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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
HSA
1001
HBK Sorce Advisory
Pennsylvania
$599K +$89.6K +1,079 +15%
BFA
1002
Beacon Financial Advisory
Ohio
$597K -$8.3K -100 -1%
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$596K +$166 +2 +0%
OPS
1004
Orion Portfolio Solutions
Nebraska
$596K +$64.1K +772 +10%
LSA
1005
Leonteq Securities AG
Switzerland
$593K +$78.1K +940 +13%
TMAM
1006
Tokio Marine Asset Management
Japan
$592K +$101K +1,213 +18%
BMA
1007
Brooks Moore & Associates
Tennessee
$590K -$5.81K -70 -0.9%
FHA
1008
Flagship Harbor Advisors
Massachusetts
$590K +$159K +1,920 +31%
CPA
1009
Court Place Advisors
Maryland
$587K -$16.6K -200 -2%
CIAS
1010
Capital Investment Advisory Services
North Carolina
$586K +$40.1K +483 +6%
MFC
1011
Mechanics Financial Corp
Ohio
$585K +$4.15K +50 +0.6%
HBT
1012
Hills Bank & Trust
Iowa
$582K -$56.5K -680 -8%
CNFG
1013
Creegan & Nassoura Financial Group
New Hampshire
$582K +$374K +4,500 +131%
TCM
1014
Telos Capital Management
California
$579K
WF
1015
Wayfinding Financial
Washington
$577K +$4.65K +56 +0.7%
HIC
1016
Holderness Investments Company
North Carolina
$576K
EBSAM
1017
Eubel Brady & Suttman Asset Management
Ohio
$574K +$5.9K +71 +0.9%
CCA
1018
Checchi Capital Advisers
California
$573K -$415 -5 -0.1%
ATPW
1019
Ashton Thomas Private Wealth
Arizona
$567K -$5.32K -64 -0.8%
PMA
1020
Prudent Man Advisors
Illinois
$567K +$35.9K +432 +6%
BAM
1021
Brave Asset Management
New Jersey
$565K -$41.5K -500 -6%
MFS
1022
Mirabella Financial Services
United Kingdom
$561K +$628K +7,556 New
CPIG
1023
Chicago Partners Investment Group
Illinois
$558K -$6.64K -80 -1%
CAG
1024
Csenge Advisory Group
Florida
$553K -$32.7K -394 -5%
GIP
1025
Granite Investment Partners
California
$553K

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.