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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$35.4M +$1.66M +18,430 +5%
SAM
127
Storebrand Asset Management
Norway
$35.4M +$1.76M +19,577 +6%
ZIM
128
Zacks Investment Management
Illinois
$35.3M +$1.27M +14,163 +4%
QP
129
Quilter Plc
United Kingdom
$34.8M +$18.9M +210,682 +139%
Osaic Holdings
130
Osaic Holdings
Arizona
$34.5M +$2.92M +32,462 +10%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.7M +$38.4K +427 +0.1%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$33.7M -$1.83M -20,335 -5%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$33.4M
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$33.3M -$13.5M -150,556 -30%
Comerica Bank
135
Comerica Bank
Texas
$32.8M -$102K -1,140 -0.3%
Nomura Asset Management
136
Nomura Asset Management
Japan
$32.5M +$2.48M +27,601 +9%
RCM
137
RNC Capital Management
California
$32.5M +$24.9M +276,937 +454%
SEI Investments
138
SEI Investments
Pennsylvania
$31.7M -$9.87M -109,848 -25%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$31.6M -$5.56M -61,903 -16%
CSIC
140
Clifford Swan Investment Counsel
California
$31.1M -$50.3K -559 -0.2%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$30.9M -$789K -8,776 -3%
UCFA
142
United Capital Financial Advisors
Texas
$30.6M +$274K +3,050 +1%
Aviva
143
Aviva
United Kingdom
$30.5M +$6.21M +69,128 +28%
ECM
144
ExodusPoint Capital Management
New York
$30.5M -$17.1M -190,477 -38%
BAM
145
Berkshire Asset Management
Pennsylvania
$30.1M +$669K +7,442 +2%
PFM
146
Parsec Financial Management
North Carolina
$30.1M +$643K +7,151 +2%
AWM
147
AE Wealth Management
Kansas
$29.7M +$928K +10,318 +3%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$27.6M +$3.02M +33,555 +13%
MSV
149
MN Services Vermogensbeheer
Netherlands
$27.3M -$4.31M -48,000 -14%
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$26.9M +$25.2M +280,000 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.