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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
LOPW
1201
Live Oak Private Wealth
North Carolina
$474K -$27K -300 -6%
CNBTD
1202
Citizens National Bank Trust Department
Mississippi
$471K
RDWM
1203
Red Door Wealth Management
Tennessee
$467K
PP
1204
PDS Planning
Ohio
$465K -$11.1K -124 -2%
KCM
1205
KRS Capital Management
Michigan
$465K +$45.5K +506 +12%
I
1206
InceptionR
California
$464K +$435K +4,835 New
CCC
1207
Chelsea Counsel Company
California
$464K
STC
1208
Sarah T. Connolly
$464K
TCA
1209
Transcend Capital Advisors
New Jersey
$463K +$45.8K +509 +12%
MFA
1210
Mayflower Financial Advisors
Massachusetts
$460K -$32.2K -358 -7%
CWM
1211
Castle Wealth Management
Florida
$460K -$6.2K -69 -1%
AIA
1212
Armor Investment Advisors
North Carolina
$460K -$24.5K -273 -5%
FAG
1213
Fortitude Advisory Group
Washington
$460K -$3.78K -42 -0.9%
BMCM
1214
Bryn Mawr Capital Management
Pennsylvania
$459K +$430K +4,783 New
P
1215
Pitcairn
Pennsylvania
$459K -$2.88K -32 -0.7%
HI
1216
Harbour Investments
Wisconsin
$458K -$10.6K -118 -2%
CPWA
1217
Cerro Pacific Wealth Advisors
California
$458K -$1.62K -18 -0.4%
MG
1218
Mather Group
Illinois
$457K +$55.3K +615 +15%
BAM
1219
Belpointe Asset Management
Nevada
$456K +$54.8K +610 +15%
AF
1220
Arrow Financial
New York
$455K
GFP
1221
Gryphon Financial Partners
Ohio
$455K -$5.3K -59 -1%
JWCA
1222
J.W. Cole Advisors
Florida
$453K -$19.1K -212 -4%
CAM
1223
Congress Asset Management
Massachusetts
$452K
IFG
1224
Independent Financial Group
California
$451K +$3.06K +34 +0.7%
SAM
1225
Seelaus Asset Management
New Jersey
$450K +$421K +4,686 New

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.