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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
WWMSC
1876
Wagner Wealth Management (South Carolina)
South Carolina
-$51K -700 Closed
DBG
1877
De Burlo Group
Massachusetts
-$40.1K -547 Closed
CG
1878
Cutler Group
California
-$39.2K -436 Closed
APW
1879
Axim Planning & Wealth
Ohio
-$22K -300 Closed
SWM
1880
Selective Wealth Management
Virginia
-$22K -300 Closed
CA
1881
Crewe Advisors
Utah
-$16K -221 Closed
IWP
1882
IAG Wealth Partners
Wisconsin
-$15K -200 Closed
HL
1883
Harding Loevner
New Jersey
-$14K -188 Closed
IAMOG
1884
Investors Asset Management of Georgia
Georgia
-$12K -160 Closed
M1FG
1885
Mach-1 Financial Group
Arkansas
-$11K -155 Closed
EW
1886
Evoke Wealth
California
-$8K -109 Closed
PP
1887
Paloma Partners
Connecticut
-$7K -100 Closed
PFA
1888
Professional Financial Advisors
Nebraska
-$6K -79 Closed
ODG
1889
O'Dell Group
Ohio
-$6K -77 Closed
AWMS
1890
Advocacy Wealth Management Services
Georgia
-$4K -50 Closed
EC
1891
EdgeRock Capital
Colorado
-$4K -49 Closed
GWSG
1892
GPS Wealth Strategies Group
Colorado
-$2K -30 Closed
BBPWM
1893
Blue Bell Private Wealth Management
Pennsylvania
-$2K -25 Closed
WWM
1894
Wolff Wiese Magana
California
-$1K -15 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.