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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
PFA
1651
Professional Financial Advisors
Nebraska
$6K
EWM
1652
Executive Wealth Management
Michigan
$5.25K -$5.42M -65,298 -93%
SWA
1653
SOA Wealth Advisors
New York
$5K -$498 -6 -8%
HS
1654
Horan Securities
United States
$5K
MW
1655
Milestone Wealth
New York
$5K
PO
1656
Private Ocean
California
$5K
MFT
1657
Moisand Fitzgerald Tamayo
Florida
$5K +$5.4K +65 New
ETC
1658
Exchange Traded Concepts
Oklahoma
$4K -$1.91K -23 -29%
VCM
1659
Versant Capital Management
Arizona
$4K -$83 -1 -2%
AWMS
1660
Advocacy Wealth Management Services
Georgia
$4K
CSB
1661
City State Bank
Iowa
$4K
CCM
1662
Cribstone Capital Management
Maine
$4K
EC
1663
EdgeRock Capital
Colorado
$4K +$4.07K +49 New
PPWM
1664
PFG Private Wealth Management
Florida
$3K -$233K -2,805 -99%
BA
1665
Bellwether Advisors
Nebraska
$3K
PWP
1666
Principle Wealth Partners
Connecticut
$2.96K +$190K +2,285 +6%
AWM
1667
Abound Wealth Management
Tennessee
$2.35K +$2.66K +32 New
SC
1668
Sierra Capital
Florida
$2K -$1.16K -14 -39%
BBPWM
1669
Blue Bell Private Wealth Management
Pennsylvania
$2K
GWSG
1670
GPS Wealth Strategies Group
Colorado
$2K
NMG
1671
New Millennium Group
Utah
$2K
WWM
1672
Wolff Wiese Magana
California
$1K -$1.66K -20 -57%
KFP
1673
KB Financial Partners
New Jersey
$1K
NDSI
1674
Newman Dignan & Sheerar Inc
Rhode Island
$972
MOS
1675
MGO One Seven
Ohio
$692 +$57K +686 +9%

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.