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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
IWA
1101
Intercontinental Wealth Advisors
Texas
$580K +$201K +2,233 +59%
CHAM
1102
Clear Harbor Asset Management
Connecticut
$580K
TC
1103
Trust Company
Kansas
$578K -$2.97K -33 -0.5%
EM
1104
Excalibur Management
Massachusetts
$578K
EVM
1105
Evelyn V. Moreno
$575K +$58.4K +650 +12%
VBCG
1106
Valley Brook Capital Group
Pennsylvania
$574K
BPWM
1107
Badgley Phelps Wealth Managers
Washington
$574K -$9.62K -107 -2%
O
1108
Ossiam
France
$572K -$66.5K -740 -11%
TWM
1109
Thrive Wealth Management
Pennsylvania
$570K +$110K +1,220 +26%
VAM
1110
Verity Asset Management
North Carolina
$569K -$235K -2,617 -31%
SIA
1111
Schechter Investment Advisors
Michigan
$567K +$27.4K +305 +5%
WT
1112
Washington Trust
Rhode Island
$566K -$25.9K -288 -5%
MTIC
1113
Missouri Trust & Investment Company
Missouri
$566K +$7.37K +82 +1%
PPWM
1114
Paragon Private Wealth Management
Kentucky
$566K +$133K +1,477 +33%
GWAM
1115
Guardian Wealth Advisors (Minnesota)
Minnesota
$563K -$989 -11 -0.2%
HC
1116
Hamilton Capital
Ohio
$563K +$76.9K +855 +17%
GF
1117
Gries Financial
Ohio
$563K +$19.1K +213 +4%
GIA
1118
Gladstone Institutional Advisory
Florida
$561K -$143K -1,595 -21%
WA1
1119
Wimmer Associates 1
California
$560K
CPIG
1120
Chicago Partners Investment Group
Illinois
$560K +$1.98K +22 +0.4%
CB
1121
Cadence Bank
Mississippi
$559K -$9.08K -101 -2%
ACA
1122
Atlas Capital Advisors
Wyoming
$557K
PM
1123
Penbrook Management
New York
$557K
NSIM
1124
North Star Investment Management
Illinois
$554K +$1.53K +17 +0.3%
ACM
1125
Advisors Capital Management
New Jersey
$553K -$745K -8,290 -59%

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.