We are live on ! Find out more
EMR icon

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
BWL
1751
Bogart Wealth LLC
Virginia
$9.61K
IRAG
1752
Investment Research & Advisory Group
Georgia
$9.61K
BWA
1753
BDO Wealth Advisors
Florida
$9.22K -$9.53K -106 -52%
MUMSS
1754
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$8.09K -90 -50%
TF
1755
TimeScale Financial
Massachusetts
$8.45K
SC
1756
Schubert & Co
Texas
$7.68K -$1.17K -13 -14%
LWP
1757
Laurel Wealth Planning
Minnesota
$7.68K
CP
1758
Castleview Partners
Texas
$7.58K +$7.1K +79 New
RTC
1759
Riverview Trust Company
Washington
$7K -$14.7K -163 -69%
MWA
1760
Miller Wealth Advisors
Colorado
$7K
PO
1761
Private Ocean
California
$6.82K
SWA
1762
SOA Wealth Advisors
New York
$6.66K
HS
1763
Horan Securities
United States
$6.05K
CSB
1764
City State Bank
Iowa
$6K
VCM
1765
Versant Capital Management
Arizona
$5.96K +$629 +7 +13%
CCM
1766
Cribstone Capital Management
Maine
$5.76K
IAS
1767
IMA Advisory Services
Colorado
$5.76K +$5.39K +60 New
FIM
1768
FWL Investment Management
Texas
$5.28K +$4.94K +55 New
BA
1769
Bellwether Advisors
Nebraska
$5K
FGAM
1770
Financial Gravity Asset Management
Texas
$4.85K +$8.63K +96 New
FCA
1771
Fortis Capital Advisors
Kansas
$4.8K +$4.5K +50 New
WOSD
1772
WFA of San Diego
California
$4.8K +$4.5K +50 New
JFGIW
1773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.61K -$34K -378 -89%
Lazard Asset Management
1774
Lazard Asset Management
New York
$4K -$12.2M -136,034 -100%
PPWM
1775
PFG Private Wealth Management
Florida
$4K

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.