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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
RMCM
976
Reynders McVeigh Capital Management
Massachusetts
$635K +$10K +121 +1%
DMBA
977
Deseret Mutual Benefit Administrators
Utah
$634K -$260K -3,129 -27%
ZIC
978
ZWJ Investment Counsel
Georgia
$632K -$8.3K -100 -1%
VIA
979
Vident Investment Advisory
Georgia
$631K +$79.1K +952 +11%
SFA
980
Sequoia Financial Advisors
Ohio
$629K -$72.7K -875 -9%
VA
981
Valmark Advisers
Ohio
$628K -$30.6K -369 -4%
VAM
982
Verity Asset Management
North Carolina
$625K +$709K +8,538 New
IWM
983
IHT Wealth Management
Illinois
$625K +$65.7K +791 +10%
MLL
984
Moody Lynn & Lieberson
Massachusetts
$624K
RIG
985
Roosevelt Investment Group
New York
$623K +$249 +3 +0%
AL
986
ADE LLC
Maryland
$622K
MA
987
Montag & Associates
Georgia
$618K -$133K -1,600 -16%
SFG
988
SevenBridge Financial Group
Pennsylvania
$618K +$104K +1,257 +17%
WWM
989
Western Wealth Management
Colorado
$617K +$300K +3,609 +75%
VWA
990
V Wealth Advisors
Kansas
$615K -$73.7K -887 -10%
CWP
991
Concord Wealth Partners
Virginia
$611K +$9.88K +119 +1%
CFFP
992
Center for Financial Planning
Michigan
$609K
DGAM
993
Desjardins Global Asset Management
Quebec, Canada
$609K
JCM
994
Jag Capital Management
Missouri
$609K +$16.8K +202 +2%
ANTB
995
AMG National Trust Bank
Colorado
$605K +$5.48K +66 +0.8%
SBL
996
Sargent Bickham Lagudis
Colorado
$604K -$35.3K -425 -5%
HW
997
Hancock Whitney
Mississippi
$603K -$55.6K -670 -8%
HWA
998
Heritage Wealth Advisors
Virginia
$602K -$9.63K -116 -1%
HCM
999
HM Capital Management
Missouri
$602K
AWM
1000
Adams Wealth Management
Utah
$599K -$45.8K -551 -6%

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.