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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
CB
1201
Cooke & Bieler
Pennsylvania
$366K
NSEDCP
1202
NJ State Employees Deferred Compensation Plan
New Jersey
$366K
S
1203
SimplyRich
California
$366K
PGA
1204
Portland Global Advisors
Maine
$366K +$16.6K +200 +4%
CBT
1205
CoreFirst Bank & Trust
Kansas
$365K
HIC
1206
Harvey Investment Company
Kentucky
$364K
PP
1207
PDS Planning
Ohio
$364K +$49.7K +599 +14%
CCMG
1208
Clark Capital Management Group
Pennsylvania
$364K +$413K +4,974 New
BWA
1209
Bordeaux Wealth Advisors
California
$363K +$13.6K +164 +3%
AssetMark Inc
1210
AssetMark Inc
California
$363K +$18.1K +218 +5%
AAP
1211
Arax Advisory Partners
Colorado
$362K -$7.47K -90 -2%
JWCA
1212
J.W. Cole Advisors
Florida
$361K +$75.8K +913 +23%
CNBTD
1213
Citizens National Bank Trust Department
Mississippi
$359K
GCM
1214
Graham Capital Management
Connecticut
$358K +$407K +4,896 New
MAM
1215
Morse Asset Management
Connecticut
$357K -$486K -5,850 -55%
FB
1216
First Bancorp
Maine
$357K -$31.6K -380 -7%
ESCM
1217
Echo Street Capital Management
New York
$357K +$195K +2,352 +93%
RDWM
1218
Red Door Wealth Management
Tennessee
$356K +$83.1K +1,000 +26%
CWM
1219
Castle Wealth Management
Florida
$356K +$263K +3,165 +187%
CCC
1220
Chelsea Counsel Company
California
$354K
STC
1221
Sarah T. Connolly
$354K
CSPIA
1222
Cary Street Partners Investment Advisory
Virginia
$354K +$100K +1,206 +33%
FAG
1223
Fortitude Advisory Group
Washington
$353K -$52.2K -628 -12%
P
1224
Pitcairn
Pennsylvania
$352K -$37.5K -451 -9%
GFP
1225
Gryphon Financial Partners
Ohio
$351K -$78.1K -940 -16%

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.