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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
YIA
951
YHB Investment Advisors
Connecticut
$666K
JAG
952
Journey Advisory Group
Kentucky
$665K
ZCM
953
Ziegler Capital Management
Illinois
$663K -$80K -963 -10%
DWA
954
Douglass Winthrop Advisors
New York
$662K -$40.1K -483 -5%
BC
955
Barrett & Company
Rhode Island
$661K +$571K +6,880 New
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$660K +$2.99K +36 +0.4%
WMSA
957
Weiss Multi-Strategy Advisers
New York
$659K -$1.64M -19,726 -69%
MSFS
958
Main Street Financial Solutions
Pennsylvania
$659K +$5.32K +64 +0.7%
LC
959
LCNB Corp
Ohio
$659K +$63.6K +766 +9%
E
960
Ergoteles
New York
$658K -$503K -6,059 -40%
WI
961
Wintrust Investments
Illinois
$658K -$17.4K -209 -2%
CWM
962
CIBC World Markets
New York
$657K -$2.7M -32,495 -78%
PFBT
963
Parkside Financial Bank & Trust
Missouri
$657K -$1.99K -24 -0.3%
FNBOO
964
First National Bank of Omaha
Nebraska
$655K -$291K -3,500 -28%
CAAS
965
Capital Asset Advisory Services
Michigan
$655K +$304K +3,658 +69%
GLLW
966
Graves Light Lenhart Wealth
Virginia
$654K
WS
967
Wedbush Securities
California
$652K -$191K -2,304 -21%
ACS
968
Archford Capital Strategies
Illinois
$651K -$12.6K -152 -2%
MGP
969
Metis Global Partners
California
$649K +$166 +2 +0%
HT
970
Heritage Trust
Oklahoma
$647K -$8.06K -97 -1%
AAS
971
Ameritas Advisory Services
Nebraska
$643K +$8.22K +99 +1%
AWM
972
Aries Wealth Management
Maine
$642K +$3.57K +43 +0.6%
CG
973
Caprock Group
Idaho
$637K -$146K -1,757 -17%
WPW
974
Waldron Private Wealth
Pennsylvania
$636K -$3.32K -40 -0.5%
WA
975
Wambolt & Associates
Colorado
$635K

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.