We are live on ! Find out more
EMR icon

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
MIG
1451
McGuire Investment Group
Rhode Island
$256K +$240K +2,665 New
LNWTC
1452
Laird Norton Wetherby Trust Company
Washington
$255K +$238K +2,652 New
HIIFS
1453
Harel Insurance Investments & Financial Services
Israel
$254K +$238K +2,643 New
LFG
1454
Lockerman Financial Group
California
$254K +$237K +2,641 New
CWM
1455
Connecticut Wealth Management
Connecticut
$252K +$236K +2,625 New
JIP
1456
Jaffetilchin Investment Partners
Florida
$251K +$235K +2,609 New
TFA
1457
Transamerica Financial Advisors
Florida
$248K +$19.6K +218 +9%
BOS
1458
Bank of Stockton
California
$248K +$232K +2,585 New
ACI
1459
Alpha Cubed Investments
California
$248K +$232K +2,580 New
FNC
1460
First National Corp
Massachusetts
$248K +$232K +2,578 New
EBA
1461
Eagle Bay Advisors
New York
$247K +$113K +1,255 +95%
LTI
1462
Laffer Tengler Investments
Tennessee
$247K -$899 -10 -0.4%
BWM
1463
BerganKDV Wealth Management
Minnesota
$246K -$8.36K -93 -4%
HFRG
1464
Houlihan Financial Resource Group
Virginia
$245K
CCM
1465
Carmel Capital Management
California
$245K +$229K +2,550 New
RIM
1466
RW Investment Management
Idaho
$245K +$229K +2,550 New
GCM
1467
Gables Capital Management
Florida
$245K
LA
1468
LVW Advisors
New York
$244K +$228K +2,536 New
PAIM
1469
Punch & Associates Investment Management
Minnesota
$243K +$228K +2,532 New
WFA
1470
WMG Financial Advisors
Tennessee
$243K +$227K +2,530 New
UC
1471
Unio Capital
New Jersey
$240K +$225K +2,500 New
AIS
1472
AM Investment Strategies
Tennessee
$240K +$225K +2,500 New
CPO
1473
Cerity Partners OCIO
New York
$239K +$223K +2,484 New
CCM
1474
Coerente Capital Management
Ontario, Canada
$239K +$224K +2,492 New
CL
1475
COWA LLC
Oklahoma
$238K -$18K -200 -7%

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.