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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
RWA
1026
Ropes Wealth Advisors
Massachusetts
$552K
DCM
1027
Donaldson Capital Management
Indiana
$551K
PTC
1028
Philadelphia Trust Company
Pennsylvania
$549K -$95K -1,144 -13%
MHS
1029
M Holdings Securities
Oregon
$548K +$5.23K +63 +0.8%
CWM
1030
Chesapeake Wealth Management
Virginia
$545K -$359K -4,319 -37%
GIA
1031
Gladstone Institutional Advisory
Florida
$545K -$53.8K -648 -8%
CGPCS
1032
Capital Group Private Client Services
California
$541K
ST
1033
Sabal Trust
Florida
$535K +$17.4K +209 +3%
CI
1034
Cigna Investments
Connecticut
$534K -$27.2K -327 -4%
EB
1035
Eastern Bank
Massachusetts
$530K
TFF
1036
The Family Firm
Maryland
$530K +$166 +2 +0%
MFG
1037
MidWestOne Financial Group
Iowa
$526K
HFG
1038
Heron Financial Group
New York
$525K
JIC
1039
Joel Isaacson & Co
New York
$523K +$10.4K +125 +2%
AAM
1040
AR Asset Management
California
$522K
QCG
1041
Quadrant Capital Group
Ohio
$522K +$30.2K +364 +5%
GCP
1042
GSA Capital Partners
United Kingdom
$522K +$592K +7,126 New
OWP
1043
Obermeyer Wealth Partners
Colorado
$520K -$278K -3,346 -32%
GF
1044
Gabelli Funds
New York
$520K -$29.1K -350 -5%
MWM
1045
Meridian Wealth Management
Kentucky
$518K -$62.7K -755 -10%
MIC
1046
Meridian Investment Counsel
California
$518K
AIM
1047
Acropolis Investment Management
Missouri
$517K -$415 -5 -0.1%
RCAG
1048
Rehmann Capital Advisory Group
Michigan
$517K -$19.9K -240 -3%
MCM
1049
Manchester Capital Management
Vermont
$516K -$24.8K -298 -4%
HWA
1050
HHM Wealth Advisors
Tennessee
$515K -$82.9K -998 -12%

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.