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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
EIP
1526
Ellis Investment Partners
Pennsylvania
$71K +$9.88K +119 +14%
ADL
1527
Asset Dedication LLC
California
$71K +$80.6K +970 New
CTA
1528
Colonial Trust Advisors
South Carolina
$71K +$80.8K +973 New
OSNBOA
1529
Old Second National Bank of Aurora
Illinois
$70K
PCTC
1530
Perkins Coie Trust Company
Washington
$70K
GWS
1531
Glassman Wealth Services
Virginia
$69K -$1.91K -23 -2%
BAM
1532
Bellevue Asset Management
Washington
$68K
SWA
1533
Sutton Wealth Advisors
Florida
$67.7K +$2.74K +33 +4%
GGI
1534
Godsey & Gibb Inc
Virginia
$66K
PCFFS
1535
Pacific Center for Financial Services
California
$66K
AA
1536
Addison Advisors
Vermont
$63K +$4.49K +54 +7%
CCA
1537
Column Capital Advisors
Indiana
$62K
FRA
1538
Front Row Advisors
California
$59K
CCMW
1539
Cypress Capital Management (Wyoming)
Wyoming
$57K
CPA
1540
Cowen Prime Advisors
New York
$55K
NOI
1541
Newton One Investments
Delaware
$55K
AIM
1542
Axiom Investment Management
New York
$55K +$62.3K +750 New
FAM
1543
Fred Alger Management
New York
$53K +$60.3K +726 New
Bank of Montreal
1544
Bank of Montreal
Ontario, Canada
$52.7K +$2.43M +29,299 +4%
AWM
1545
AllSquare Wealth Management
New York
$51K
ACM
1546
Antonetti Capital Management
Florida
$51K
WWMSC
1547
Wagner Wealth Management (South Carolina)
South Carolina
$51K
VC
1548
Vestor Capital
Illinois
$51K +$57.8K +696 New
IBOK
1549
Independence Bank of Kentucky
Kentucky
$50K
HNWAG
1550
High Net Worth Advisory Group
Florida
$49K +$83 +1 +0.2%

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.