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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
BEI
726
Benjamin Edwards Inc
Missouri
$1.36M +$56.7K +683 +4%
MCIA
727
Mountain Capital Investment Advisors
Colorado
$1.36M -$4.4K -53 -0.3%
NL
728
NWAM LLC
Washington
$1.35M -$9.05K -109 -0.6%
WC
729
Westhampton Capital
North Carolina
$1.35M +$12.5K +150 +0.8%
WAP
730
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$52.4K +631 +4%
BSA
731
Bull Street Advisors
Georgia
$1.34M +$3.07K +37 +0.2%
RMDI
732
R.M. Davis Inc
Maine
$1.34M -$153K -1,846 -9%
CCT
733
Capital City Trust
Florida
$1.33M +$27.2K +328 +2%
WHG
734
Westwood Holdings Group
Texas
$1.33M -$95.5K -1,150 -6%
TF
735
Tompkins Financial
New York
$1.33M
CK
736
Cohen Klingenstein
New York
$1.33M
ACM
737
Advisors Capital Management
New Jersey
$1.33M +$725K +8,731 +164%
DAS
738
Dynamic Advisor Solutions
Arizona
$1.33M +$38K +458 +3%
ACM
739
Allred Capital Management
Texas
$1.32M +$2.24K +27 +0.1%
PFC
740
Poplar Forest Capital
California
$1.32M
HKAM
741
Horizon Kinetics Asset Management
New York
$1.31M +$66.4K +800 +5%
SVWAG
742
Sound View Wealth Advisors Group
Georgia
$1.31M +$9.38K +113 +0.6%
PMG
743
ProVise Management Group
Florida
$1.3M -$38.2K -460 -3%
CANY
744
Caxton Associates (New York)
New York
$1.3M +$1.14M +13,668 +333%
KIA
745
KCM Investment Advisors
California
$1.29M +$7.97K +96 +0.5%
HFM
746
Hartford Financial Management
Connecticut
$1.29M
HWAM
747
Hennion & Walsh Asset Management
New Jersey
$1.28M +$142K +1,713 +11%
WCM
748
Wisconsin Capital Management
Wisconsin
$1.27M -$63.4K -763 -4%
MWAM
749
Manhattan West Asset Management
California
$1.27M +$201K +2,425 +16%
IC
750
IEQ Capital
California
$1.27M +$354K +4,263 +33%

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.