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Emerson Electric

1,794 hedge funds and large institutions have $42.7B invested in Emerson Electric in 2022 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 687 increasing their positions, 643 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more call options, than puts

Call options by funds: $386M | Put options by funds: $332M

16% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 117

6% more capital invested

Capital invested by funds: $40.4B → $42.7B (+$2.27B)

7% more repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 643

0.6% more ownership

Funds ownership: 73.28%73.88% (+0.6%)

0% less funds holding

Funds holding: 1,7971,794 (-3)

Holders
1,794
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
28.3%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.3%
New
136
Increased
687
Reduced
643
Closed
117
Calls
$386M
Puts
$332M
Net Calls
+$54M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1751
GoalVest Advisory
New York
$14K +$13.6K +144 New
APC
1752
Aspire Private Capital
North Carolina
$13K -$7.01K -74 -36%
TFGT
1753
TS Financial Group (TSFG)
Illinois
$13K
ETC
1754
Exchange Traded Concepts
Oklahoma
$12K -$95 -1 -0.8%
CM
1755
Cornerstone Management
Georgia
$11.9K
CB
1756
CNB Bank
Pennsylvania
$11K -$9.47K -100 -48%
PGAM
1757
Princeton Global Asset Management
New Jersey
$11K
TF
1758
TimeScale Financial
Massachusetts
$11K +$95 +1 +0.9%
1832 Asset Management
1759
1832 Asset Management
Ontario, Canada
$10K -$1.22M -12,863 -99%
IRAG
1760
Investment Research & Advisory Group
Georgia
$10K
LWP
1761
Laurel Wealth Planning
Minnesota
$8K
ODG
1762
O'Dell Group
Ohio
$8K
PFA
1763
Professional Financial Advisors
Nebraska
$8K
BCMLT
1764
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$7.38K +78 New
PO
1765
Private Ocean
California
$7K -$94.7K -1,000 -93%
CWM
1766
Cranbrook Wealth Management
Michigan
$7K
LPWM
1767
Lake Point Wealth Management
Texas
$7K
MW
1768
Milestone Wealth
New York
$7K
MWA
1769
Miller Wealth Advisors
Colorado
$7K
CAGAS
1770
Capital Advisory Group Advisory Services
Minnesota
$7K +$6.53K +69 New
WFA
1771
West Financial Advisors
Iowa
$7K +$6.53K +69 New
CI
1772
Cordant Inc
Oregon
$7K +$6.82K +72 New
HS
1773
Horan Securities
United States
$6K -$95 -1 -2%
CSB
1774
City State Bank
Iowa
$6K
CCM
1775
Cribstone Capital Management
Maine
$6K

EMR Hedge Fund Activity: Q1 2022 in Review

1,794 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2022, worth a combined $42.7B — up 5.6% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new EMR positions and 117 closed out — a net gain of 19 holders — while 687 added to existing stakes and 643 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $320M. The largest seller was Charles Schwab, cutting an estimated $567M.

  • 1,794 institutional investors held Emerson Electric (EMR) as of Q1 2022, down from 1,797 in Q4 2021.
  • Funds reported $42.7B of Emerson Electric stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 136 funds opened new Emerson Electric positions in Q1 2022 and 117 closed out, a net change of +19 holders.
  • The largest Emerson Electric buyer in Q1 2022 was Nordea Investment Management, an estimated $320M added.
  • The largest Emerson Electric seller in Q1 2022 was Charles Schwab, an estimated $567M sold.

Based on aggregated 13F filings for Q1 2022.