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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
4WM
776
44 Wealth Management
Oregon
$1.18M +$56.6K +682 +4%
GW
777
GW & Wade
Massachusetts
$1.18M -$16.8K -202 -1%
HIM
778
Hotaling Investment Management
Pennsylvania
$1.17M +$53.5K +644 +4%
VF
779
Virtu Financial
New York
$1.17M +$1.33M +15,990 New
SCM
780
Stonebridge Capital Management
California
$1.17M -$178K -2,149 -12%
AIC
781
Argus Investors Counsel
New York
$1.17M -$415K -5,000 -24%
MPPW
782
Mitchell & Pahl Private Wealth
Oklahoma
$1.16M +$73.7K +887 +6%
AIA
783
AIMZ Investment Advisors
California
$1.15M +$249 +3 +0%
MMHP
784
Murphy Middleton Hinkle & Parker
Georgia
$1.15M -$16.3K -196 -1%
TFS
785
TrustCore Financial Services
Tennessee
$1.14M +$18.2K +219 +1%
NME
786
Notis-McConarty Edward
$1.13M -$45.3K -546 -3%
DSC
787
Duncker Streett & Co
Missouri
$1.13M +$83 +1 +0%
DT
788
Diversified Trust
Tennessee
$1.13M +$396K +4,765 +45%
MCAI
789
Members Capital Advisors Inc
Wisconsin
$1.13M
SIG
790
Stonegate Investment Group
Alabama
$1.11M -$198K -2,385 -14%
BFO
791
Biltmore Family Office
North Carolina
$1.11M +$4.9K +59 +0.4%
PWM
792
Perigon Wealth Management
California
$1.1M +$24.3K +292 +2%
KLC
793
Knowledge Leaders Capital
Colorado
$1.09M -$68.4K -824 -5%
RSWM
794
Robertson Stephens Wealth Management
California
$1.09M -$354K -4,263 -22%
MS
795
Maven Securities
Jersey
$1.08M +$876K +10,553 +251%
DFA
796
Delta Financial Advisors
Louisiana
$1.07M +$4.32K +52 +0.4%
MJP
797
Michael J. Puzo
$1.07M
SHFA
798
SS&H Financial Advisors
Michigan
$1.07M
EF
799
Empirical Finance
Pennsylvania
$1.07M +$200K +2,411 +20%
MCM
800
Mill Capital Management
North Carolina
$1.06M -$12.9K -155 -1%

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.