We are live on ! Find out more
EMR icon

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
FLPIM
1076
F.L. Putnam Investment Management
Massachusetts
$603K -$180 -2 -0%
CGL
1077
Clarius Group LLC
Washington
$603K +$20.6K +229 +4%
KA
1078
KLCM Advisors
Wisconsin
$602K -$90 -1 -0%
LCM
1079
Liberty Capital Management
Michigan
$602K
SIM
1080
Sentry Investment Management
Wisconsin
$602K +$201K +2,241 +56%
GC
1081
Gilbert & Cook
Iowa
$601K +$262K +2,914 +87%
JIC
1082
Joel Isaacson & Co
New York
$600K -$80.6K -897 -13%
GI
1083
GAMCO Investors
Connecticut
$600K +$73.4K +817 +15%
BIAS
1084
Beacon Investment Advisory Services
New Jersey
$600K
PB
1085
Pinnacle Bancorp
Nebraska
$599K
LF
1086
LifeSteps Financial
California
$598K +$180K +2,000 +47%
AGP
1087
Autumn Glory Partners
Texas
$596K +$558K +6,208 New
MNBTD
1088
Moody National Bank Trust Division
Texas
$596K -$4.67K -52 -0.8%
FNB
1089
Farmers National Bank
Kentucky
$595K -$6.29K -70 -1%
LCM
1090
LCM Capital Management
Illinois
$591K +$2.34K +26 +0.4%
SLT
1091
St Louis Trust
Missouri
$589K +$43.7K +486 +9%
1IA
1092
1834 Investment Advisors
Wisconsin
$589K
BFS
1093
Bard Financial Services
Connecticut
$589K +$59.8K +665 +12%
CCA
1094
Cottonwood Capital Advisors
Utah
$589K -$180 -2 -0%
SC
1095
Searle & Co
Connecticut
$588K
FFM
1096
Forum Financial Management
Illinois
$588K -$34.6K -385 -6%
SSC
1097
Syverson Strege & Co
Iowa
$587K -$47.4K -527 -8%
PFA
1098
Pathway Financial Advisors
Vermont
$583K
HCA
1099
Harbour Capital Advisors
Virginia
$580K
OHWA
1100
Oak Hill Wealth Advisors
Virginia
$580K +$543K +6,036 New

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.