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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
AAM
1301
Augustine Asset Management
Florida
$371K -$3.24K -36 -0.9%
IWM
1302
Integris Wealth Management
California
$371K +$347K +3,860 New
DA
1303
Dillon & Associates
Michigan
$370K
SEEDPG
1304
S.E.E.D. Planning Group
New York
$369K +$23K +256 +7%
BMC
1305
Beaton Management Company
Massachusetts
$369K
FWM
1306
Focused Wealth Management
New York
$369K
FFA
1307
Founders Financial Alliance
North Carolina
$366K -$54.2K -603 -14%
SCM
1308
Shelton Capital Management
Colorado
$364K -$32.9K -366 -9%
CWA
1309
Centennial Wealth Advisory
Michigan
$364K +$51.7K +575 +18%
SAG
1310
SageView Advisory Group
California
$364K +$340K +3,785 New
C
1311
CEDRUS
Colorado
$363K +$64.5K +717 +23%
PCM
1312
Prelude Capital Management
New York
$363K -$2.14M -23,824 -86%
BONST
1313
Bank of Nova Scotia Trust
Ontario, Canada
$363K +$19.8K +220 +6%
WKWM
1314
Walter & Keenan Wealth Management
Indiana
$363K +$57.5K +640 +20%
WB
1315
Webster Bank
Connecticut
$363K
ASBI
1316
American State Bank (Iowa)
Iowa
$363K
BFAG
1317
Blackston Financial Advisory Group
Florida
$362K +$10.7K +119 +3%
DE
1318
Day & Ennis
Georgia
$361K +$360 +4 +0.1%
FB
1319
Fulton Bank
Pennsylvania
$360K -$38.5K -428 -10%
STA
1320
Summit Trail Advisors
New York
$360K +$11.7K +130 +4%
PCA
1321
Peddock Capital Advisors
Massachusetts
$358K
EP
1322
Edgestream Partners
New Jersey
$358K -$10.3M -114,727 -97%
PIA
1323
Pinion Investment Advisors
Kansas
$356K -$97.1K -1,080 -23%
FHB
1324
First Hawaiian Bank
Hawaii
$354K -$28.8K -320 -8%
MFG
1325
MidWestOne Financial Group
Iowa
$352K -$316K -3,512 -49%

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.