We are live on ! Find out more
EMR icon

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
TC
1276
Telemus Capital
Michigan
$310K
LF
1277
LifeSteps Financial
California
$309K +$11K +133 +3%
CP
1278
Cumberland Partners
Ontario, Canada
$308K
TAM
1279
Trillium Asset Management
Massachusetts
$308K +$3.32K +40 +1%
ET
1280
Equitable Trust
Tennessee
$307K -$16.6K -200 -5%
SRSA
1281
S.R. Schill & Associates
Washington
$307K +$249 +3 +0.1%
P
1282
&Partners
Tennessee
$306K -$4.07K -49 -1%
CMS
1283
Capital Market Strategies
Florida
$306K
FB
1284
Fulton Bank
Pennsylvania
$306K +$49.5K +596 +17%
VWM
1285
Valley Wealth Managers
New Jersey
$305K -$225K -2,706 -39%
SCM
1286
Shelton Capital Management
Colorado
$305K -$133K -1,600 -28%
HH
1287
Hilltop Holdings
Texas
$305K -$41.9K -505 -11%
BFC
1288
Bedel Financial Consulting
Indiana
$304K
DRD
1289
Dennis R. Delaney
$304K +$345K +4,150 New
SWM
1290
Silverlake Wealth Management
Vermont
$303K
MG
1291
Mather Group
Illinois
$303K -$7.23K -87 -2%
EWM
1292
Endurance Wealth Management
Rhode Island
$303K
RI
1293
Ridgewood Investments
New Jersey
$303K
BAM
1294
Belpointe Asset Management
Nevada
$303K +$74.2K +894 +28%
AWM
1295
Avior Wealth Management
Nebraska
$302K -$17.4K -210 -5%
VV
1296
Verity & Verity
South Carolina
$301K
CHJWM
1297
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K -$16.5K -199 -5%
SS
1298
Sunbelt Securities
Texas
$300K +$50.3K +606 +17%
GWANC
1299
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K -$16.3K -196 -5%
CC
1300
Cornerstone Capital
California
$299K

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.