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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
PCS
1051
Personal CFO Solutions
New Jersey
$643K +$72.1K +802 +14%
CC
1052
Chicago Capital
Illinois
$642K
VCAM
1053
Van Cleef Asset Management
Ohio
$638K -$14.7K -163 -2%
DF
1054
Donoghue Forlines
Massachusetts
$636K +$596K +6,625 New
WPW
1055
Waldron Private Wealth
Pennsylvania
$636K
JE
1056
JMAC Enterprises
Pennsylvania
$634K
GCM
1057
Gallacher Capital Management
Colorado
$632K +$591K +6,580 New
RCWM
1058
Royal Capital Wealth Management
Indiana
$632K -$2.43K -27 -0.4%
PA
1059
Profund Advisors
Maryland
$632K +$123K +1,370 +26%
UAS
1060
United Asset Strategies
New York
$626K +$57.4K +639 +11%
FMAEN1
1061
Fund Management at Engine No 1
California
$625K +$74.2K +825 +15%
HHAA
1062
Henry H. Armstrong Associates
Pennsylvania
$623K
LCS
1063
Levin Capital Strategies
New York
$612K
DLA
1064
Douglas Lane & Associates
New York
$612K -$3.87K -43 -0.7%
FFP
1065
FourThought Financial Partners
Florida
$611K +$572K +6,364 New
DPIM
1066
Duff & Phelps Investment Management
Illinois
$609K
CA
1067
Claro Advisors
Massachusetts
$608K +$192K +2,131 +51%
FFN
1068
Focus Financial Network
Minnesota
$608K +$221K +2,455 +63%
FAN
1069
Financial Advisors Network
California
$608K -$1.62K -18 -0.3%
GSB
1070
Greenfield Savings Bank
Massachusetts
$606K
HWMG
1071
Hurlow Wealth Management Group
Indiana
$606K +$1.62K +18 +0.3%
GAAM
1072
Guinness Atkinson Asset Management
California
$605K -$6.02K -67 -1%
GIM
1073
Goelzer Investment Management
Indiana
$605K
RC
1074
Rovin Capital
Arizona
$604K -$11.6K -129 -2%
CWA
1075
Clearview Wealth Advisors
Oregon
$604K -$2.25K -25 -0.4%

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.