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Emerson Electric

1,722 hedge funds and large institutions have $34.6B invested in Emerson Electric in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 680 increasing their positions, 620 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $297M | Put options by funds: $259M

10% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 620

3.79% less ownership

Funds ownership: 73.88%70.09% (-3.8%)

4% less funds holding

Funds holding: 1,7941,722 (-72)

19% less capital invested

Capital invested by funds: $42.7B → $34.6B (-$8.11B)

30% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 156

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
1,722
Holders Change
-72
Holders Change %
-4.01%
% of All Funds
29.01%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
109
Increased
680
Reduced
620
Closed
156
Calls
$297M
Puts
$259M
Net Calls
+$38.6M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1626
Riverview Trust Company
Washington
$29K
BWL
1627
Bogart Wealth LLC
Virginia
$29K +$6.26K +71 +25%
GI
1628
Gradient Investments
Minnesota
$29K +$14.1K +160 +77%
CH
1629
Canton Hathaway
Rhode Island
$28K
TCCM
1630
Timber Creek Capital Management
Massachusetts
$27K
BWA
1631
BDO Wealth Advisors
Florida
$26K
GFPC
1632
Global Financial Private Client
Florida
$25.6K
CJL
1633
Cyrus J. Lawrence
New York
$25K -$15.9K -180 -36%
FCB
1634
First Command Bank
Texas
$25K +$1.23K +14 +5%
FCFS
1635
First Command Financial Services
Texas
$25K +$1.23K +14 +5%
EARNEST Partners
1636
EARNEST Partners
Georgia
$25K +$4.58K +52 +20%
HWMA
1637
Heritage Wealth Management (Arizona)
Arizona
$24.3K
NFSG
1638
Newbridge Financial Services Group
Florida
$24K
SWM
1639
Selective Wealth Management
Virginia
$24K
BIA
1640
Bell Investment Advisors
California
$24K +$26.7K +303 New
FP
1641
Financial Perspectives
Minnesota
$23.8K
MRCM
1642
M&R Capital Management
New Jersey
$23K
NSB
1643
Norway Savings Bank
Maine
$23K
LF
1644
Lee Financial
Texas
$23K +$617 +7 +2%
TCM
1645
Tradewinds Capital Management
Washington
$22K -$130K -1,479 -84%
BCA
1646
Bray Capital Advisors
Florida
$22K
BRWM
1647
B. Riley Wealth Management
Tennessee
$21.8K +$493K +5,590 +181%
HCM
1648
Horrell Capital Management
Arkansas
$21K
UIA
1649
Ulland Investment Advisors
Minnesota
$21K
IFS
1650
Intelligent Financial Strategies
Minnesota
$21K +$88 +1 +0.4%

EMR Hedge Fund Activity: Q2 2022 in Review

1,722 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2022, worth a combined $34.6B — down 19% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of EMR and 109 opened new positions — a net loss of 47 holders — while 620 trimmed existing stakes and 680 added.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was DZ Bank, cutting an estimated $264M.

  • 1,722 institutional investors held Emerson Electric (EMR) as of Q2 2022, down from 1,794 in Q1 2022.
  • Funds reported $34.6B of Emerson Electric stock for Q2 2022, down 19% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q2 2022 and 156 closed out, a net change of -47 holders.
  • The largest Emerson Electric buyer in Q2 2022 was Morgan Stanley, an estimated $241M added.
  • The largest Emerson Electric seller in Q2 2022 was DZ Bank, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2022.