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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
CCM
1801
Crossvault Capital Management
Texas
-$231K -2,358 Closed
TWM
1802
Titus Wealth Management
California
-$230K -2,344 Closed
BAM
1803
Beaumont Asset Management
Texas
-$228K -2,333 Closed
CL
1804
COWA LLC
Oklahoma
-$228K -2,325 Closed
SCM
1805
Stonehearth Capital Management
Massachusetts
-$228K -2,325 Closed
SHFA
1806
SC&H Financial Advisors
Maryland
-$227K -2,318 Closed
LFA
1807
Landmark Financial Advisors
Kentucky
-$214K -2,316 Closed
WDL
1808
Well Done LLC
Michigan
-$227K -2,312 Closed
MS
1809
Madden Securities
Texas
-$226K -2,304 Closed
DGI
1810
Disciplined Growth Investors
Minnesota
-$226K -2,300 Closed
GIM
1811
Greylin Investment Management
Virginia
-$226K -2,300 Closed
CASB
1812
Cape Ann Savings Bank
Massachusetts
-$223K -2,275 Closed
PFA
1813
Plotkin Financial Advisors
Maryland
-$222K -2,266 Closed
MKA
1814
M. Kulyk & Associates
Georgia
-$221K -2,250 Closed
RIM
1815
Reynolds Investment Management
South Carolina
-$220K -2,246 Closed
AWM
1816
Axxcess Wealth Management
California
-$219K -2,234 Closed
GPFA
1817
Game Plan Financial Advisors
Ohio
-$219K -2,230 Closed
BWM
1818
Birchcreek Wealth Management
Ohio
-$219K -2,229 Closed
BFA
1819
Beaumont Financial Advisors
Massachusetts
-$218K -2,219 Closed
APG
1820
Abacus Planning Group
South Carolina
-$216K -2,208 Closed
WA
1821
Wealth Alliance
New York
-$216K -2,203 Closed
AA
1822
Alesco Advisors
New York
-$216K -2,200 Closed
FI
1823
Fractal Investments
Connecticut
-$216K -2,200 Closed
TPW
1824
TL Private Wealth
Texas
-$204K -2,200 Closed
HCMG
1825
Howard Capital Management Group
California
-$216K -2,198 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.