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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
TWM
1401
Tradition Wealth Management
Minnesota
$290K +$2.88K +32 +1%
RWP
1402
RWA Wealth Partners
Massachusetts
$289K +$2.16K +24 +0.8%
CP
1403
Camelot Portfolios
Ohio
$288K
Fiera Capital (Canada)
1404
Fiera Capital (Canada)
Quebec, Canada
$288K
BI
1405
Ballast Inc
Kentucky
$288K -$72.6K -808 -21%
T
1406
TCWP
Ohio
$287K -$91.9K -1,022 -25%
BFC
1407
Bedel Financial Consulting
Indiana
$287K -$30.5K -339 -10%
CC
1408
Corton Capital
Ontario, Canada
$287K -$1.44K -16 -0.5%
WIM
1409
WealthPlan Investment Management
Nebraska
$287K -$4.13K -46 -1%
ACP
1410
Aveo Capital Partners
Colorado
$286K +$268K +2,982 New
AWA
1411
Aaron Wealth Advisors
Illinois
$286K +$268K +2,980 New
WDG
1412
Wealth Dimensions Group
Ohio
$285K
WP
1413
WealthPLAN Partners
Nebraska
$284K +$296K +3,298 New
TWA
1414
Tandem Wealth Advisors
Arizona
$284K +$265K +2,952 New
HIMC
1415
Heritage Investors Management Corp
Maryland
$283K -$8.36K -93 -3%
AWM
1416
Accurate Wealth Management
Florida
$282K -$83.2K -925 -24%
AFAS
1417
Acorn Financial Advisory Services
Virginia
$281K
ECM
1418
Estabrook Capital Management
New York
$281K -$2.07K -23 -0.8%
PGIM
1419
Pacific Global Investment Management
California
$281K +$270 +3 +0.1%
AW
1420
Atlas Wealth
Ohio
$281K +$263K +2,921 New
TAM
1421
Todd Asset Management
Kentucky
$280K
ICM
1422
Islay Capital Management
Texas
$279K
PIM
1423
Perpetual Investment Management
Australia
$279K
SAM
1424
Security Asset Management
New York
$279K
VFPI
1425
Vantage Financial Partners (Illinois)
Illinois
$279K

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.