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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
Principal Financial Group
76
Principal Financial Group
Iowa
$69.2M -$1.6M -17,777 -2%
DnB Asset Management
77
DnB Asset Management
Norway
$66.4M -$2.56M -28,527 -4%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$65.9M -$4.55M -50,618 -7%
Capital Research Global Investors
79
Capital Research Global Investors
California
$65.7M
Prudential Financial
80
Prudential Financial
New Jersey
$65.6M -$10.1M -112,905 -14%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$64.7M -$1.23M -13,730 -2%
Swedbank
82
Swedbank
Sweden
$63.5M +$69.9K +778 +0.1%
M&T Bank
83
M&T Bank
New York
$62.8M +$4.06M +45,170 +7%
RJA
84
Raymond James & Associates
Florida
$62M +$1.2M +13,401 +2%
CVA
85
Ceredex Value Advisors
Florida
$60.8M +$56.9M +633,196 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$60.3M +$343K +3,813 +0.6%
BIP
87
Brandes Investment Partners
California
$59.6M -$8.37M -93,073 -13%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$59.2M -$820K -9,121 -1%
Franklin Resources
89
Franklin Resources
California
$57.9M -$14.5M -161,797 -21%
Citadel Advisors
90
Citadel Advisors
Florida
$56.2M -$29.9M -332,269 -36%
KeyBank National Association
91
KeyBank National Association
Ohio
$56M -$628K -6,986 -1%
Victory Capital Management
92
Victory Capital Management
Texas
$55M -$21.9M -243,872 -30%
CG
93
Carmignac Gestion
France
$54.3M +$50.8M +565,395 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$54.2M +$1.21M +13,411 +2%
Cerity Partners
95
Cerity Partners
New York
$53.3M +$22.6M +251,489 +84%
Canada Life
96
Canada Life
Manitoba, Canada
$53.1M -$1.52M -16,881 -3%
Retirement Systems of Alabama
97
Retirement Systems of Alabama
Alabama
$53.1M -$626K -6,968 -1%
Axa
98
Axa
France
$52.6M -$6.46M -71,872 -12%
LPL Financial
99
LPL Financial
California
$52.3M +$4.05M +45,060 +9%
ClearBridge Investments
100
ClearBridge Investments
New York
$51.3M +$15.7M +175,098 +49%

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.