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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
MBT
826
Montecito Bank & Trust
California
$1.25M -$6.74K -75 -0.6%
PIM
827
Penobscot Investment Management
Massachusetts
$1.24M
IRC
828
Investors Research Corp
Georgia
$1.24M +$6.02K +67 +0.5%
LNWWM
829
Laird Norton Wetherby Wealth Management
California
$1.23M +$45.9K +511 +4%
BCV
830
Banque Cantonale Vaudoise
Switzerland
$1.23M -$65.7K -731 -5%
CNC
831
Canandaigua National Corp
New York
$1.23M -$43.9K -488 -4%
QI
832
Qtron Investments
Massachusetts
$1.22M
WCM
833
Whitener Capital Management
North Carolina
$1.22M +$70.1K +780 +7%
VWM
834
Venturi Wealth Management
Texas
$1.22M -$53.5K -595 -4%
NDSI
835
Newman Dignan & Sheerar Inc
Rhode Island
$1.21M -$57.5K -640 -5%
JAG
836
Journey Advisory Group
Kentucky
$1.21M +$318K +3,536 +39%
TRCT
837
Tower Research Capital (TRC)
New York
$1.21M -$4.07M -45,255 -78%
FAM
838
Formidable Asset Management
Ohio
$1.21M +$1.71K +19 +0.2%
GIA
839
GHP Investment Advisors
Colorado
$1.21M -$17.1K -190 -1%
RWM
840
Ritholtz Wealth Management
New York
$1.21M +$656K +7,293 +138%
CIC
841
Cutler Investment Counsel
Oregon
$1.21M
MGWM
842
Marks Group Wealth Management
Minnesota
$1.21M
BOH
843
Bank of Hawaii
Hawaii
$1.2M -$41K -456 -4%
PHIC
844
Pine Haven Investment Counsel
Massachusetts
$1.2M +$30.1K +335 +3%
BTWM
845
Baker Tilly Wealth Management
Wisconsin
$1.2M -$94.1K -1,047 -8%
MAS
846
Meeder Advisory Services
Ohio
$1.2M +$1.12M +12,476 New
GWM
847
GSB Wealth Management
Connecticut
$1.19M -$155K -1,721 -12%
DC
848
Diametric Capital
Massachusetts
$1.19M +$1.12M +12,433 New
DIP
849
DT Investment Partners
Pennsylvania
$1.19M +$6.47K +72 +0.6%
AOWM
850
Alpha Omega Wealth Management
Virginia
$1.17M -$1.8K -20 -0.2%

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.