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Emerson Electric

1,679 hedge funds and large institutions have $31.8B invested in Emerson Electric in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 668 increasing their positions, 618 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $277M | Put options by funds: $251M

3.46% more ownership

Funds ownership: 70.09%73.55% (+3.5%)

8% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 618

2% less funds holding

Funds holding: 1,7221,679 (-43)

8% less capital invested

Capital invested by funds: $34.6B → $31.8B (-$2.79B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

20% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 115

Holders
1,679
Holders Change
-43
Holders Change %
-2.5%
% of All Funds
28.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
92
Increased
668
Reduced
618
Closed
115
Calls
$277M
Puts
$251M
Net Calls
+$26.1M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
1726
Laird Norton Wetherby Trust Company
Washington
-$240K -3,027 Closed
PWM
1727
Paulson Wealth Management
Illinois
-$239K -3,011 Closed
BMO
1728
Beck Mack & Oliver
New York
-$239K -3,000 Closed
KFA
1729
Krane Funds Advisors
New York
-$236K -2,969 Closed
FNBSF
1730
First National Bank Sioux Falls
South Dakota
-$235K -2,959 Closed
ER
1731
Enlightenment Research
Florida
-$233K -2,924 Closed
FA
1732
FDx Advisors
Illinois
-$230K -2,892 Closed
ESBC
1733
E.S. Barr & Co
Kentucky
-$229K -2,875 Closed
RWA
1734
River Wealth Advisors
Pennsylvania
-$228K -2,866 Closed
DTC
1735
Davidson Trust Company
Washington
-$225K -2,824 Closed
SAM
1736
Seelaus Asset Management
New Jersey
-$219K -2,758 Closed
ARC
1737
Advisor Resource Council
Texas
-$218K -2,743 Closed
SP
1738
Successful Portfolios
Florida
-$215K -2,706 Closed
LA
1739
LVW Advisors
New York
-$215K -2,702 Closed
BOS
1740
Bank of Stockton
California
-$215K -2,700 Closed
CWP
1741
CFM Wealth Partners
Texas
-$214K -2,686 Closed
SAM
1742
Secure Asset Management
Michigan
-$213K -2,684 Closed
MIG
1743
McGuire Investment Group
Rhode Island
-$212K -2,665 Closed
AIA
1744
Affinity Investment Advisors
California
-$211K -2,659 Closed
Jacobs Levy Equity Management
1745
Jacobs Levy Equity Management
New Jersey
-$211K -2,656 Closed
CPC
1746
Cookson Peirce & Co
Pennsylvania
-$210K -2,644 Closed
BFA
1747
Bragg Financial Advisors
North Carolina
-$210K -2,641 Closed
LFG
1748
Lockerman Financial Group
California
-$210K -2,641 Closed
DA
1749
DSC Advisors
Illinois
-$210K -2,635 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1750
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$207K -2,600 Closed

EMR Hedge Fund Activity: Q3 2022 in Review

1,679 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2022, worth a combined $31.8B — down 8.1% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EMR and 92 opened new positions — a net loss of 23 holders — while 618 trimmed existing stakes and 668 added.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Bank of America, cutting an estimated $199M.

  • 1,679 institutional investors held Emerson Electric (EMR) as of Q3 2022, down from 1,722 in Q2 2022.
  • Funds reported $31.8B of Emerson Electric stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 92 funds opened new Emerson Electric positions in Q3 2022 and 115 closed out, a net change of -23 holders.
  • The largest Emerson Electric buyer in Q3 2022 was Fidelity Investments, an estimated $130M added.
  • The largest Emerson Electric seller in Q3 2022 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2022.