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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
CTB
1176
Country Trust Bank
Illinois
$386K
GWM
1177
GDS Wealth Management
Texas
$384K -$13.9K -167 -3%
SAM
1178
Summit Asset Management
Tennessee
$384K +$33.2K +400 +8%
SIM
1179
Studio Investment Management
Illinois
$384K +$7.23K +87 +2%
LOPW
1180
Live Oak Private Wealth
North Carolina
$383K
WF
1181
WoodTrust Financial
Wisconsin
$383K +$24.9K +300 +6%
CA
1182
Continuum Advisory
Idaho
$382K -$44.2K -532 -9%
PFS
1183
Physicians Financial Services
North Carolina
$381K -$19.6K -236 -4%
PA
1184
Profund Advisors
Maryland
$381K -$581 -7 -0.1%
CAM
1185
Claret Asset Management
Quebec, Canada
$381K
SB
1186
Strategic Blueprint
Georgia
$380K +$40.8K +491 +10%
GTCM
1187
Gyon Technologies Capital Management
New Jersey
$379K -$3.36M -40,398 -89%
GVAG
1188
Great Valley Advisor Group
Delaware
$379K +$40.4K +487 +10%
MFA
1189
Mayflower Financial Advisors
Massachusetts
$377K +$7.72K +93 +2%
UBV
1190
United Bank (Virginia)
Virginia
$375K -$12.4M -149,741 -97%
TIA
1191
Tiemann Investment Advisors
California
$375K
CI
1192
Conning Inc
Connecticut
$374K -$82.6K -994 -16%
MMPW
1193
Mitchell McLeod Pugh & Williams
Alabama
$374K +$5.81K +70 +1%
HWP
1194
Highline Wealth Partners
California
$374K +$424K +5,103 New
BRM
1195
Boston Research & Management
Massachusetts
$373K
AWA
1196
Arete Wealth Advisors
Illinois
$373K +$58.3K +702 +16%
PPWM
1197
Paragon Private Wealth Management
Kentucky
$373K +$367K +4,415 New
AIA
1198
Armor Investment Advisors
North Carolina
$370K -$49.7K -599 -11%
WBCM
1199
Wilson & Boucher Capital Management
California
$369K
HC
1200
Hamilton Capital
Ohio
$367K +$4.15K +50 +1%

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.