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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
WFA
1326
Wipfli Financial Advisors
Wisconsin
$284K +$322K +3,873 New
FFN
1327
Focus Financial Network
Minnesota
$283K +$12K +144 +4%
BMC
1328
Beaton Management Company
Massachusetts
$282K
DA
1329
Dillon & Associates
Michigan
$282K
CCM
1330
Carlson Capital Management
Minnesota
$282K +$14.9K +180 +5%
FWM
1331
Focused Wealth Management
New York
$281K
WSC
1332
Wellington Shields & Co
New York
$279K +$16.6K +200 +6%
KPW
1333
Kore Private Wealth
New York
$278K -$14.9K -179 -4%
IWA
1334
Intercontinental Wealth Advisors
Texas
$278K -$1.91K -23 -0.6%
BI
1335
Ballast Inc
Kentucky
$278K +$36.9K +444 +13%
TA
1336
Townsend & Associates
Colorado
$278K +$253K +3,050 New
ASBI
1337
American State Bank (Iowa)
Iowa
$276K
WB
1338
Webster Bank
Connecticut
$276K -$20.8K -250 -6%
RZH
1339
Relyea Zuckerberg Hanson
Connecticut
$276K +$18.6K +224 +6%
DE
1340
Day & Ennis
Georgia
$275K -$12.2K -147 -4%
JFA
1341
JNBA Financial Advisors
Minnesota
$275K
PCA
1342
Peddock Capital Advisors
Massachusetts
$273K
PTC
1343
Petrus Trust Company
Texas
$271K +$307K +3,698 New
MFG
1344
Merit Financial Group
Georgia
$270K +$61.5K +741 +25%
LMKC
1345
L.M. Kohn & Company
Ohio
$269K
MCWA
1346
Meadow Creek Wealth Advisors
Georgia
$268K
WAM
1347
Weatherly Asset Management
California
$267K
STA
1348
Summit Trail Advisors
New York
$265K -$26K -313 -8%
TFA
1349
Trinity Financial Advisors
Ohio
$265K +$301K +3,623 New
AWM
1350
Accel Wealth Management
Iowa
$264K +$1.08K +13 +0.4%

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.