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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
JF
1276
Joule Financial
Kentucky
$396K +$7.1K +79 +2%
CA
1277
Cornerstone Advisory
Maryland
$394K -$120K -1,340 -25%
BOTW
1278
Bank of the West
California
$393K +$6.83K +76 +2%
BHPW
1279
Beverly Hills Private Wealth
California
$393K +$367K +4,087 New
CC
1280
Cornerstone Capital
California
$392K
P
1281
&Partners
Tennessee
$392K -$8.9K -99 -2%
THWM
1282
Taylor Hoffman Wealth Management
Virginia
$391K +$8.99K +100 +3%
CFO
1283
Callan Family Office
Pennsylvania
$390K +$365K +4,055 New
GWANC
1284
Guardian Wealth Advisors (North Carolina)
North Carolina
$388K -$3.6K -40 -1%
JWM
1285
JGP Wealth Management
Oregon
$388K -$90 -1 -0%
CMS
1286
Capital Market Strategies
Florida
$386K -$14.7K -163 -4%
VCM
1287
Viewpoint Capital Management
Washington
$385K
AP
1288
Atwood & Palmer
Missouri
$384K
BWM
1289
Boyd Wealth Management
California
$384K
RZH
1290
Relyea Zuckerberg Hanson
Connecticut
$384K +$20.3K +226 +6%
MW
1291
Marcum Wealth
Ohio
$383K -$30.1K -335 -8%
CWM
1292
Chesapeake Wealth Management
Virginia
$382K -$311K -3,459 -47%
SIC
1293
Sterling Investment Counsel
New York
$381K +$3.6K +40 +1%
CHP
1294
Cable Hill Partners
Oregon
$377K +$92.2K +1,026 +35%
FBA
1295
Front Barnett Associates
Illinois
$377K
SSG
1296
Summit Securities Group
New York
$377K +$27.9K +310 +9%
VCM
1297
Virtue Capital Management
Tennessee
$377K +$353K +3,923 New
AWMT
1298
AAFMAA Wealth Management & Trust
North Carolina
$377K -$41.1K -457 -10%
SFG
1299
SNS Financial Group
Minnesota
$375K +$2.16K +24 +0.6%
CAM
1300
Cozad Asset Management
Illinois
$372K -$18.5K -206 -5%

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.