Emerson Electric
1,864 hedge funds and large institutions have $42.8B invested in Emerson Electric in 2023 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 609 increasing their positions, 751 reducing their positions, and 111 closing their positions.
86% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 111
50% more call options, than puts
Call options by funds: $517M | Put options by funds: $343M
4% more funds holding
Funds holding: 1,799 → 1,864 (+65)
3.23% more ownership
Funds ownership: 73.89% → 77.12% (+3.2%)
3% more capital invested
Capital invested by funds: $41.3B → $42.8B (+$1.42B)
19% less repeat investments, than reductions
Existing positions increased: 609 | Existing positions reduced: 751
42% less funds holding in top 10
Funds holding in top 10: 24 → 14 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.21B |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$164M |
| 3 |
JP Morgan Chase
New York
|
+$144M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$143M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$193M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$156M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$153M |
| 4 |
Millennium Management
New York
|
-$90.3M |
| 5 |
Neuberger Berman Group
New York
|
-$77.8M |
EMR Hedge Fund Activity: Q4 2023 in Review
1,864 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2023, worth a combined $42.8B — up 3.4% from $41.3B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new EMR positions and 111 closed out — a net gain of 95 holders — while 609 added to existing stakes and 751 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.21B. The largest seller was Aberdeen Group, cutting an estimated $193M.
- 1,864 institutional investors held Emerson Electric (EMR) as of Q4 2023, up from 1,799 in Q3 2023.
- Funds reported $42.8B of Emerson Electric stock for Q4 2023, up 3.4% quarter-over-quarter.
- 206 funds opened new Emerson Electric positions in Q4 2023 and 111 closed out, a net change of +95 holders.
- The largest Emerson Electric buyer in Q4 2023 was Morgan Stanley, an estimated $1.21B added.
- The largest Emerson Electric seller in Q4 2023 was Aberdeen Group, an estimated $193M sold.
Based on aggregated 13F filings for Q4 2023.