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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
MTC
151
McDaniel Terry & Co
Texas
$26.8M -$25.1K -279 -0.1%
FWCM
152
Ferguson Wellman Capital Management
Oregon
$26.8M +$19.1M +212,353 +319%
CDH
153
Charles D. Hyman
$26.6M +$150K +1,672 +0.6%
LGF
154
LGT Group Foundation
Liechtenstein
$26.2M -$898K -9,993 -4%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$24.6M -$430K -4,783 -2%
AAMU
156
AEGON Asset Management (UK)
United Kingdom
$24.4M -$809 -9 -0%
FP
157
Foundry Partners
Minnesota
$24.4M -$293K -3,260 -1%
Assenagon Asset Management
158
Assenagon Asset Management
Luxembourg
$24.4M -$42.4M -471,720 -65%
AWM
159
Absher Wealth Management
North Carolina
$24.4M -$4.34M -48,262 -16%
Corient Private Wealth
160
Corient Private Wealth
Florida
$24.3M +$22.7M +252,998 New
PI
161
PFS Investments
Georgia
$23.9M +$22.4M +248,682 New
ACM
162
Argent Capital Management
Missouri
$23.8M -$77.8K -866 -0.3%
AHB
163
Abner Herrman & Brock
New Jersey
$23.8M +$41.4K +461 +0.2%
BG
164
Bollard Group
Massachusetts
$23.8M -$159K -1,774 -0.7%
Calamos Advisors
165
Calamos Advisors
Illinois
$23.8M -$3.93M -43,742 -15%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$23.6M +$367K +4,086 +2%
SYBT
167
Stock Yards Bank & Trust
Kentucky
$23.4M -$132K -1,467 -0.6%
Asset Management One
168
Asset Management One
Japan
$23.3M -$1.75M -19,453 -7%
RCW
169
Rheos Capital Works
Japan
$23.3M +$4.49M +50,000 +26%
USAA
170
United Services Automobile Association
Texas
$22.8M -$55.6K -618 -0.3%
SGDR
171
SPX Gestao de Recursos
Brazil
$22.5M +$8.06M +89,700 +62%
Caisse de Depot et Placement du Quebec (CDPQ)
172
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.4M -$14.1M -157,100 -40%
VMPIC
173
Varma Mutual Pension Insurance Co
Finland
$22.2M +$422K +4,695 +2%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$22M +$11.2M +124,833 +120%
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$21.9M -$3.84M -42,689 -14%

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.