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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
ACM
726
Allred Capital Management
Texas
$1.74M +$2.43K +27 +0.1%
PFC
727
Poplar Forest Capital
California
$1.73M
HKAM
728
Horizon Kinetics Asset Management
New York
$1.72M
LWCA
729
Locust Wood Capital Advisers
New York
$1.72M +$1.61M +17,900 New
CCT
730
Capital City Trust
Florida
$1.71M -$33.7K -375 -2%
HWAM
731
Hennion & Walsh Asset Management
New Jersey
$1.71M +$33K +367 +2%
BAMF
732
BI Asset Management Fondsmaeglerselskab
Denmark
$1.71M +$534K +5,941 +50%
DWT
733
Dorsey & Whitney Trust
South Dakota
$1.7M +$78.2K +870 +5%
PMG
734
ProVise Management Group
Florida
$1.7M -$8.27K -92 -0.5%
SWA
735
Stratos Wealth Advisors
Ohio
$1.7M +$367K +4,086 +30%
HFM
736
Hartford Financial Management
Connecticut
$1.69M
RMDI
737
R.M. Davis Inc
Maine
$1.69M -$63.6K -708 -4%
CIA
738
Cascade Investment Advisors
Oregon
$1.68M -$5.39K -60 -0.3%
GW
739
GW & Wade
Massachusetts
$1.67M +$114K +1,269 +8%
KIA
740
KCM Investment Advisors
California
$1.67M -$22.5K -250 -1%
RIM
741
Regent Investment Management
Kentucky
$1.65M
KWM
742
Kingsview Wealth Management
Oregon
$1.64M +$76.2K +848 +5%
NIG
743
NFJ Investment Group
Texas
$1.63M +$1.53M +17,016 New
CAAS
744
Capital Asset Advisory Services
Michigan
$1.62M +$698K +7,766 +87%
HVIA
745
Hudson Valley Investment Advisors
New York
$1.62M -$31.5K -350 -2%
FWM
746
Forza Wealth Management
Florida
$1.62M +$1.51M +16,828 New
PFG
747
Peterson Financial Group
Iowa
$1.61M -$860K -9,566 -36%
AAF
748
Andra AP-fonden
Sweden
$1.61M -$2.95M -32,800 -66%
RCI
749
RS Crum Inc
California
$1.61M +$1.23M +13,629 +430%
SCM
750
Silvant Capital Management
Georgia
$1.61M +$28.9K +321 +2%

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.