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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
FAM
801
Formidable Asset Management
Ohio
$1.06M +$1.74K +21 +0.2%
AW
802
Alaethes Wealth
Nevada
$1.06M +$47K +566 +4%
TBNY
803
Trustco Bank (New York)
New York
$1.05M -$17.7K -213 -1%
PG
804
Patten Group
Tennessee
$1.05M +$64.1K +772 +6%
AUB
805
Atlantic Union Bankshares
Virginia
$1.05M -$57.6K -693 -5%
PAMG
806
Patton Albertson Miller Group
Tennessee
$1.04M -$332 -4 -0%
SP
807
Symmetry Partners
Connecticut
$1.04M -$223K -2,684 -16%
JWCA
808
J.W. Coons Advisors
Ohio
$1.04M +$83.1K +1,000 +8%
GWM
809
GSB Wealth Management
Connecticut
$1.04M +$2.74K +33 +0.2%
RC
810
RegentAtlantic Capital
New Jersey
$1.04M -$286K -3,441 -20%
RBC
811
Romano Brothers & Co
Illinois
$1.04M +$1.18M +14,155 New
BBVA
812
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M -$4.08M -49,148 -78%
NB
813
NBT Bank
New York
$1.03M -$2.91K -35 -0.2%
FNFDCM
814
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.03M +$14.5K +174 +1%
TCOT
815
Trust Company of Toledo
Ohio
$1.03M +$246K +2,956 +27%
MP
816
McDonald Partners
Ohio
$1.03M -$33.3K -401 -3%
VI
817
Vestcor Inc
New Brunswick, Canada
$1.02M -$921K -11,090 -44%
AC
818
Abbrea Capital
California
$1.02M -$33K -397 -3%
ST
819
Smithfield Trust
Pennsylvania
$1.02M -$34.1K -410 -3%
SPC
820
Sigma Planning Corp
Michigan
$1.01M -$97.5K -1,174 -8%
VCA
821
Verdence Capital Advisors
Maryland
$1.01M +$747 +9 +0.1%
RBFC
822
Roman Butler Fullerton & Co
Missouri
$1M +$250K +3,009 +30%
Nomura Holdings
823
Nomura Holdings
Japan
$998K +$29.8K +359 +3%
Aristotle Capital Management
824
Aristotle Capital Management
California
$996K
PI
825
Pettee Investors
Connecticut
$994K -$72.7K -875 -6%

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.