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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
IFS
1601
Intelligent Financial Strategies
Minnesota
$19K +$166 +2 +0.8%
HFM
1602
Harvest Fund Management
China
$18K
RDFA
1603
Ritter Daniher Financial Advisory
Ohio
$18K
RA
1604
Rise Advisors
New York
$18K +$83 +1 +0.4%
KLWA
1605
Kelly Lawrence W & Associates
California
$18K +$20.8K +250 New
RTC
1606
Riverview Trust Company
Washington
$17K -$11K -132 -36%
LF
1607
Lee Financial
Texas
$17K -$4.49K -54 -18%
WA
1608
Win Advisors
Florida
$17K -$498 -6 -3%
KA
1609
Kozak & Associates
Colorado
$17K
SC
1610
Seldon Capital
California
$17K
MCC
1611
Money Concepts Capital
Florida
$17K +$3.24K +39 +20%
CAL
1612
Capital Advisors Ltd
Ohio
$16K +$4.15K +50 +30%
CA
1613
Crewe Advisors
Utah
$16K +$8.72K +105 +91%
BWA
1614
BDO Wealth Advisors
Florida
$15K -$9.97K -120 -37%
UIA
1615
Ulland Investment Advisors
Minnesota
$15K -$4.98K -60 -23%
IWP
1616
IAG Wealth Partners
Wisconsin
$15K
DI
1617
Disciplined Investments
Oklahoma
$14K -$1.58K -19 -9%
HL
1618
Harding Loevner
New Jersey
$14K
TIM
1619
Tortoise Investment Management
New York
$13K -$5.81K -70 -28%
MUMSS
1620
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K
RDIA
1621
RE Dickinson Investment Advisors
Iowa
$13K
PCH
1622
Polar Capital Holdings
United Kingdom
$12.1K
CWM
1623
Cedar Wealth Management
California
$12K
IAMOG
1624
Investors Asset Management of Georgia
Georgia
$12K
TLCM
1625
Twin Lakes Capital Management
California
$12K +$83 +1 +0.6%

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.