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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
FDS
1426
Freedom Day Solutions
Texas
$277K -$12.2K -136 -5%
LWM
1427
Laidlaw Wealth Management
New York
$274K -$15.4K -171 -6%
MC
1428
Maverick Capital
Texas
$272K -$1.28M -14,232 -83%
HBW
1429
Hazlett, Burt & Watson
West Virginia
$272K
HT
1430
Headlands Technologies
Illinois
$272K +$255K +2,835 New
CA
1431
Corrado Advisors
New Jersey
$271K +$254K +2,825 New
RWP
1432
Revolve Wealth Partners
New Jersey
$271K +$254K +2,823 New
CCM
1433
Compton Capital Management
Rhode Island
$269K -$16.2K -180 -6%
LFA
1434
Laraway Financial Advisors
Minnesota
$269K
DOA
1435
D'Orazio & Associates
Virginia
$268K +$251K +2,791 New
AF
1436
Advisornet Financial
Minnesota
$268K -$320K -3,557 -56%
CWM
1437
Cahaba Wealth Management
Georgia
$266K -$2.61K -29 -1%
TA
1438
Townsend & Associates
Colorado
$265K
SIA
1439
Soltis Investment Advisors
Utah
$264K -$8.18K -91 -3%
SA
1440
Sicart Associates
New York
$264K
UAML
1441
US Asset Management LLC
Pennsylvania
$264K +$247K +2,753 New
BWP
1442
Balboa Wealth Partners
Arizona
$264K +$247K +2,748 New
DU
1443
Delphia (USA)
Ontario, Canada
$264K -$28.2K -314 -10%
LI
1444
LVZ Inc
Michigan
$262K +$245K +2,729 New
PWM
1445
Paulson Wealth Management
Illinois
$262K +$245K +2,728 New
FIA
1446
Foundations Investment Advisors
Arizona
$262K +$245K +2,725 New
LSPW
1447
Lake Street Private Wealth
Illinois
$262K -$24.7K -275 -9%
AC
1448
Apella Capital
Connecticut
$260K +$243K +2,706 New
CWP
1449
CFM Wealth Partners
Texas
$258K +$241K +2,686 New
PCA
1450
Prosperity Capital Advisors
Ohio
$258K +$241K +2,684 New

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.