We are live on ! Find out more
EMR icon

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
BWS
1351
BCR Wealth Strategies
Alabama
$327K +$1.71K +19 +0.6%
BCCM
1352
Bridge Creek Capital Management
Massachusetts
$325K
RCM
1353
Raleigh Capital Management
North Carolina
$325K +$4.41K +49 +1%
MIM
1354
MTM Investment Management
South Carolina
$324K +$90 +1 +0%
AAP
1355
Arax Advisory Partners
Colorado
$323K -$142K -1,578 -32%
CHJWM
1356
Carlton Hofferkamp & Jenks Wealth Management
Texas
$323K
VV
1357
Verity & Verity
South Carolina
$322K -$67.4K -750 -18%
NF
1358
Norwood Financial
Pennsylvania
$322K
KFC
1359
Klingenstein Fields & Co
New York
$321K +$1.8K +20 +0.6%
FWP
1360
FAS Wealth Partners
Kansas
$320K -$5.39K -60 -2%
PWMG
1361
Prestige Wealth Management Group
New Jersey
$320K +$360 +4 +0.1%
CRC
1362
Curi RMB Capital
Illinois
$318K -$25.2K -280 -8%
KAM
1363
Knightsbridge Asset Management
California
$318K +$10.7K +119 +4%
MPIA
1364
Mountain Pacific Investment Advisers
Idaho
$317K
AWM
1365
Accel Wealth Management
Iowa
$316K -$8.27K -92 -3%
WPC
1366
Wedmont Private Capital
Pennsylvania
$315K -$4.22K -47 -1%
EWM
1367
Evermay Wealth Management
Virginia
$315K -$9.89K -110 -3%
FPFS
1368
First Personal Financial Services
North Carolina
$313K
CCM
1369
Carlson Capital Management
Minnesota
$312K -$53.4K -594 -15%
IIM
1370
Ironwood Investment Management
Massachusetts
$312K
SHWM
1371
Silicon Hills Wealth Management
Texas
$312K
BTI
1372
Blue Trust Inc
Georgia
$312K +$17.3K +192 +5%
CL
1373
Choreo LLC
Illinois
$312K -$8.99K -100 -3%
PMFA
1374
Plante Moran Financial Advisors
Michigan
$311K -$74.8K -832 -20%
9WM
1375
9258 Wealth Management
Ohio
$310K -$4.58K -51 -2%

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.