We are live on ! Find out more
EMR icon

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
OA
1651
Operose Advisors
Wisconsin
$20K
RDFA
1652
Ritter Daniher Financial Advisory
Ohio
$20K
TIM
1653
Tortoise Investment Management
New York
$20K
HFM
1654
Harvest Fund Management
China
$19K
RA
1655
Rise Advisors
New York
$19K +$1.76K +20 +9%
WA
1656
Win Advisors
Florida
$19K +$7.49K +85 +57%
M1FG
1657
Mach-1 Financial Group
Arkansas
$19K +$21.2K +240 New
SC
1658
Seldon Capital
California
$18K
KA
1659
Kozak & Associates
Colorado
$18K +$176 +2 +0.9%
DI
1660
Disciplined Investments
Oklahoma
$17K -$9.52K -108 -34%
MCC
1661
Money Concepts Capital
Florida
$16K -$223K -2,528 -93%
IWP
1662
IAG Wealth Partners
Wisconsin
$16K
JMF
1663
Johnson Midwest Financial
Iowa
$16K +$14.8K +168 +600%
HL
1664
Harding Loevner
New Jersey
$15K
TFGT
1665
TS Financial Group (TSFG)
Illinois
$15K +$5.11K +58 +43%
FBT
1666
First Bank & Trust
South Dakota
$14K
MUMSS
1667
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K
PCH
1668
Polar Capital Holdings
United Kingdom
$13.2K -$746K -8,466 -5%
CAL
1669
Capital Advisors Ltd
Ohio
$13K -$2.2K -25 -13%
CWM
1670
Cedar Wealth Management
California
$13K
SIS
1671
Sound Income Strategies
Florida
$13K
TLCM
1672
Twin Lakes Capital Management
California
$13K +$88 +1 +0.6%
IAMOG
1673
Investors Asset Management of Georgia
Georgia
$13K +$14.1K +160 New
RIM
1674
Rockbridge Investment Management
New York
$12.5K -$13.2K -150 -49%
PP
1675
PFS Partners
New Jersey
$12.3K +$88 +1 +0.6%

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.