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
AWM
1776
Abound Wealth Management
Tennessee
$3.95K +$809 +9 +28%
IAA
1777
Independent Advisor Alliance
North Carolina
$3.44K +$34.5K +384 +1%
NMG
1778
New Millennium Group
Utah
$3.4K +$809 +9 +35%
ETC
1779
Exchange Traded Concepts
Oklahoma
$3.27K -$1.98K -22 -39%
MCM
1780
Magnolia Capital Management
New York
$3K +$2.61K +29 New
PCM
1781
Penserra Capital Management
California
$3K +$2.88K +32 New
TFA
1782
Toth Financial Advisory
Virginia
$2.59K -$7.19K -80 -75%
FA
1783
Fiduciary Alliance
South Carolina
$2.5K +$2.34K +26 New
KFP
1784
KB Financial Partners
New Jersey
$2K
BAM
1785
Baldrige Asset Management
Pennsylvania
$2K +$2.07K +23 New
LIM
1786
Longfellow Investment Management
Massachusetts
$1.67K -$547K -6,086 -100%
TCOT
1787
Trust Company of Toledo
Ohio
$1.35K -$1.8K -20 -0.1%
SC
1788
Sierra Capital
Florida
$1K -$629 -7 -32%
ECM
1789
Everence Capital Management
Indiana
$918
TWD
1790
True Wealth Design
Ohio
$768 +$719 +8 New
FFL
1791
Financial Freedom LLC
Ohio
$399 +$360 +4 New
CMP
1792
Coston McIsaac & Partners
Maine
$300 +$899 +10 +0.3%
ITIM
1793
Indiana Trust & Investment Management
Indiana
$298 -$5.12K -57 -2%
WIM
1794
Westside Investment Management
California
$9
Millennium Management
1795
Millennium Management
New York
-$140M -1,561,028 Closed
Adage Capital Partners
1796
Adage Capital Partners
Massachusetts
-$109M -1,492,596 Closed
WP
1797
Woodline Partners
California
-$35.3M -481,869 Closed
Qube Research & Technologies (QRT)
1798
Qube Research & Technologies (QRT)
United Kingdom
-$27.4M -373,712 Closed
TC
1799
TwinBeech Capital
New York
-$27.3M -372,299 Closed
VRS
1800
Virginia Retirement Systems
Virginia
-$23.3M -317,800 Closed

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.