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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
OF
1376
Outfitter Financial
Maine
$310K
TFO
1377
Tarbox Family Office
California
$310K +$1.35K +15 +0.5%
TW
1378
TrinityPoint Wealth
Connecticut
$309K -$3.06K -34 -1%
CM
1379
Columbus Macro
Pennsylvania
$308K -$16.6K -185 -5%
CIG
1380
Cairn Investment Group
Washington
$307K
DG
1381
DMC Group
Alabama
$307K +$17.5K +195 +6%
SCM
1382
Schnieders Capital Management
California
$307K
AI
1383
Accredited Investors
Minnesota
$306K -$1.17K -13 -0.4%
FIM
1384
Freedom Investment Management
Connecticut
$303K -$14.7K -163 -5%
VDI
1385
Vaughan David Investments
Illinois
$303K
QCM
1386
Quantinno Capital Management
New York
$303K +$27.7K +308 +11%
Los Angeles Capital Management
1387
Los Angeles Capital Management
California
$302K -$25.5M -284,068 -99%
PP
1388
Pegasus Partners
Wisconsin
$300K
FMLI
1389
Fukoku Mutual Life Insurance
Japan
$300K
LSA
1390
Leonteq Securities AG
Switzerland
$299K -$449K -4,990 -62%
SP
1391
Successful Portfolios
Florida
$298K +$279K +3,106 New
FA
1392
FDx Advisors
Illinois
$298K +$279K +3,107 New
PWW
1393
Pettyjohn Wood & White
Virginia
$297K -$4.5K -50 -2%
MCC
1394
Money Concepts Capital
Florida
$296K +$257K +2,854 +1,230%
BIP
1395
Blueprint Investment Partners
North Carolina
$296K +$277K +3,082 New
ZF
1396
Zhang Financial
Michigan
$295K +$277K +3,076 New
EWM
1397
Empirical Wealth Management
Washington
$294K -$39.9K -444 -13%
TGAM
1398
TBH Global Asset Management
Tennessee
$294K -$88.8K -988 -24%
RFG
1399
RFP Financial Group
Georgia
$293K +$274K +3,050 New
LWP
1400
Lumature Wealth Partners
Georgia
$293K -$5.03K -56 -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.