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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
CAI
926
Capital Advisors Inc
Oklahoma
$732K -$47.8K -575 -6%
6F
927
626 Financial
Michigan
$726K
WW
928
Waterfront Wealth
Kansas
$726K +$117K +1,411 +20%
IGGA
929
Iron Gate Global Advisors
Utah
$716K
LWCFA
930
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$711K
IP
931
Intellectus Partners
California
$709K +$6.48K +78 +0.8%
FNBOSM
932
First National Bank of South Miami
Florida
$708K -$45.8K -551 -5%
GAM
933
Griffin Asset Management
New York
$707K -$2.91K -35 -0.4%
Carson Wealth (CWM LLC)
934
Carson Wealth (CWM LLC)
Nebraska
$705K +$53K +638 +7%
LAM
935
LifePro Asset Management
California
$702K -$12.2K -147 -2%
SIP
936
Stoneridge Investment Partners
Pennsylvania
$701K
ECM
937
Everence Capital Management
Indiana
$700K
LWAC
938
Laurel Wealth Advisors (California)
California
$699K +$71.9K +866 +10%
BFO
939
Boston Family Office
Massachusetts
$694K -$18.7K -225 -2%
PWMAG
940
Pinnacle Wealth Management Advisory Group
New Jersey
$693K -$7.81K -94 -1%
MAM
941
Martingale Asset Management
Massachusetts
$693K -$2.08K -25 -0.3%
TBA
942
Tower Bridge Advisors
Pennsylvania
$687K
KFS
943
Kurt F. Somerville
$681K
CCM
944
Cohen Capital Management
California
$680K
Group One Trading
945
Group One Trading
Illinois
$678K -$3.08M -37,125 -80%
SWM
946
Stockman Wealth Management
Montana
$678K -$139K -1,670 -15%
SFO
947
Stokes Family Office
Louisiana
$678K +$180K +2,172 +31%
CTFG
948
Capstone Triton Financial Group
Oklahoma
$676K +$37K +446 +5%
BCA
949
Bay Colony Advisors
Massachusetts
$669K -$377K -4,536 -33%
ACP
950
Ashfield Capital Partners
California
$668K

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.