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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
IUHSA
1701
Itau Unibanco Holding S.A.
Brazil
$5K +$5.82K +66 New
BPC
1702
Banque Pictet & Cie
Switzerland
$4.82K +$2.15M +24,428 +68%
AWMS
1703
Advocacy Wealth Management Services
Georgia
$4K
BA
1704
Bellwether Advisors
Nebraska
$4K
VCM
1705
Versant Capital Management
Arizona
$4K +$353 +4 +8%
BFG
1706
Baron Financial Group
New Jersey
$3.18K
SC
1707
Sierra Capital
Florida
$3K -$970 -11 -23%
WWM
1708
Wolff Wiese Magana
California
$3K +$3.08K +35 New
GWMIA
1709
Global Wealth Management Investment Advisory
Florida
$3K +$3.26K +37 New
FMB
1710
Field & Main Bank
Kentucky
$3K +$3.88K +44 New
GWSG
1711
GPS Wealth Strategies Group
Colorado
$2K -$9.7K -110 -79%
BBPWM
1712
Blue Bell Private Wealth Management
Pennsylvania
$2K
KFP
1713
KB Financial Partners
New Jersey
$2K
NMG
1714
New Millennium Group
Utah
$2K +$2.29K +26 New
SFG
1715
Steward Financial Group
Texas
$2K +$3.17K +36 New
CAC
1716
Certified Advisory Corp
Florida
$1K -$30K -340 -96%
ACK
1717
Andrew C. Karlinski
$1K
HT
1718
HighTower Trust
Texas
$696 -$348K -3,943 -54%
ONST
1719
Old North State Trust
North Carolina
$210
WIM
1720
Westside Investment Management
California
$19 -$13.2K -150 -38%
RDIA
1721
RE Dickinson Investment Advisors
Iowa
$15
Barrow, Hanley, Mewhinney & Strauss
1722
Barrow, Hanley, Mewhinney & Strauss
Texas
-$105M -1,068,685 Closed
CVA
1723
Ceredex Value Advisors
Florida
-$72.6M -740,646 Closed
ECP
1724
Electron Capital Partners
New York
-$52.8M -538,121 Closed
Alyeska Investment Group
1725
Alyeska Investment Group
Illinois
-$32.5M -331,771 Closed

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.