We are live on ! Find out more
EMR icon

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
SWM
1501
Sugarloaf Wealth Management
Georgia
$91K +$415 +5 +0.4%
JWM
1502
Janiczek Wealth Management
Colorado
$91K +$48.5K +584 +102%
TWA
1503
TCI Wealth Advisors
Arizona
$91K +$57.3K +690 +126%
CT
1504
Clearstead Trust
Maine
$91K +$104K +1,247 New
CYG
1505
Clean Yield Group
Vermont
$90K
TCWA
1506
Ten Capital Wealth Advisors
Washington
$90K +$13.4K +161 +15%
WBC
1507
West Branch Capital
Massachusetts
$89K
KFI
1508
Key Financial Inc
Pennsylvania
$87K +$21.7K +261 +28%
CHA
1509
Carmichael Hill & Associates
Maryland
$86K
AIP
1510
Almanack Investment Partners
Pennsylvania
$85K -$118K -1,422 -55%
TSW
1511
Thompson Siegel & Walmsley
Virginia
$85K -$9.14K -110 -9%
MSFP
1512
Mark Sheptoff Financial Planning
Connecticut
$85K
FMP
1513
Financial Management Professionals
Texas
$84K -$15.2K -183 -14%
GEA
1514
Glen Eagle Advisors
New Jersey
$82.1K +$33.3K +401 +56%
ZIG
1515
Zullo Investment Group
Pennsylvania
$82K -$7.06K -85 -7%
PSB
1516
Piscataqua Savings Bank
New Hampshire
$81K
SCA
1517
Stonebridge Capital Advisors
Minnesota
$81K +$997 +12 +1%
SIS
1518
Sound Income Strategies
Florida
$80K +$76.7K +924 +547%
MA
1519
MCF Advisors
Kentucky
$78K
QC
1520
Quent Capital
New York
$78K +$8.8K +106 +11%
HGERS
1521
Householder Group Estate & Retirement Specialist
Arizona
$76K +$86.6K +1,043 New
TC
1522
Truvestments Capital
Florida
$74K -$103K -1,243 -55%
BCM
1523
Blume Capital Management
California
$73K
BSWA
1524
Bromfield Sneider Wealth Advisors
Massachusetts
$73K
ANBT
1525
American National Bank & Trust
Texas
$71K +$3.65K +44 +5%

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.