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Emerson Electric
EMR

Overview Fund Activity

1,742 hedge funds and large institutions have $37.2B invested in Emerson Electric in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 621 increasing their positions, 700 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,742
Holders Change
-44
Holders Change %
-2.46%
% of All Funds
27.88%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
138
Increased
621
Reduced
700
Closed
143
Calls
$520M
Puts
$277M
Net Calls
+$244M
Net Calls Change
+$136M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$320M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$209M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$172M
4
QP
Quilter Plc
United Kingdom
+$137M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$135M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$489M
2
DZ Bank
DZ Bank
Germany
-$411M
3
Bank of America
Bank of America
North Carolina
-$263M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1351
FDx Advisors
Illinois
$298K – – –
CHJWM
1352
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K +$165 +2 +0.1%
DU
1353
Delphia (USA)
Ontario, Canada
$297K +$57.8K +663 +24%
T
1354
TRUADVICE
Florida
$296K +$296K +3,557 New
TA
1355
TruWealth Advisors
Louisiana
$296K +$94K +1,079 +47%
BCCM
1356
Bridge Creek Capital Management
Massachusetts
$295K – – –
CP
1357
Cumberland Partners
Ontario, Canada
$294K -$5.66K -65 -2%
PWS
1358
Peloton Wealth Strategists
Indiana
$294K +$294K +3,375 New
MIM
1359
MTM Investment Management
South Carolina
$294K +$174 +2 +0.1%
VV
1360
Verity & Verity
South Carolina
$293K – – –
WAM
1361
Weatherly Asset Management
California
$292K -$25.3K -290 -8%
AAP
1362
Arax Advisory Partners
Colorado
$292K -$1.05K -12 -0.4%
CWM
1363
Curi Wealth Management
North Carolina
$292K -$73.3K -841 -20%
PJSIMP
1364
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K – – –
FL
1365
Fort LP
Maryland
$291K -$114K -1,307 -28%
BMC
1366
Benin Management Corp
Connecticut
$291K +$291K +3,345 New
CCM
1367
Carlson Capital Management
Minnesota
$291K +$7.58K +87 +3%
EF
1368
Empowered Funds
Pennsylvania
$291K +$291K +3,334 New
FWP
1369
FAS Wealth Partners
Kansas
$290K -$174 -2 -0.1%
HCM
1370
Hollencrest Capital Management
California
$290K +$217K +2,492 +299%
WP
1371
WealthPLAN Partners
Nebraska
$289K +$1.74K +20 +0.6%
CRC
1372
Curi RMB Capital
Illinois
$289K – – –
TW
1373
TrinityPoint Wealth
Connecticut
$289K +$7.93K +91 +3%
PWMG
1374
Prestige Wealth Management Group
New Jersey
$288K -$2.53K -29 -0.9%
MPIA
1375
Mountain Pacific Investment Advisers
Idaho
$288K – – –
53 54
55
56 57