We are live on ! Find out more
EMR icon

Emerson Electric
EMR

1,864 hedge funds and large institutions have $42.8B invested in Emerson Electric in 2023 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 609 increasing their positions, 751 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 111

50% more call options, than puts

Call options by funds: $517M | Put options by funds: $343M

4% more funds holding

Funds holding: 1,798 → 1,864 (+66)

3.23% more ownership

Funds ownership: 73.89% → 77.12% (+3.2%)

3% more capital invested

Capital invested by funds: $41.3B → $42.8B (+$1.42B)

19% less repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 751

42% less funds holding in top 10

Funds holding in top 10: 24 → 14 (-10)

Holders
1,864
Holders Change
+66
Holders Change %
+3.67%
% of All Funds
27.18%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.2%
New
206
Increased
609
Reduced
751
Closed
111
Calls
$517M
Puts
$343M
Net Calls
+$173M
Net Calls Change
-$16M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.21B
2
First Trust Advisors
First Trust Advisors
Illinois
+$164M
3
JP Morgan Chase
JP Morgan Chase
New York
+$144M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$143M
5
Invesco
Invesco
Georgia
+$140M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$156M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$153M
4
Millennium Management
Millennium Management
New York
-$90.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$77.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1876
Greenland Capital Management
New York
– -$8.95M -92,638 Closed
JFG
1877
Jefferies Financial Group
New York
– -$7.75M -80,231 Closed
CSCSIM
1878
Clear Sky Carbon Solutions Investment Management
Texas
– -$7.02M -72,654 Closed
SBH
1879
Segall Bryant & Hamill
Illinois
– -$6.3M -65,257 Closed
IP
1880
Interval Partners
New York
– -$6.1M -63,160 Closed
SFI
1881
Susquehanna Fundamental Investments
Pennsylvania
– -$5.56M -57,547 Closed
GCM
1882
Graham Capital Management
Connecticut
– -$5.11M -52,878 Closed
LSA
1883
L & S Advisors
California
– -$5.06M -52,399 Closed
Voloridge Investment Management
1884
Voloridge Investment Management
Florida
– -$4.47M -46,301 Closed
BCFS
1885
Butensky & Cohen Financial Security
Florida
– -$4.26M -44,144 Closed
YIH
1886
Y-Intercept (HK)
Hong Kong
– -$3.73M -38,635 Closed
LIP
1887
Lighthouse Investment Partners
Florida
– -$3.41M -35,325 Closed
BCM
1888
Bayesian Capital Management
New York
– -$3.19M -33,029 Closed
TCM
1889
Teza Capital Management
Illinois
– -$2.61M -27,022 Closed
Alyeska Investment Group
1890
Alyeska Investment Group
Illinois
– -$2.42M -25,075 Closed
PP
1891
Paloma Partners
Connecticut
– -$2.14M -23,319 Closed
IGAM
1892
iA Global Asset Management
Quebec, Canada
– -$2.08M -21,489 Closed
JCA
1893
Jade Capital Advisors
New Jersey
– -$1.93M -20,000 Closed
RL
1894
Retireful LLC
Michigan
– -$1.59M -16,484 Closed
AW
1895
Alaethes Wealth
Nevada
– -$1.58M -16,322 Closed
PMEF
1896
Point72 Middle East FZE
United Arab Emirates
– -$1.3M -14,249 Closed
OQS
1897
Occudo Quantitative Strategies
Florida
– -$1.3M -13,449 Closed
FMAEN1
1898
Fund Management at Engine No 1
California
– -$1.19M -12,293 Closed
CC
1899
Centiva Capital
New York
– -$1.08M -11,833 Closed
ACM
1900
Arosa Capital Management
Florida
– -$1.06M -11,000 Closed
74 75
76
77 78

EMR Hedge Fund Activity: Q4 2023 in Review

1,864 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2023, worth a combined $42.8B — up 3.4% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new EMR positions and 111 closed out — a net gain of 95 holders — while 609 added to existing stakes and 751 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.21B. The largest seller was Aberdeen Group, cutting an estimated $193M.

  • 1,864 institutional investors held Emerson Electric (EMR) as of Q4 2023, up from 1,798 in Q3 2023.
  • Funds reported $42.8B of Emerson Electric stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 206 funds opened new Emerson Electric positions in Q4 2023 and 111 closed out, a net change of +95 holders.
  • The largest Emerson Electric buyer in Q4 2023 was Morgan Stanley, an estimated $1.21B added.
  • The largest Emerson Electric seller in Q4 2023 was Aberdeen Group, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2023.