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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
CRIG
1501
Charter Research & Investment Group
Connecticut
$226K +$211K +2,348 New
Kayne Anderson Rudnick Investment Management
1502
Kayne Anderson Rudnick Investment Management
California
$225K
FW
1503
FirstPurpose Wealth
Utah
$225K +$211K +2,342 New
BAM
1504
Beaumont Asset Management
Texas
$224K +$210K +2,333 New
SWK
1505
Stephen W. Kidder
$224K +$209K +2,330 New
CICI
1506
Capital Investment Counsel Inc
North Carolina
$224K +$209K +2,328 New
ZCA
1507
Zeke Capital Advisors
Pennsylvania
$223K +$209K +2,321 New
UBV
1508
United Bank (Virginia)
Virginia
$223K -$253K -2,814 -55%
BFA
1509
Bragg Financial Advisors
North Carolina
$223K +$209K +2,320 New
TA
1510
TruWealth Advisors
Louisiana
$223K +$208K +2,319 New
NW
1511
NewEdge Wealth
Pennsylvania
$223K -$45.1K -502 -18%
MPM
1512
Meritage Portfolio Management
Kansas
$222K -$4.2M -46,715 -95%
ONST
1513
Old North State Trust
North Carolina
$222K -$14.6K -162 -7%
PFGIA
1514
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$207K +2,306 New
NSEDCP
1515
NJ State Employees Deferred Compensation Plan
New Jersey
$221K -$243K -2,700 -54%
D
1516
Diversified
Delaware
$221K +$207K +2,299 New
CFA
1517
CWS Financial Advisors
Michigan
$220K +$219K +2,435 New
TCB
1518
Texas Capital Bancshares
Texas
$219K +$205K +2,282 New
DWM
1519
Dakota Wealth Management
Florida
$219K +$205K +2,280 New
PFA
1520
Plotkin Financial Advisors
Maryland
$218K +$204K +2,266 New
TCM
1521
Teza Capital Management
Illinois
$216K -$4.38M -48,685 -96%
RCA
1522
Ranch Capital Advisors
Florida
$216K +$202K +2,246 New
PCP
1523
Proficio Capital Partners
Massachusetts
$215K +$201K +2,241 New
AWM
1524
Axxcess Wealth Management
California
$215K +$201K +2,239 New
TPW
1525
TL Private Wealth
Texas
$214K +$198K +2,200 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.