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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
Credit Agricole
1576
Credit Agricole
France
$28K
LB
1577
Legacy Bridge
Iowa
$28K
RCG
1578
Rock Creek Group
District of Columbia
$26K -$25.7K -309 -46%
CH
1579
Canton Hathaway
Rhode Island
$26K
WPWM
1580
Western Pacific Wealth Management
Illinois
$26K +$30.1K +362 New
EWA
1581
EverSource Wealth Advisors
Alabama
$25K -$10.3K -124 -27%
HWMA
1582
Heritage Wealth Management (Arizona)
Arizona
$25K +$3.57K +43 +14%
GFPC
1583
Global Financial Private Client
Florida
$24.1K
CJL
1584
Cyrus J. Lawrence
New York
$23K
FCB
1585
First Command Bank
Texas
$22K -$1.16K -14 -4%
FCFS
1586
First Command Financial Services
Texas
$22K -$1.16K -14 -4%
NFSG
1587
Newbridge Financial Services Group
Florida
$22K
SWM
1588
Selective Wealth Management
Virginia
$22K
APW
1589
Axim Planning & Wealth
Ohio
$22K +$24.9K +300 New
FP
1590
Financial Perspectives
Minnesota
$21.9K
TCCM
1591
Timber Creek Capital Management
Massachusetts
$21K -$4.15K -50 -14%
MRCM
1592
M&R Capital Management
New Jersey
$21K
NSB
1593
Norway Savings Bank
Maine
$21K
TCM
1594
Tradewinds Capital Management
Washington
$21K
MCM
1595
MV Capital Management
Maryland
$21K +$18.6K +224 +356%
WWP
1596
WR Wealth Planners
Missouri
$20.5K -$18.9K -228 -45%
BCA
1597
Bray Capital Advisors
Florida
$20K
EARNEST Partners
1598
EARNEST Partners
Georgia
$19K -$4.32K -52 -16%
HCM
1599
Horrell Capital Management
Arkansas
$19K
OA
1600
Operose Advisors
Wisconsin
$19K

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.