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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
WDG
1426
Wealth Dimensions Group
Ohio
$217K
ECM
1427
Estabrook Capital Management
New York
$216K -$1.41K -17 -0.6%
PAI
1428
Pittenger & Anderson Inc
Nebraska
$215K +$58.1K +700 +31%
AFAS
1429
Acorn Financial Advisory Services
Virginia
$214K -$664 -8 -0.3%
TAM
1430
Todd Asset Management
Kentucky
$214K
PGIM
1431
Pacific Global Investment Management
California
$214K +$5.15K +62 +2%
ICM
1432
Islay Capital Management
Texas
$213K -$11K -133 -4%
RWP
1433
RWA Wealth Partners
Massachusetts
$213K
VFPI
1434
Vantage Financial Partners (Illinois)
Illinois
$212K -$16.6K -200 -6%
PIM
1435
Perpetual Investment Management
Australia
$212K
SAM
1436
Security Asset Management
New York
$212K
CHP
1437
Cable Hill Partners
Oregon
$212K +$332 +4 +0.1%
HFRG
1438
Houlihan Financial Resource Group
Virginia
$210K +$217K +2,610 New
OWM
1439
OneAscent Wealth Management
Alabama
$209K -$177K -2,133 -43%
QCM
1440
Quantinno Capital Management
New York
$209K +$237K +2,848 New
SIA
1441
Soltis Investment Advisors
Utah
$208K -$4.57K -55 -2%
FCA
1442
FinTrust Capital Advisors
South Carolina
$208K +$88.8K +1,069 +72%
FPAS
1443
Focus Partners Advisor Solutions
Missouri
$207K +$21.8K +263 +10%
HBW
1444
Hazlett, Burt & Watson
West Virginia
$206K +$39.3K +473 +20%
NW
1445
NewEdge Wealth
Pennsylvania
$206K +$234K +2,819 New
LFA
1446
Laraway Financial Advisors
Minnesota
$205K
CWM
1447
Cahaba Wealth Management
Georgia
$204K -$5.9K -71 -2%
PAM
1448
Premier Asset Management
Illinois
$204K +$231K +2,780 New
SA
1449
Sicart Associates
New York
$201K
CL
1450
COWA LLC
Oklahoma
$196K +$222K +2,675 New

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.