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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
AAG
1526
Armstrong Advisory Group
Massachusetts
$214K +$200K +2,224 New
CPA
1527
Cardiff Park Advisors
California
$214K +$200K +2,224 New
AWG
1528
Altus Wealth Group
Colorado
$213K +$199K +2,219 New
CASB
1529
Cape Ann Savings Bank
Massachusetts
$213K +$199K +2,218 New
AA
1530
Alesco Advisors
New York
$211K +$198K +2,200 New
GIM
1531
Greylin Investment Management
Virginia
$211K +$198K +2,200 New
HCMG
1532
Howard Capital Management Group
California
$211K +$198K +2,198 New
WTB
1533
Washington Trust Bank
Washington
$211K +$198K +2,201 New
CC
1534
Cadinha & Co
Hawaii
$211K +$197K +2,192 New
EP
1535
Eudaimonia Partners
Tennessee
$210K -$226K -2,514 -54%
AWAU
1536
Alliance Wealth Advisors (Utah)
Utah
$209K +$196K +2,179 New
FCT
1537
First Community Trust
Iowa
$209K
SFP
1538
Sandbox Financial Partners
Maryland
$208K +$195K +2,168 New
RAM
1539
Redmond Asset Management
Virginia
$207K +$194K +2,160 New
MWA
1540
Meridian Wealth Advisors
Texas
$207K +$194K +2,158 New
SFWA
1541
Summit Financial Wealth Advisors
Louisiana
$207K +$194K +2,154 New
IA
1542
IFG Advisors
Missouri
$206K +$193K +2,146 New
LI
1543
Lafayette Investments
Maryland
$206K +$193K +2,145 New
NQWM
1544
Northwest Quadrant Wealth Management
Oregon
$206K +$192K +2,140 New
AWM
1545
Aberdeen Wealth Management
Illinois
$205K +$192K +2,137 New
MS
1546
Madden Securities
Texas
$205K +$192K +2,137 New
FFC
1547
First Financial Corp
Indiana
$204K
JF
1548
Jump Financial
Illinois
$203K +$190K +2,115 New
KFGK
1549
Keystone Financial Group (Kentucky)
Kentucky
$203K +$190K +2,112 New
TA
1550
TFG Advisers
Michigan
$202K +$189K +2,106 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.