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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
CCMD
1851
Cypress Capital Management (Delaware)
Delaware
-$350K -4,783 Closed
LHC
1852
Little House Capital
Massachusetts
-$333K -4,546 Closed
QIM
1853
Quantitative Investment Management
Virginia
-$326K -4,457 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1854
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$315K -4,300 Closed
JAM
1855
Jupiter Asset Management
United Kingdom
-$310K -4,240 Closed
PTC
1856
Petrus Trust Company
Texas
-$271K -3,698 Closed
OFS
1857
OneAscent Financial Services
Alabama
-$262K -3,583 Closed
MC
1858
Machina Capital
France
-$257K -3,509 Closed
ICM
1859
Ionic Capital Management
New York
-$256K -3,500 Closed
BBA
1860
Baader Bank Aktiengesellschaft
Germany
-$251K -3,430 Closed
CCM
1861
CTC Capital Management
Illinois
-$249K -3,400 Closed
Financial Engines Advisors
1862
Financial Engines Advisors
California
-$247K -3,382 Closed
BFM
1863
Boothbay Fund Management
New York
-$234K -3,195 Closed
Members Trust
1864
Members Trust
Florida
-$223K -3,047 Closed
OWM
1865
OneAscent Wealth Management
Alabama
-$209K -2,857 Closed
ALAM
1866
Asahi Life Asset Management
Japan
-$154K -2,100 Closed
PI
1867
PEAK6 Investments
Illinois
-$188K -2,095 Closed
T
1868
TOBAM
France
-$123K -1,684 Closed
TIM
1869
Tevis Investment Management
Texas
-$121K -1,654 Closed
SFO
1870
Standard Family Office
South Dakota
-$119K -1,622 Closed
CMBA
1871
C.M. Bidwell & Associates
Hawaii
-$102K -1,398 Closed
AIP
1872
Almanack Investment Partners
Pennsylvania
-$85K -1,159 Closed
HGERS
1873
Householder Group Estate & Retirement Specialist
Arizona
-$76K -1,043 Closed
EIP
1874
Ellis Investment Partners
Pennsylvania
-$71K -976 Closed
AIM
1875
Axiom Investment Management
New York
-$55K -750 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.