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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
PM
1126
Penbrook Management
New York
$425K
MTIC
1127
Missouri Trust & Investment Company
Missouri
$425K +$18.9K +227 +4%
5L
1128
55I LLC
Massachusetts
$425K +$108K +1,303 +29%
ACA
1129
Atlas Capital Advisors
Wyoming
$425K -$8.3K -100 -2%
IFWM
1130
Institute for Wealth Management
Colorado
$424K -$1.58K -19 -0.3%
CCP
1131
Clarkston Capital Partners
Michigan
$423K -$29.9K -360 -6%
PWPS
1132
Pinnacle Wealth Planning Services
Ohio
$421K -$15.4K -185 -3%
NSIM
1133
North Star Investment Management
Illinois
$421K
WA
1134
WBH Advisory
Maryland
$419K
NHC
1135
Nicholas Hoffman & Company
Georgia
$419K +$21.7K +261 +5%
MC
1136
Miramar Capital
Illinois
$418K -$903K -10,875 -70%
FMAEN1
1137
Fund Management at Engine No 1
California
$416K -$25.8K -311 -5%
FFWM
1138
Future Financial Wealth Management
Ohio
$415K -$317K -3,819 -42%
SAM
1139
SignalPoint Asset Management
Missouri
$415K -$3.99K -48 -0.8%
Kovitz Investment Group Partners
1140
Kovitz Investment Group Partners
Illinois
$414K -$300K -3,608 -39%
GF
1141
Gries Financial
Ohio
$414K -$831 -10 -0.2%
TTWM
1142
TCV Trust & Wealth Management
Virginia
$413K +$664 +8 +0.1%
AA
1143
Apriem Advisors
California
$413K +$4.65K +56 +1%
SAM
1144
S.A. Mason
Michigan
$412K -$415 -5 -0.1%
AG
1145
AIA Group
Hong Kong
$411K -$244K -2,936 -34%
GAMC
1146
Garner Asset Management Corp
Texas
$411K -$69.7K -839 -13%
SIA
1147
Schechter Investment Advisors
Michigan
$410K -$229K -2,758 -33%
SBF
1148
Sara-Bay Financial
Florida
$408K +$7.31K +88 +2%
RCM
1149
RB Capital Management
Nevada
$406K +$4.98K +60 +1%
KFP
1150
Keystone Financial Planning
Ohio
$406K +$33.6K +404 +8%

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.