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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
ACA
1251
Aptus Capital Advisors
Alabama
$416K -$3.51K -39 -0.9%
WA
1252
Waverly Advisors
Alabama
$416K -$24.3K -270 -6%
BHBT
1253
Burke & Herbert Bank & Trust
Virginia
$416K
TC
1254
Telemus Capital
Michigan
$415K
AIA
1255
Alera Investment Advisors
Illinois
$414K -$21.1K -235 -5%
PA
1256
PFG Advisors
Arizona
$414K +$88.2K +981 +30%
BJL
1257
Brighton Jones LLC
Washington
$413K +$19.8K +220 +5%
GSC
1258
G&S Capital
Colorado
$412K -$43.4K -483 -10%
SRSA
1259
S.R. Schill & Associates
Washington
$409K +$6.29K +70 +2%
HH
1260
Hilltop Holdings
Texas
$409K +$9.08K +101 +2%
VVP
1261
Venture Visionary Partners
Ohio
$408K +$19.8K +220 +5%
GJCM
1262
Grand Jean Capital Management
California
$407K
SIA
1263
Sit Investment Associates
Minnesota
$407K
CWM
1264
Curi Wealth Management
North Carolina
$403K +$18.4K +205 +5%
JWM
1265
Jeppson Wealth Management
California
$401K -$25.4K -282 -6%
LA
1266
LexAurum Advisors
Kansas
$401K -$8.99K -100 -2%
AI
1267
AdvisorShares Investments
Maryland
$400K +$374K +4,165 New
TAM
1268
Trillium Asset Management
Massachusetts
$400K -$4.13K -46 -1%
AIA
1269
Angeles Investment Advisors
California
$400K +$374K +4,160 New
DRD
1270
Dennis R. Delaney
$399K
BW
1271
Bison Wealth
Georgia
$398K +$7.01K +78 +2%
EWM
1272
Endurance Wealth Management
Rhode Island
$398K
RI
1273
Ridgewood Investments
New Jersey
$398K
SWM
1274
Silverlake Wealth Management
Vermont
$398K +$90 +1 +0%
AWM
1275
Avior Wealth Management
Nebraska
$398K

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.