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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
LMKC
1326
L.M. Kohn & Company
Ohio
$352K
WAM
1327
Weatherly Asset Management
California
$350K
HR
1328
Howe & Rusling
New York
$348K +$12.9K +143 +4%
TFA
1329
Trinity Financial Advisors
Ohio
$348K
SS
1330
Sunbelt Securities
Texas
$347K -$43.8K -487 -12%
BLC
1331
Brown, Lisle/Cummings
Rhode Island
$344K +$10.1K +112 +3%
CFG
1332
Cooper Financial Group
California
$342K +$34K +378 +12%
JFA
1333
JNBA Financial Advisors
Minnesota
$341K -$18K -200 -5%
IP
1334
Investment Partners
Ohio
$340K -$308K -3,423 -49%
PJSIMP
1335
P.J. Schmidt Investment Management (PJS)
Wisconsin
$338K +$2.07K +23 +0.7%
TFS
1336
Thoroughbred Financial Services
Tennessee
$337K +$180 +2 +0.1%
MA
1337
MONECO Advisors
Connecticut
$337K +$20.5K +228 +7%
PCMF
1338
Private Capital Management (Florida)
Florida
$336K
DDC
1339
DF Dent & Co
Maryland
$336K -$1.44K -16 -0.5%
RIG
1340
Renaissance Investment Group
Massachusetts
$335K
HIA
1341
Harbor Investment Advisory
Maryland
$335K +$360 +4 +0.1%
OCBCO
1342
Oversea-Chinese Banking Corp (OCBC)
Singapore
$335K +$314K +3,491 New
SMWM
1343
Silvia McColl Wealth Management
California
$332K +$311K +3,456 New
FHC
1344
First Heartland Consultants
Missouri
$332K +$90 +1 +0%
EBT
1345
Enterprise Bank & Trust
Massachusetts
$331K +$310K +3,448 New
CP
1346
Cumberland Partners
Ontario, Canada
$330K -$69.2K -770 -18%
WFMPM
1347
Woodley Farra Manion Portfolio Management
Indiana
$329K
BCP
1348
Blue Chip Partners
Michigan
$329K +$308K +3,423 New
BC
1349
Burleson & Co
California
$328K +$90 +1 +0%
BAM
1350
Blueshift Asset Management
New Jersey
$328K +$307K +3,416 New

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.