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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
AWAG
1476
ARS Wealth Advisors Group
Florida
$237K +$222K +2,471 New
RIA
1477
Realta Investment Advisors
Delaware
$237K +$221K +2,463 New
CFA
1478
Compass Financial Advisors
Indiana
$237K +$221K +2,463 New
CWM
1479
CarsonAllaria Wealth Management
Illinois
$236K +$360 +4 +0.2%
EIA
1480
Edgemoor Investment Advisors
Maryland
$235K +$220K +2,448 New
VC
1481
Vicus Capital
Pennsylvania
$234K -$269K -2,988 -55%
CA
1482
Cortland Associates
Missouri
$234K +$219K +2,432 New
VWM
1483
Valley Wealth Managers
New Jersey
$234K -$156K -1,738 -42%
SAM
1484
Secure Asset Management
Michigan
$234K +$219K +2,431 New
JWA
1485
JFS Wealth Advisors
Pennsylvania
$233K -$1.35K -15 -0.6%
LC
1486
Lindbrook Capital
California
$233K +$16.6K +185 +8%
1WM
1487
1900 Wealth Management
Texas
$231K +$216K +2,406 New
SOW
1488
State of Wyoming
Wyoming
$231K -$191K -2,122 -47%
WPWM
1489
Windward Private Wealth Management
Kansas
$231K +$216K +2,400 New
JLBC
1490
J.L. Bainbridge & Co
Florida
$230K +$215K +2,396 New
GP
1491
Girard Partners
Pennsylvania
$230K +$215K +2,394 New
WI
1492
Wedgewood Investors
Pennsylvania
$229K +$215K +2,389 New
SFS
1493
Stiles Financial Services
Minnesota
$229K +$214K +2,383 New
BBW
1494
Blue Barn Wealth
Utah
$228K +$214K +2,378 New
WDL
1495
Well Done LLC
Michigan
$228K +$214K +2,377 New
FCA
1496
FinTrust Capital Advisors
South Carolina
$228K -$15.1K -168 -7%
VT
1497
Vise Technologies
New York
$228K +$214K +2,376 New
SCM
1498
Stonehearth Capital Management
Massachusetts
$227K +$213K +2,365 New
CNB
1499
Camden National Bank
Maine
$227K +$213K +2,368 New
FPAS
1500
Focus Partners Advisor Solutions
Missouri
$227K -$42.1K -468 -17%

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.