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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
WWP
1701
WR Wealth Planners
Missouri
$27K +$90 +1 +0.4%
SPWM
1702
Spartan Planning & Wealth Management
North Carolina
$26.8K +$25.1K +279 New
IFS
1703
Intelligent Financial Strategies
Minnesota
$25.6K +$90 +1 +0.4%
EARNEST Partners
1704
EARNEST Partners
Georgia
$25.4K
HCM
1705
Horrell Capital Management
Arkansas
$25K
OA
1706
Operose Advisors
Wisconsin
$24.5K
IUHSA
1707
Itau Unibanco Holding S.A.
Brazil
$24.5K +$22.8K +254 New
KLWA
1708
Kelly Lawrence W & Associates
California
$24K
RDFA
1709
Ritter Daniher Financial Advisory
Ohio
$24K
GTAM
1710
Global Trust Asset Management
Florida
$24K +$12.5K +139 +125%
RA
1711
Rise Advisors
New York
$23.4K +$90 +1 +0.4%
WA
1712
Win Advisors
Florida
$23.1K +$1.17K +13 +6%
LS
1713
Leelyn Smith
Illinois
$23.1K +$8.99K +100 +71%
LF
1714
Lee Financial
Texas
$22.9K
SC
1715
Seldon Capital
California
$22.1K
BCA
1716
Bray Capital Advisors
Florida
$21.6K -$4.5K -50 -18%
KA
1717
Kozak & Associates
Colorado
$21K +$90 +1 +0.5%
UIA
1718
Ulland Investment Advisors
Minnesota
$20K
DI
1719
Disciplined Investments
Oklahoma
$19.6K +$1.26K +14 +7%
FWA
1720
Freedom Wealth Alliance
Wisconsin
$19.2K +$18K +200 New
SGC
1721
Slocum, Gordon & Co
Rhode Island
$19.2K +$18K +200 New
JMF
1722
Johnson Midwest Financial
Iowa
$19K +$90 +1 +0.5%
DJSG
1723
D.J. St. Germain
Massachusetts
$18.2K -$16.2K -180 -1%
RDIA
1724
RE Dickinson Investment Advisors
Iowa
$18K
CWM
1725
Cedar Wealth Management
California
$16K

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.