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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
BIAS
1101
Beacon Investment Advisory Services
New Jersey
$457K
PB
1102
Pinnacle Bancorp
Nebraska
$457K
SLT
1103
St Louis Trust
Missouri
$454K -$38.5K -464 -8%
WT
1104
Washington Trust
Rhode Island
$454K -$2.24K -27 -0.4%
1IA
1105
1834 Investment Advisors
Wisconsin
$449K
CCA
1106
Cottonwood Capital Advisors
Utah
$449K +$3.24K +39 +0.6%
LCM
1107
LCM Capital Management
Illinois
$448K -$9.3K -112 -2%
KIC
1108
Keating Investment Counselors
Florida
$448K -$8.3K -100 -2%
SC
1109
Searle & Co
Connecticut
$448K
LIM
1110
Longfellow Investment Management
Massachusetts
$447K
PFA
1111
Pathway Financial Advisors
Vermont
$445K
BPWM
1112
Badgley Phelps Wealth Managers
Washington
$445K +$38.8K +467 +8%
TC
1113
Trust Company
Kansas
$443K +$14.1K +170 +3%
CGL
1114
Clarius Group LLC
Washington
$443K +$34.5K +415 +7%
SIM
1115
Stratos Investment Management
Ohio
$442K -$64.1K -772 -11%
CHAM
1116
Clear Harbor Asset Management
Connecticut
$442K
UH
1117
Unigestion Holding
Switzerland
$441K -$160K -1,926 -24%
FF
1118
FourThought Financial
Florida
$441K -$127K -1,534 -20%
EM
1119
Excalibur Management
Massachusetts
$440K
FL
1120
Fort LP
Maryland
$438K -$300K -3,611 -38%
VBCG
1121
Valley Brook Capital Group
Pennsylvania
$437K
CB
1122
Cadence Bank
Mississippi
$434K +$492K +5,921 New
PCS
1123
Personal CFO Solutions
New Jersey
$431K +$1.66K +20 +0.3%
UAS
1124
United Asset Strategies
New York
$431K +$38.3K +461 +9%
GWAM
1125
Guardian Wealth Advisors (Minnesota)
Minnesota
$430K -$2.41K -29 -0.5%

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.