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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
BFA
1551
Beaumont Financial Advisors
Massachusetts
$202K +$189K +2,106 New
PAM
1552
Premier Asset Management
Illinois
$202K -$60.7K -675 -24%
GDP
1553
Great Diamond Partners
Maine
$202K +$189K +2,104 New
HHAM
1554
HITE Hedge Asset Management
Massachusetts
$202K +$189K +2,100 New
FNBSF
1555
First National Bank Sioux Falls
South Dakota
$202K +$189K +2,099 New
CWC
1556
Carolinas Wealth Consulting
North Carolina
$202K
TA
1557
TrueWealth Advisors
Alabama
$201K +$188K +2,092 New
PCM
1558
Perritt Capital Management
Illinois
$198K +$185K +2,062 New
CT
1559
Clearstead Trust
Maine
$197K +$72.5K +807 +65%
LFG
1560
Larson Financial Group
Missouri
$196K +$360 +4 +0.2%
CF
1561
Centaurus Financial
California
$194K -$19.2K -214 -10%
ORAM
1562
One River Asset Management
Connecticut
$194K +$181K +2,012 New
ECG
1563
Edge Capital Group
Georgia
$190K
OC
1564
Oakworth Capital
Alabama
$189K -$29.1K -324 -14%
BFPW
1565
BOK Financial Private Wealth
Colorado
$188K +$53.9K +600 +44%
CFO
1566
CVA Family Office
Colorado
$184K +$21.6K +240 +14%
PVH
1567
Psagot Value Holdings
Israel
$180K
MHR
1568
Matthew Hamilton Rosenberg
$176K
MWM
1569
MinichMacGregor Wealth Management
New York
$176K +$164K +1,827 New
BHWM
1570
Beaird Harris Wealth Management
Texas
$170K -$32.3K -359 -17%
Dimensional Fund Advisors
1571
Dimensional Fund Advisors
Texas
$169K -$63.4M -704,826 -29%
HC
1572
Hoese & Co
Minnesota
$167K
AA
1573
Ancora Advisors
Ohio
$164K +$539 +6 +0.4%
TFM
1574
TFC Financial Management
Massachusetts
$163K -$38.1K -424 -20%
TFP
1575
Tilia Fiduciary Partners
North Carolina
$163K +$180 +2 +0.1%

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.