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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
FFM
1076
Forum Financial Management
Illinois
$476K -$2.24K -27 -0.4%
HHAA
1077
Henry H. Armstrong Associates
Pennsylvania
$475K
HCA
1078
Harbour Capital Advisors
Virginia
$473K
WSCM
1079
Wellington Shields Capital Management
New York
$472K +$20.8K +250 +4%
RC
1080
Rovin Capital
Arizona
$469K -$6.73K -81 -1%
DLA
1081
Douglas Lane & Associates
New York
$469K
LCS
1082
Levin Capital Strategies
New York
$467K
BC
1083
Bridgefront Capital
Texas
$467K +$530K +6,380 New
GAAM
1084
Guinness Atkinson Asset Management
California
$466K +$529K +6,370 New
FAN
1085
Financial Advisors Network
California
$465K -$1.91K -23 -0.4%
TL
1086
Tradewinds LLC
North Carolina
$465K +$1.91K +23 +0.4%
AF
1087
Advisornet Financial
Minnesota
$464K -$15.5K -187 -3%
DPIM
1088
Duff & Phelps Investment Management
Illinois
$464K
GSB
1089
Greenfield Savings Bank
Massachusetts
$462K -$5.98K -72 -1%
AWA
1090
Alta Wealth Advisors
Massachusetts
$462K +$12.5K +150 +2%
CWA
1091
Clearview Wealth Advisors
Oregon
$462K +$17.8K +214 +4%
HWMG
1092
Hurlow Wealth Management Group
Indiana
$461K -$6.23K -75 -1%
GIM
1093
Goelzer Investment Management
Indiana
$461K +$13.1K +158 +3%
FLPIM
1094
F.L. Putnam Investment Management
Massachusetts
$460K -$6.23K -75 -1%
LCM
1095
Liberty Capital Management
Michigan
$459K -$9.3K -112 -2%
KA
1096
KLCM Advisors
Wisconsin
$459K
MNBTD
1097
Moody National Bank Trust Division
Texas
$459K
FNB
1098
Farmers National Bank
Kentucky
$459K -$21.8K -263 -4%
PA
1099
Procyon Advisors
Connecticut
$458K +$33K +397 +7%
FFA
1100
First Foundation Advisors
California
$457K -$78.2K -941 -13%

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.