We are live on ! Find out more
EMR icon

Emerson Electric

1,722 hedge funds and large institutions have $34.6B invested in Emerson Electric in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 680 increasing their positions, 620 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $297M | Put options by funds: $259M

10% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 620

3.79% less ownership

Funds ownership: 73.88%70.09% (-3.8%)

4% less funds holding

Funds holding: 1,7941,722 (-72)

19% less capital invested

Capital invested by funds: $42.7B → $34.6B (-$8.11B)

30% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 156

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
1,722
Holders Change
-72
Holders Change %
-4.01%
% of All Funds
29.01%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
109
Increased
680
Reduced
620
Closed
156
Calls
$297M
Puts
$259M
Net Calls
+$38.6M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1526
McIlrath & Eck
Washington
$135K
CWM
1527
Castle Wealth Management
Florida
$135K +$149K +1,692 New
TFP
1528
Tilia Fiduciary Partners
North Carolina
$134K
T
1529
TOBAM
France
$134K
TIM
1530
Tevis Investment Management
Texas
$131K
PCG
1531
Private Capital Group
Connecticut
$129K -$127K -1,446 -47%
NIMI
1532
Natixis Investment Managers International
France
$129K -$36.2K -411 -20%
LFG
1533
Larson Financial Group
Missouri
$127K +$353 +4 +0.3%
ARMC
1534
American Research & Management Company
Massachusetts
$126K
BFPW
1535
BOK Financial Private Wealth
Colorado
$123K -$352K -3,991 -72%
FCA
1536
FinTrust Capital Advisors
South Carolina
$123K
C
1537
Covestor
United Kingdom
$120K -$1.59K -18 -1%
MWM
1538
Mascoma Wealth Management
New Hampshire
$118K
SSG
1539
Summit Securities Group
New York
$115K +$88.2K +1,000 +226%
BWM
1540
Baystate Wealth Management
Massachusetts
$112K +$88 +1 +0.1%
CMBA
1541
C.M. Bidwell & Associates
Hawaii
$110K +$122K +1,388 New
Pacer Advisors
1542
Pacer Advisors
Pennsylvania
$107K -$2.84M -32,215 -96%
FMP
1543
Financial Management Professionals
Texas
$106K +$11K +125 +10%
EBA
1544
Eagle Bay Advisors
New York
$104K +$115K +1,309 New
BONH
1545
Bank of New Hampshire
New Hampshire
$102K
TSW
1546
Thompson Siegel & Walmsley
Virginia
$101K -$11.6K -132 -9%
TSWM
1547
Tyler-Stone Wealth Management
Ohio
$100K
CYG
1548
Clean Yield Group
Vermont
$98K -$17.6K -200 -14%
SWM
1549
Sugarloaf Wealth Management
Georgia
$98K +$441 +5 +0.4%
RG
1550
Retirement Group
California
$97K +$49.2K +558 +84%

EMR Hedge Fund Activity: Q2 2022 in Review

1,722 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2022, worth a combined $34.6B — down 19% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of EMR and 109 opened new positions — a net loss of 47 holders — while 620 trimmed existing stakes and 680 added.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was DZ Bank, cutting an estimated $264M.

  • 1,722 institutional investors held Emerson Electric (EMR) as of Q2 2022, down from 1,794 in Q1 2022.
  • Funds reported $34.6B of Emerson Electric stock for Q2 2022, down 19% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q2 2022 and 156 closed out, a net change of -47 holders.
  • The largest Emerson Electric buyer in Q2 2022 was Morgan Stanley, an estimated $241M added.
  • The largest Emerson Electric seller in Q2 2022 was DZ Bank, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2022.