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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
VF
1726
VitalStone Financial
Texas
$16K +$15.3K +170 New
TLCM
1727
Twin Lakes Capital Management
California
$15.7K +$90 +1 +0.6%
PP
1728
PFS Partners
New Jersey
$15.1K +$90 +1 +0.6%
BCMLT
1729
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.1K +$6.2K +69 +88%
TAIM
1730
TD Ameritrade Investment Management
Nebraska
$14K -$39.8K -443 -76%
AFIA
1731
America First Investment Advisors
Nebraska
$14K
BAAM
1732
Baker Avenue Asset Management
California
$13.5K +$12.7K +141 New
HCM
1733
Highlander Capital Management
New Jersey
$13K
TFGT
1734
TS Financial Group (TSFG)
Illinois
$13K
MFT
1735
Moisand Fitzgerald Tamayo
Florida
$12.7K +$6.02K +67 +103%
3IP
1736
3Chopt Investment Partners
Virginia
$12.7K +$11.9K +132 New
APC
1737
Aspire Private Capital
North Carolina
$12.6K
TCA
1738
Trifecta Capital Advisors
Illinois
$11.9K +$11.1K +124 New
CM
1739
Cornerstone Management
Georgia
$11.6K
MAWCM
1740
Mine & Arao Wealth Creation & Management
California
$11.3K
MSCM
1741
McElhenny Sheffield Capital Management
Texas
$11.3K +$10.6K +118 New
PGAM
1742
Princeton Global Asset Management
New Jersey
$11K
CAS
1743
Coppell Advisory Solutions
Texas
$10.8K +$10.1K +112 New
CASC
1744
Coppell Advisory Solutions Corp
Texas
$10.8K +$10.1K +112 New
EE
1745
EWG Elevate
California
$10.8K +$10.1K +112 New
CB
1746
CNB Bank
Pennsylvania
$10.4K
LFA
1747
Legend Financial Advisors
Pennsylvania
$10.4K
PFG
1748
Piershale Financial Group
Illinois
$10.3K +$9.62K +107 New
MYAM
1749
Meiji Yasuda Asset Management
Japan
$10.2K +$2M +22,281 +27%
TAM
1750
Tucker Asset Management
Colorado
$9.83K

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.