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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
SDAM
1151
Shulman DeMeo Asset Management
New York
$404K +$1.33K +16 +0.3%
BCM
1152
Bienville Capital Management
New York
$403K
CA
1153
Claris Advisors
Missouri
$403K
TSS
1154
Two Sigma Securities
New York
$402K +$456K +5,496 New
BFS
1155
Bard Financial Services
Connecticut
$401K
GPA
1156
Garrison Point Advisors
California
$401K
MWC
1157
MBM Wealth Consultants
Missouri
$400K
AB
1158
Atlas Brown
Kentucky
$399K +$1.66K +20 +0.4%
CA
1159
Cornerstone Advisory
Maryland
$399K +$166K +2,000 +58%
GI
1160
GAMCO Investors
Connecticut
$398K -$85.8K -1,033 -16%
1SB
1161
1ST Source Bank
Indiana
$398K
VC
1162
Vicus Capital
Pennsylvania
$397K -$140K -1,690 -24%
ECM
1163
Evergreen Capital Management
Washington
$396K +$87.1K +1,049 +24%
OIA
1164
Optimum Investment Advisors
Illinois
$395K
CWS
1165
Confluence Wealth Services
Pennsylvania
$394K -$41.6K -501 -9%
FBT
1166
First Bankers Trust
Kentucky
$394K
IF
1167
Intrua Financial
Texas
$393K -$422K -5,080 -49%
EVM
1168
Evelyn V. Moreno
$391K
IIM
1169
InTrack Investment Management
Vermont
$389K -$231K -2,779 -34%
HI
1170
Harbour Investments
Wisconsin
$389K
HT
1171
HighTower Trust
Texas
$389K +$161K +1,941 +58%
FFBTD
1172
First Financial Bank - Trust Division
Ohio
$388K -$166 -2 -0%
HFAS
1173
Hummer Financial Advisory Services
Illinois
$388K
RWM
1174
Ritholtz Wealth Management
New York
$388K +$142K +1,708 +48%
BBNA
1175
Bremer Bank National Association
Minnesota
$386K

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.