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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
ADL
1626
Asset Dedication LLC
California
$88K -$4.67K -52 -5%
GWS
1627
Glassman Wealth Services
Virginia
$87.4K -$2.43K -27 -3%
KFI
1628
Key Financial Inc
Pennsylvania
$87.2K
GGI
1629
Godsey & Gibb Inc
Virginia
$86.5K
BAM
1630
Bellevue Asset Management
Washington
$85.8K
MFG
1631
Mendota Financial Group
Wisconsin
$85.8K +$80.3K +893 New
SWA
1632
Sutton Wealth Advisors
Florida
$85.6K -$2.97K -33 -4%
CLOS
1633
Compagnie Lombard Odier SCmA
Switzerland
$84K -$113K -1,261 -59%
CCA
1634
Column Capital Advisors
Indiana
$82.9K +$1.17K +13 +2%
CTA
1635
Colonial Trust Advisors
South Carolina
$82.6K -$10.2K -113 -12%
HCM
1636
Hollencrest Capital Management
California
$80.1K +$75K +834 New
VC
1637
Vestor Capital
Illinois
$79K +$11.1K +123 +18%
FRA
1638
Front Row Advisors
California
$77K
HWMA
1639
Heritage Wealth Management (Arizona)
Arizona
$72.4K +$36.5K +406 +117%
CPA
1640
Cowen Prime Advisors
New York
$72K
FCB
1641
First Command Bank
Texas
$71K +$39.9K +444 +148%
FCFS
1642
First Command Financial Services
Texas
$71K +$39.9K +444 +148%
FAM
1643
Fred Alger Management
New York
$69.7K
GI
1644
Gradient Investments
Minnesota
$68.6K +$20.2K +225 +46%
AWM
1645
AllSquare Wealth Management
New York
$67.5K
ACM
1646
Antonetti Capital Management
Florida
$66.3K
CCMW
1647
Cypress Capital Management (Wyoming)
Wyoming
$64.8K -$9.44K -105 -13%
CPG
1648
Cornerstone Planning Group
New Jersey
$64.4K +$66.6K +741 New
RAM
1649
Riggs Asset Management
Pennsylvania
$62.3K
EWA
1650
EverSource Wealth Advisors
Alabama
$61.7K +$26.9K +299 +87%

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.