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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
HNB
101
Huntington National Bank
Ohio
$50.6M +$15.2M +169,627 +47%
Citigroup
102
Citigroup
New York
$50.5M -$14.7K -163 -0%
DRZID
103
DePrince Race & Zollo Inc (DRZ)
Florida
$50.1M -$3.84M -42,727 -8%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$49.6M +$4.43M +49,332 +11%
AIA
105
Avalon Investment & Advisory
Texas
$49.6M -$2.01M -22,312 -4%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$48.4M +$4.19M +46,576 +10%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$48.2M +$491K +5,465 +1%
WG
108
Welch Group
Alabama
$46.4M +$708K +7,873 +2%
PFPT
109
Pinnacle Financial Partners (Tennessee)
Tennessee
$46.1M +$14.5M +161,146 +51%
CI Investments Inc
110
CI Investments Inc
Ontario, Canada
$46M -$871K -9,686 -2%
TAF
111
Tredje AP-fonden
Sweden
$45.9M +$28.9M +321,334 +205%
Macquarie Group
112
Macquarie Group
Australia
$45M -$2.01M -22,415 -5%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$44.9M -$1.13M -12,610 -3%
GC
114
Guggenheim Capital
Illinois
$44.3M -$2.03M -22,535 -5%
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$44.2M +$22.7M +252,791 +122%
SAM
116
Silvercrest Asset Management
New York
$42.4M -$1.47M -16,356 -4%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.1M +$76.4K +850 +0.2%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$41.6M -$2.36M -26,225 -6%
PL
119
Plancorp LLC
Missouri
$40.8M +$1.82M +20,216 +5%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$40.2M +$2.34M +26,015 +7%
RCAMU
121
Rothschild & Co Asset Management US
Connecticut
$39.3M +$213K +2,370 +0.6%
JGUA
122
John G. Ullman & Associates
New York
$37.2M -$199K -2,218 -0.6%
SO
123
STRS Ohio
Ohio
$36.7M -$377K -4,190 -1%
HighTower Advisors
124
HighTower Advisors
Illinois
$36.7M +$4.7M +52,251 +16%
William Blair & Company
125
William Blair & Company
Illinois
$35.5M +$482K +5,365 +1%

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.