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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
SIG
851
Sargent Investment Group
Maryland
$1.17M +$90.8K +1,010 +9%
EGA
852
E&G Advisors
Texas
$1.17M
AAM
853
Autus Asset Management
Arizona
$1.16M
SDIC
854
South Dakota Investment Council
South Dakota
$1.16M
APP
855
Avantax Planning Partners
Iowa
$1.16M -$114K -1,265 -10%
JMFC
856
J.M. Forbes & Co
Massachusetts
$1.15M
WTA
857
Washington Trust Advisors
Massachusetts
$1.15M -$27.7K -308 -3%
MSAM
858
Moloney Securities Asset Management
Missouri
$1.14M +$15K +167 +1%
NSAM
859
North Star Asset Management
Wisconsin
$1.13M +$45.9K +511 +5%
FMWA
860
Forvis Mazars Wealth Advisors
Missouri
$1.13M -$9.35K -104 -0.9%
IIL
861
Insight Inv LLC
California
$1.13M -$5.39K -60 -0.5%
ERIM
862
Eagle Ridge Investment Management
Connecticut
$1.12M
JGIA
863
Jackson Grant Investment Advisers
Connecticut
$1.12M +$899 +10 +0.1%
VIA
864
Vident Investment Advisory
Georgia
$1.12M +$155K +1,724 +17%
FFWA
865
FRG Family Wealth Advisors
Washington
$1.11M
SFSG
866
Sound Financial Strategies Group
Mississippi
$1.11M +$1.04M +11,569 New
CAM
867
Columbia Asset Management
Michigan
$1.11M +$180 +2 +0%
S
868
SignatureFD
Georgia
$1.11M +$34.9K +388 +3%
TYCC
869
Texas Yale Capital Corp
Florida
$1.11M
SBIA
870
Sheaff Brock Investment Advisors
Indiana
$1.1M +$23.8K +265 +2%
AIM
871
Allen Investment Management
New York
$1.1M -$23.3K -259 -2%
CG
872
Caprock Group
Idaho
$1.1M +$249K +2,765 +32%
PHS
873
Pekin Hardy Strauss
Illinois
$1.1M -$3.15K -35 -0.3%
DP
874
Dearborn Partners
Illinois
$1.1M +$27.7K +308 +3%
SFA
875
Sequoia Financial Advisors
Ohio
$1.1M +$255K +2,835 +33%

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.