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Emerson Electric

1,794 hedge funds and large institutions have $42.7B invested in Emerson Electric in 2022 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 687 increasing their positions, 643 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more call options, than puts

Call options by funds: $386M | Put options by funds: $332M

16% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 117

6% more capital invested

Capital invested by funds: $40.4B → $42.7B (+$2.27B)

7% more repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 643

0.6% more ownership

Funds ownership: 73.28%73.88% (+0.6%)

0% less funds holding

Funds holding: 1,7971,794 (-3)

Holders
1,794
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
28.3%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
136
Increased
687
Reduced
643
Closed
117
Calls
$386M
Puts
$332M
Net Calls
+$54M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1601
Larson Financial Group
Missouri
$156K +$8.8K +93 +6%
ARMC
1602
American Research & Management Company
Massachusetts
$155K -$22.7K -240 -13%
C
1603
Covestor
United Kingdom
$150K +$50.1K +529 +53%
MWM
1604
Mascoma Wealth Management
New Hampshire
$146K
CFO
1605
CVA Family Office
Colorado
$146K +$35K +370 +33%
FCA
1606
FinTrust Capital Advisors
South Carolina
$144K -$123K -1,298 -47%
CYG
1607
Clean Yield Group
Vermont
$141K -$45.5K -481 -25%
BWM
1608
Baystate Wealth Management
Massachusetts
$138K +$3.41K +36 +3%
TSW
1609
Thompson Siegel & Walmsley
Virginia
$137K +$6.06K +64 +5%
LS
1610
Leelyn Smith
Illinois
$129K +$1.89K +20 +2%
BONH
1611
Bank of New Hampshire
New Hampshire
$125K +$121K +1,278 New
TSWM
1612
Tyler-Stone Wealth Management
Ohio
$123K +$2.37K +25 +2%
ZIG
1613
Zullo Investment Group
Pennsylvania
$121K
SWM
1614
Sugarloaf Wealth Management
Georgia
$121K +$379 +4 +0.3%
FMP
1615
Financial Management Professionals
Texas
$118K +$13.9K +147 +14%
HI
1616
Hoey Investments
Pennsylvania
$118K +$18.9K +200 +20%
APP
1617
Alpha Paradigm Partners
Illinois
$115K
MSFP
1618
Mark Sheptoff Financial Planning
Connecticut
$114K
BHWM
1619
Beaird Harris Wealth Management
Texas
$110K -$317K -3,347 -75%
PSB
1620
Piscataqua Savings Bank
New Hampshire
$108K
SCA
1621
Stonebridge Capital Advisors
Minnesota
$107K +$95 +1 +0.1%
TCWA
1622
Ten Capital Wealth Advisors
Washington
$105K +$66.3K +700 +188%
MA
1623
MCF Advisors
Kentucky
$105K +$101K +1,070 New
CHA
1624
Carmichael Hill & Associates
Maryland
$103K
WBC
1625
West Branch Capital
Massachusetts
$101K -$17K -180 -15%

EMR Hedge Fund Activity: Q1 2022 in Review

1,794 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2022, worth a combined $42.7B — up 5.6% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new EMR positions and 117 closed out — a net gain of 19 holders — while 687 added to existing stakes and 643 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $320M. The largest seller was Charles Schwab, cutting an estimated $567M.

  • 1,794 institutional investors held Emerson Electric (EMR) as of Q1 2022, down from 1,797 in Q4 2021.
  • Funds reported $42.7B of Emerson Electric stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 136 funds opened new Emerson Electric positions in Q1 2022 and 117 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q1 2022 was Nordea Investment Management, an estimated $320M added.
  • The largest Emerson Electric seller in Q1 2022 was Charles Schwab, an estimated $567M sold.

Based on aggregated 13F filings for Q1 2022.