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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
MMPW
1176
Mitchell McLeod Pugh & Williams
Alabama
$493K +$2.07K +23 +0.5%
ECM
1177
Evergreen Capital Management
Washington
$492K -$24.9K -277 -5%
TIA
1178
Tiemann Investment Advisors
California
$492K
CA
1179
Continuum Advisory
Idaho
$491K -$9.53K -106 -2%
HT
1180
HighTower Trust
Texas
$491K -$14.2K -158 -3%
S
1181
Seeyond
France
$490K +$187K +2,081 +69%
HWP
1182
Highline Wealth Partners
California
$490K
BRM
1183
Boston Research & Management
Massachusetts
$489K
GVAG
1184
Great Valley Advisor Group
Delaware
$488K -$8.99K -100 -2%
CI
1185
Conning Inc
Connecticut
$486K -$3.51K -39 -0.8%
CWMU
1186
Caliber Wealth Management (Utah)
Utah
$485K +$454K +5,048 New
WBCM
1187
Wilson & Boucher Capital Management
California
$484K
MCCA
1188
Mill Creek Capital Advisors
Pennsylvania
$484K +$453K +5,035 New
AL
1189
ACAS LLC
California
$483K +$452K +5,032 New
DMBA
1190
Deseret Mutual Benefit Administrators
Utah
$483K -$326K -3,623 -42%
BWA
1191
Bordeaux Wealth Advisors
California
$482K +$4.41K +49 +1%
S
1192
SimplyRich
California
$481K
CB
1193
Cooke & Bieler
Pennsylvania
$480K
PGA
1194
Portland Global Advisors
Maine
$480K
CFMC
1195
Curbstone Financial Management Corp
New Hampshire
$479K +$448K +4,982 New
CBT
1196
CoreFirst Bank & Trust
Kansas
$479K
AssetMark Inc
1197
AssetMark Inc
California
$479K +$2.97K +33 +0.7%
HIC
1198
Harvey Investment Company
Kentucky
$478K
CCMG
1199
Clark Capital Management Group
Pennsylvania
$478K
EH
1200
Equitable Holdings
New York
$478K +$24.5K +273 +6%

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.