We are live on ! Find out more
EMR icon

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
AAIM
1051
Asset Advisors Investment Management
Georgia
$513K
PCA
1052
Personal Capital Advisors
California
$512K +$25.3K +305 +5%
IP
1053
Investment Partners
Ohio
$510K +$290K +3,489 +100%
ATC
1054
Adirondack Trust Company
New York
$509K +$63.3K +762 +12%
GIM
1055
Guardian Investment Management
California
$506K -$256K -3,083 -31%
WA1
1056
Wimmer Associates 1
California
$505K -$14.5K -175 -3%
FWIA
1057
Fort Washington Investment Advisors
Ohio
$502K
VFA
1058
Valeo Financial Advisors
Indiana
$501K -$89.9K -1,082 -14%
WI
1059
Wahed Invest
New York
$500K +$42.2K +508 +8%
Fisher Asset Management
1060
Fisher Asset Management
Washington
$499K +$50.5K +608 +10%
VCAM
1061
Van Cleef Asset Management
Ohio
$498K -$6.23K -75 -1%
CS
1062
Cannell & Spears
New York
$498K
BCFD
1063
Boit C.F. David
$498K +$565K +6,800 New
SWM
1064
Spire Wealth Management
Virginia
$497K -$79.6K -958 -12%
FCBT
1065
First Citizens Bank & Trust
North Carolina
$492K -$27K -325 -5%
RFG
1066
Range Financial Group
Oregon
$492K +$6.15K +74 +1%
O
1067
Ossiam
France
$491K +$94.8K +1,141 +21%
CC
1068
Chicago Capital
Illinois
$489K +$3.24K +39 +0.6%
SC
1069
Savant Capital
Illinois
$487K -$36K -433 -6%
SSC
1070
Syverson Strege & Co
Iowa
$486K +$166 +2 +0%
BOPW
1071
Brandywine Oak Private Wealth
Pennsylvania
$484K -$201K -2,417 -27%
RCWM
1072
Royal Capital Wealth Management
Indiana
$484K
JE
1073
JMAC Enterprises
Pennsylvania
$483K
MMG
1074
Monetary Management Group
Missouri
$483K
CW
1075
CreativeOne Wealth
Kansas
$477K +$15.1K +182 +3%

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.