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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
TPWM
1251
Twelve Points Wealth Management
Massachusetts
$328K +$8.89K +107 +2%
JWM
1252
Jeppson Wealth Management
California
$326K -$46.8K -564 -11%
QIM
1253
Quantitative Investment Management
Virginia
$326K +$370K +4,457 New
SSW
1254
Smith Shellnut Wilson
Mississippi
$324K +$17.9K +216 +5%
BTI
1255
Blue Trust Inc
Georgia
$324K +$26.5K +319 +9%
FFA
1256
Founders Financial Alliance
North Carolina
$323K +$41.6K +501 +13%
MCCP
1257
Mission Creek Capital Partners
California
$322K +$65.3K +786 +22%
AWMT
1258
AAFMAA Wealth Management & Trust
North Carolina
$321K +$364K +4,378 New
ACA
1259
Aptus Capital Advisors
Alabama
$320K -$4.64M -55,819 -93%
BW
1260
Bison Wealth
Georgia
$319K +$6.23K +75 +2%
WAG
1261
Winthrop Advisory Group
Massachusetts
$319K +$8.14K +98 +2%
OIM
1262
Orca Investment Management
Oregon
$318K -$10.8K -130 -3%
BHBT
1263
Burke & Herbert Bank & Trust
Virginia
$317K -$13.3K -160 -4%
KCM
1264
KRS Capital Management
Michigan
$317K +$31.9K +384 +10%
WIM
1265
WealthPlan Investment Management
Nebraska
$317K +$278K +3,344 New
TCA
1266
Transcend Capital Advisors
New Jersey
$316K -$6.15K -74 -2%
MW
1267
Marcum Wealth
Ohio
$316K +$38.1K +459 +12%
BFAG
1268
Blackston Financial Advisory Group
Florida
$316K +$72.9K +878 +32%
Grantham, Mayo, Van Otterloo & Co (GMO)
1269
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$315K -$6.15M -74,094 -95%
JWM
1270
JGP Wealth Management
Oregon
$314K -$332 -4 -0.1%
LA
1271
LexAurum Advisors
Kansas
$313K -$4.15K -50 -1%
AC
1272
AlphaCore Capital
California
$311K +$130K +1,561 +58%
JAM
1273
Jupiter Asset Management
United Kingdom
$310K -$3.46M -41,675 -91%
GJCM
1274
Grand Jean Capital Management
California
$310K
SIA
1275
Sit Investment Associates
Minnesota
$310K

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.