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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
MSFP
1601
Mark Sheptoff Financial Planning
Connecticut
$112K
TSW
1602
Thompson Siegel & Walmsley
Virginia
$111K
FMP
1603
Financial Management Professionals
Texas
$110K
TCWA
1604
Ten Capital Wealth Advisors
Washington
$110K -$8.09K -90 -7%
GEA
1605
Glen Eagle Advisors
New Jersey
$108K +$90 +1 +0.1%
ZIG
1606
Zullo Investment Group
Pennsylvania
$108K
HB
1607
Horizon Bancorp
Indiana
$107K +$100K +1,113 New
PSB
1608
Piscataqua Savings Bank
New Hampshire
$106K
SIS
1609
Sound Income Strategies
Florida
$106K +$539 +6 +0.5%
QC
1610
Quent Capital
New York
$103K
TLA
1611
Tanglewood Legacy Advisors
Texas
$102K +$95.6K +1,063 New
SWM
1612
Sugarloaf Wealth Management
Georgia
$102K -$16.3K -181 -15%
MA
1613
MCF Advisors
Kentucky
$102K -$989 -11 -1%
TWA
1614
TCI Wealth Advisors
Arizona
$100K -$17.5K -195 -16%
MPCL
1615
My Personal CFO LLC
Washington
$99.6K +$93.2K +1,037 New
HFM
1616
Harvest Fund Management
China
$98K +$70K +779 +325%
BCM
1617
Blume Capital Management
California
$96.1K
BSWA
1618
Bromfield Sneider Wealth Advisors
Massachusetts
$96.1K
IBOK
1619
Independence Bank of Kentucky
Kentucky
$95K +$27K +300 +44%
FIA
1620
FNY Investment Advisers
New York
$95K +$89K +990 New
ANBT
1621
American National Bank & Trust
Texas
$94K +$629 +7 +0.7%
OSNBOA
1622
Old Second National Bank of Aurora
Illinois
$91.8K
PCTC
1623
Perkins Coie Trust Company
Washington
$91.3K
CSWM
1624
Cassady Schiller Wealth Management
Ohio
$89K +$83.2K +926 New
EI
1625
Ellevest Inc
New York
$88.8K -$235K -2,612 -74%

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.