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Emerson Electric

1,794 hedge funds and large institutions have $42.7B invested in Emerson Electric in 2022 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 687 increasing their positions, 643 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more call options, than puts

Call options by funds: $386M | Put options by funds: $332M

16% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 117

6% more capital invested

Capital invested by funds: $40.4B → $42.7B (+$2.27B)

7% more repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 643

0.6% more ownership

Funds ownership: 73.28%73.88% (+0.6%)

0% less funds holding

Funds holding: 1,7971,794 (-3)

Holders
1,794
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
28.3%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
136
Increased
687
Reduced
643
Closed
117
Calls
$386M
Puts
$332M
Net Calls
+$54M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1701
Certified Advisory Corp
Florida
$34K +$33.6K +355 New
SPWM
1702
Spartan Planning & Wealth Management
North Carolina
$33K +$32.3K +341 New
BWA
1703
BDO Wealth Advisors
Florida
$32K
GFPC
1704
Global Financial Private Client
Florida
$31.4K
SQA
1705
Simon Quick Advisors
New Jersey
$31K +$473 +5 +2%
DI
1706
Disciplined Investments
Oklahoma
$31K +$3.5K +37 +13%
RIM
1707
Rockbridge Investment Management
New York
$30.2K
HWMA
1708
Heritage Wealth Management (Arizona)
Arizona
$30K +$28.9K +305 New
FP
1709
Financial Perspectives
Minnesota
$29.4K +$95 +1 +0.3%
SWM
1710
Selective Wealth Management
Virginia
$29K -$18.9K -200 -40%
FCB
1711
First Command Bank
Texas
$29K -$10.6K -112 -27%
FCFS
1712
First Command Financial Services
Texas
$29K
MRCM
1713
M&R Capital Management
New Jersey
$29K
NFSG
1714
Newbridge Financial Services Group
Florida
$29K
NSB
1715
Norway Savings Bank
Maine
$28K -$9.47K -100 -26%
BWL
1716
Bogart Wealth LLC
Virginia
$28K +$9.47K +100 +53%
LF
1717
Lee Financial
Texas
$28K +$26.5K +280 +5,600%
PAG
1718
Paladin Advisory Group
Iowa
$28K +$27.6K +292 New
BCA
1719
Bray Capital Advisors
Florida
$27K
EARNEST Partners
1720
EARNEST Partners
Georgia
$26K
IFS
1721
Intelligent Financial Strategies
Minnesota
$26K +$189 +2 +0.8%
UIA
1722
Ulland Investment Advisors
Minnesota
$26K +$25.1K +265 New
HCM
1723
Horrell Capital Management
Arkansas
$25K
OA
1724
Operose Advisors
Wisconsin
$25K
RDFA
1725
Ritter Daniher Financial Advisory
Ohio
$25K

EMR Hedge Fund Activity: Q1 2022 in Review

1,794 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2022, worth a combined $42.7B — up 5.6% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new EMR positions and 117 closed out — a net gain of 19 holders — while 687 added to existing stakes and 643 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $320M. The largest seller was Charles Schwab, cutting an estimated $567M.

  • 1,794 institutional investors held Emerson Electric (EMR) as of Q1 2022, down from 1,797 in Q4 2021.
  • Funds reported $42.7B of Emerson Electric stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 136 funds opened new Emerson Electric positions in Q1 2022 and 117 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q1 2022 was Nordea Investment Management, an estimated $320M added.
  • The largest Emerson Electric seller in Q1 2022 was Charles Schwab, an estimated $567M sold.

Based on aggregated 13F filings for Q1 2022.