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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
MCWS
1851
McKinley Carter Wealth Services
West Virginia
-$203K -2,066 Closed
HC
1852
HNP Capital
New York
-$202K -2,065 Closed
PCM
1853
Perritt Capital Management
Illinois
-$202K -2,062 Closed
CICI
1854
Capital Investment Counsel Inc
North Carolina
-$201K -2,050 Closed
UL
1855
Unionview LLC
Washington
-$200K -2,041 Closed
BIP
1856
Blueprint Investment Partners
North Carolina
-$196K -1,995 Closed
ADL
1857
Asset Dedication LLC
California
-$95K -970 Closed
SCA
1858
Sandy Cove Advisors
Massachusetts
-$78K -800 Closed
GAM
1859
Gemmer Asset Management
California
-$70K -718 Closed
HA
1860
Herold Advisors
New York
-$66.7K -680 Closed
FFA
1861
Freedman Financial Associates
Massachusetts
-$59K -600 Closed
DBG
1862
De Burlo Group
Massachusetts
-$53.8K -549 Closed
LAS
1863
Lloyd Advisory Services
Georgia
-$51K -518 Closed
SFG
1864
Sage Financial Group
Pennsylvania
-$47K -484 Closed
DC
1865
DeDora Capital
California
-$43K -442 Closed
SPWM
1866
Spartan Planning & Wealth Management
North Carolina
-$33K -341 Closed
SQA
1867
Simon Quick Advisors
New Jersey
-$31K -317 Closed
PAG
1868
Paladin Advisory Group
Iowa
-$25.7K -292 Closed
AIL
1869
AGF Investments LLC
Ontario, Canada
-$22K -222 Closed
POIA
1870
Pin Oak Investment Advisors
Texas
-$17K -177 Closed
CI
1871
Cordant Inc
Oregon
-$7K -72 Closed
CAGAS
1872
Capital Advisory Group Advisory Services
Minnesota
-$7K -69 Closed
WFA
1873
West Financial Advisors
Iowa
-$7K -69 Closed
CWM
1874
Cranbrook Wealth Management
Michigan
-$7K -68 Closed
NL
1875
NVWM LLC
Pennsylvania
-$3K -32 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.