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Emerson Electric

1,722 hedge funds and large institutions have $34.6B invested in Emerson Electric in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 680 increasing their positions, 620 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $297M | Put options by funds: $259M

10% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 620

3.79% less ownership

Funds ownership: 73.88%70.09% (-3.8%)

4% less funds holding

Funds holding: 1,7941,722 (-72)

19% less capital invested

Capital invested by funds: $42.7B → $34.6B (-$8.11B)

30% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 156

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
1,722
Holders Change
-72
Holders Change %
-4.01%
% of All Funds
29.01%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
109
Increased
680
Reduced
620
Closed
156
Calls
$297M
Puts
$259M
Net Calls
+$38.6M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1776
Arden Trust
Delaware
-$280K -2,848 Closed
EA
1777
Emerald Advisors
Washington
-$279K -2,842 Closed
SWK
1778
Stephen W. Kidder
-$277K -2,830 Closed
PAM
1779
Premier Asset Management
Illinois
-$273K -2,780 Closed
SFS
1780
Stiles Financial Services
Minnesota
-$272K -2,772 Closed
ZF
1781
Zhang Financial
Michigan
-$260K -2,651 Closed
HAC
1782
Harbor Advisory Corp
New Hampshire
-$260K -2,650 Closed
LG
1783
LaFleur & Godfrey
Michigan
-$254K -2,595 Closed
ZCA
1784
Zeke Capital Advisors
Pennsylvania
-$247K -2,517 Closed
AIS
1785
AM Investment Strategies
Tennessee
-$245K -2,500 Closed
UC
1786
Unio Capital
New Jersey
-$245K -2,500 Closed
CFA
1787
CWS Financial Advisors
Michigan
-$245K -2,495 Closed
RWP
1788
Revolve Wealth Partners
New Jersey
-$245K -2,494 Closed
CCM
1789
Coerente Capital Management
Ontario, Canada
-$244K -2,492 Closed
EBT
1790
Enterprise Bank & Trust
Massachusetts
-$240K -2,448 Closed
JLBC
1791
J.L. Bainbridge & Co
Florida
-$239K -2,439 Closed
NQWM
1792
Northwest Quadrant Wealth Management
Oregon
-$240K -2,437 Closed
EIA
1793
Edgemoor Investment Advisors
Maryland
-$238K -2,428 Closed
AT
1794
Arvest Trust
Oklahoma
-$236K -2,412 Closed
WPWM
1795
Windward Private Wealth Management
Kansas
-$235K -2,400 Closed
FTC
1796
Farmers Trust Company
Ohio
-$234K -2,389 Closed
WI
1797
Wedgewood Investors
Pennsylvania
-$234K -2,389 Closed
WFI
1798
West Family Investments
California
-$233K -2,381 Closed
CNB
1799
Camden National Bank
Maine
-$232K -2,368 Closed
AWM
1800
Accurate Wealth Management
Florida
-$231K -2,360 Closed

EMR Hedge Fund Activity: Q2 2022 in Review

1,722 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2022, worth a combined $34.6B — down 19% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of EMR and 109 opened new positions — a net loss of 47 holders — while 620 trimmed existing stakes and 680 added.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was DZ Bank, cutting an estimated $264M.

  • 1,722 institutional investors held Emerson Electric (EMR) as of Q2 2022, down from 1,794 in Q1 2022.
  • Funds reported $34.6B of Emerson Electric stock for Q2 2022, down 19% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q2 2022 and 156 closed out, a net change of -47 holders.
  • The largest Emerson Electric buyer in Q2 2022 was Morgan Stanley, an estimated $241M added.
  • The largest Emerson Electric seller in Q2 2022 was DZ Bank, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2022.