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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
LWANC
1651
Laurel Wealth Advisors (North Carolina)
North Carolina
$61.7K
AIC
1652
Archer Investment Corporation
Indiana
$60.1K
DAC
1653
Dividend Assets Capital
South Carolina
$60K
CT
1654
Colonial Trust
South Carolina
$59.7K -$160K -1,779 -74%
HNWAG
1655
High Net Worth Advisory Group
Florida
$58.9K -$4.5K -50 -8%
DWP
1656
Destiny Wealth Partners
Florida
$57.6K
NOI
1657
Newton One Investments
Delaware
$56.2K -$14.8K -165 -22%
TC
1658
Tacita Capital
Ontario, Canada
$56K
WPWM
1659
Western Pacific Wealth Management
Illinois
$54.4K +$18.3K +204 +56%
RG
1660
Retirement Group
California
$54K +$50.2K +558 New
GG
1661
Gleason Group
Kentucky
$51.6K +$360 +4 +0.8%
GFWA
1662
Grey Fox Wealth Advisors
Delaware
$50.9K +$47.6K +530 New
AWM
1663
Atticus Wealth Management
Florida
$50.6K -$6.56K -73 -12%
PA
1664
PSI Advisors
Florida
$50.6K
TIM
1665
Tortoise Investment Management
New York
$50.3K +$30.6K +340 +185%
LB
1666
Legacy Bridge
Iowa
$50K +$12.7K +141 +37%
WPA
1667
West Paces Advisors
Georgia
$49.2K
BIA
1668
Bell Investment Advisors
California
$48.2K +$8.36K +93 +23%
RFA
1669
Register Financial Advisors
Georgia
$48K +$44.9K +500 New
RCG
1670
Rock Creek Group
District of Columbia
$47.5K +$12.1K +135 +38%
RF
1671
Robbins Farley
New Hampshire
$46.9K
PP
1672
PrairieView Partners
Minnesota
$45K +$4.67K +52 +12%
FMTCOCP
1673
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K -$17.1K -190 -29%
OCM
1674
Osterweis Capital Management
California
$43.8K +$41K +456 New
AA
1675
Addison Advisors
Vermont
$43.6K -$36.8K -409 -47%

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.