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
SSG
1351
Summit Securities Group
New York
$264K +$180K +2,169 +150%
CRC
1352
Curi RMB Capital
Illinois
$263K +$14.1K +170 +5%
SEEDPG
1353
S.E.E.D. Planning Group
New York
$263K +$27.1K +326 +10%
OFS
1354
OneAscent Financial Services
Alabama
$262K -$239K -2,874 -45%
BONST
1355
Bank of Nova Scotia Trust
Ontario, Canada
$260K +$296K +3,560 New
EI
1356
Ellevest Inc
New York
$259K -$192K -2,316 -40%
TFS
1357
Thoroughbred Financial Services
Tennessee
$257K +$166 +2 +0.1%
DDC
1358
DF Dent & Co
Maryland
$257K +$3.24K +39 +1%
MC
1359
Machina Capital
France
$257K +$291K +3,509 New
EWM
1360
Empirical Wealth Management
Washington
$256K +$10.7K +129 +4%
PCMF
1361
Private Capital Management (Florida)
Florida
$256K +$290K +3,496 New
ICM
1362
Ionic Capital Management
New York
$256K +$291K +3,500 New
HIA
1363
Harbor Investment Advisory
Maryland
$255K -$19.4K -233 -6%
TFO
1364
Tarbox Family Office
California
$255K
HR
1365
Howe & Rusling
New York
$255K +$1.83K +22 +0.6%
BLC
1366
Brown, Lisle/Cummings
Rhode Island
$254K
SWP
1367
Strategic Wealth Partners
Ohio
$254K +$33.4K +402 +13%
BBA
1368
Baader Bank Aktiengesellschaft
Germany
$251K +$285K +3,430 New
WFMPM
1369
Woodley Farra Manion Portfolio Management
Indiana
$251K -$4.15K -50 -1%
BC
1370
Burleson & Co
California
$250K -$1.5K -18 -0.5%
BWS
1371
BCR Wealth Strategies
Alabama
$249K +$1.74K +21 +0.6%
CCM
1372
CTC Capital Management
Illinois
$249K +$282K +3,400 New
BCCM
1373
Bridge Creek Capital Management
Massachusetts
$248K -$17.6K -212 -6%
CM
1374
Columbus Macro
Pennsylvania
$248K -$4.15K -50 -1%
EWM
1375
Evermay Wealth Management
Virginia
$248K

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.