Emerson Electric
1,782 hedge funds and large institutions have $38.3B invested in Emerson Electric in 2023 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 618 increasing their positions, 712 reducing their positions, and 89 closing their positions.
65% more call options, than puts
Call options by funds: $444M | Put options by funds: $269M
48% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 89
2% more funds holding
Funds holding: 1,752 → 1,782 (+30)
3% more capital invested
Capital invested by funds: $37.3B → $38.3B (+$1.07B)
4% less ownership
Funds ownership: 77.35% → 73.34% (-4%)
13% less repeat investments, than reductions
Existing positions increased: 618 | Existing positions reduced: 712
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$280M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$218M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$160M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$111M |
| 5 |
Man Group
London,
United Kingdom
|
+$96.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$1.82B |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$193M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$162M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$161M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$149M |
EMR Hedge Fund Activity: Q2 2023 in Review
1,782 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2023, worth a combined $38.3B — up 2.9% from $37.3B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new EMR positions and 89 closed out — a net gain of 43 holders — while 618 added to existing stakes and 712 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $280M. The largest seller was OFI Invest Asset Management, cutting an estimated $1.82B.
- 1,782 institutional investors held Emerson Electric (EMR) as of Q2 2023, up from 1,752 in Q1 2023.
- Funds reported $38.3B of Emerson Electric stock for Q2 2023, up 2.9% quarter-over-quarter.
- 132 funds opened new Emerson Electric positions in Q2 2023 and 89 closed out, a net change of +43 holders.
- The largest Emerson Electric buyer in Q2 2023 was Wellington Management Group, an estimated $280M added.
- The largest Emerson Electric seller in Q2 2023 was OFI Invest Asset Management, an estimated $1.82B sold.
Based on aggregated 13F filings for Q2 2023.