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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
FL
1226
Fort LP
Maryland
$447K -$120K -1,330 -22%
MC
1227
Miramar Capital
Illinois
$446K
FB
1228
First Bancorp
Maine
$445K -$21.6K -240 -5%
CSPIA
1229
Cary Street Partners Investment Advisory
Virginia
$445K -$18K -200 -4%
NERM
1230
New England Research & Management
Illinois
$444K
CWP
1231
Concord Wealth Partners
Virginia
$442K -$336K -3,739 -45%
CCFCSB
1232
Cape Cod Five Cents Savings Bank
Massachusetts
$442K -$14K -156 -3%
IFS
1233
Ifrah Financial Services
Arkansas
$440K -$12K -134 -3%
MPCG
1234
Matrix Private Capital Group
New York
$438K -$1.53K -17 -0.4%
AC
1235
AlphaCore Capital
California
$436K +$27K +300 +7%
BBI
1236
Baxter Bros Inc
Connecticut
$434K
NFC
1237
Northeast Financial Consultants
Connecticut
$434K
WSC
1238
Wellington Shields & Co
New York
$433K +$62.9K +700 +18%
RAM
1239
Rempart Asset Management
Canada
$432K
CW
1240
CreativeOne Wealth
Kansas
$431K -$182K -2,026 -31%
TPWM
1241
Twelve Points Wealth Management
Massachusetts
$429K -$1.26K -14 -0.3%
NP
1242
NorthRock Partners
Minnesota
$427K +$45.9K +511 +13%
PWM
1243
Prosperity Wealth Management
California
$427K +$399K +4,443 New
SSW
1244
Smith Shellnut Wilson
Mississippi
$425K -$809 -9 -0.2%
UH
1245
Unigestion Holding
Switzerland
$423K -$139K -1,546 -26%
BWG
1246
Beta Wealth Group
California
$423K -$3.74M -41,600 -90%
ET
1247
Equitable Trust
Tennessee
$422K +$17.2K +191 +5%
MIM
1248
Morningstar Investment Management
Illinois
$421K +$394K +4,384 New
WAG
1249
Winthrop Advisory Group
Massachusetts
$419K +$539 +6 +0.1%
OIM
1250
Orca Investment Management
Oregon
$417K -$180 -2 -0%

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.