.66M +85,197 +12%
CS
73
Candriam SCA
Luxembourg
$73.9M +$4.52M +50,236 +7%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$70.8M -$26.9M -299,497 -29%
ORIO
75
Old Republic International (ORI)
Illinois
$70.6M -$881K -9,800 -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.