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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
MCCP
1126
Mission Creek Capital Partners
California
$552K +$121K +1,348 +31%
FFA
1127
First Foundation Advisors
California
$551K -$46.3K -515 -8%
NHC
1128
Nicholas Hoffman & Company
Georgia
$549K +$90 +1 +0%
SIM
1129
Stratos Investment Management
Ohio
$548K -$28.9K -322 -5%
SAM
1130
Summit Asset Management
Tennessee
$548K +$40.5K +450 +9%
CCP
1131
Clarkston Capital Partners
Michigan
$546K -$8.18K -91 -2%
IFWM
1132
Institute for Wealth Management
Colorado
$546K -$9.44K -105 -2%
SAM
1133
SignalPoint Asset Management
Missouri
$545K
Kovitz Investment Group Partners
1134
Kovitz Investment Group Partners
Illinois
$543K
TTWM
1135
TCV Trust & Wealth Management
Virginia
$541K
SAM
1136
S.A. Mason
Michigan
$540K -$449 -5 -0.1%
1WA
1137
180 Wealth Advisors
Washington
$539K +$186K +2,067 +53%
GAMC
1138
Garner Asset Management Corp
Texas
$539K
SBF
1139
Sara-Bay Financial
Florida
$537K +$1.89K +21 +0.4%
KFP
1140
Keystone Financial Planning
Ohio
$533K
AA
1141
Apriem Advisors
California
$532K -$9.35K -104 -2%
RCM
1142
RB Capital Management
Nevada
$531K -$1.26K -14 -0.3%
CA
1143
Claris Advisors
Missouri
$530K +$1.17K +13 +0.2%
BCM
1144
Bienville Capital Management
New York
$528K
GPA
1145
Garrison Point Advisors
California
$527K
CGA
1146
Crescent Grove Advisors
Illinois
$526K +$63.1K +702 +15%
SDAM
1147
Shulman DeMeo Asset Management
New York
$526K -$3.6K -40 -0.7%
CWS
1148
Confluence Wealth Services
Pennsylvania
$524K +$6.83K +76 +1%
IF
1149
Intrua Financial
Texas
$523K +$58.6K +652 +12%
SB
1150
Strategic Blueprint
Georgia
$520K +$20.8K +231 +4%

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.