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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
RSWM
776
Robertson Stephens Wealth Management
California
$1.46M +$28.8K +320 +2%
BFO
777
Biltmore Family Office
North Carolina
$1.45M
PA
778
Parallel Advisors
California
$1.45M +$337K +3,753 +33%
NME
779
Notis-McConarty Edward
$1.45M -$32.9K -366 -2%
SAM
780
Shell Asset Management
Netherlands
$1.45M -$590K -6,567 -30%
SCM
781
Stonebridge Capital Management
California
$1.44M -$89.9K -1,000 -6%
MLA
782
MB, Levis & Associates
Pennsylvania
$1.43M +$1.34M +14,889 New
BWP
783
Baldwin Wealth Partners
Massachusetts
$1.43M +$142K +1,580 +12%
FNFDCM
784
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.42M +$63K +701 +5%
BBVA
785
Banco Bilbao Vizcaya Argentaria
Spain
$1.42M +$59.4K +661 +5%
MJP
786
Michael J. Puzo
$1.41M
AW
787
Alaethes Wealth
Nevada
$1.4M +$17.4K +194 +1%
SHFA
788
SS&H Financial Advisors
Michigan
$1.4M
CT
789
Chicago Trust
Illinois
$1.39M -$464K -5,166 -26%
DFA
790
Delta Financial Advisors
Louisiana
$1.39M -$16K -178 -1%
MCM
791
Mill Capital Management
North Carolina
$1.39M -$8.99K -100 -0.7%
AM
792
AGF Management
Ontario, Canada
$1.39M +$1.3M +14,445 New
TBNY
793
Trustco Bank (New York)
New York
$1.38M -$4.5K -50 -0.3%
AC
794
Abbrea Capital
California
$1.38M +$33.7K +375 +3%
MGP
795
Metis Global Partners
California
$1.38M +$495K +5,501 +62%
CI
796
CX Institutional
Indiana
$1.38M +$230K +2,554 +22%
LS
797
Livforsakringsbolaget Skandia
Sweden
$1.37M +$369K +4,100 +41%
RBC
798
Romano Brothers & Co
Illinois
$1.36M +$1.08K +12 +0.1%
BP
799
Ballentine Partners
Massachusetts
$1.36M +$275K +3,061 +28%
MP
800
McDonald Partners
Ohio
$1.35M +$4.67K +52 +0.4%

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.