Emerson Electric
1,794 hedge funds and large institutions have $42.7B invested in Emerson Electric in 2022 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 687 increasing their positions, 643 reducing their positions, and 117 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
16% more call options, than puts
Call options by funds: $386M | Put options by funds: $332M
16% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 117
6% more capital invested
Capital invested by funds: $40.4B → $42.7B (+$2.27B)
7% more repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 643
0.6% more ownership
Funds ownership: 73.28% → 73.88% (+0.6%)
0% less funds holding
Funds holding: 1,796 → 1,794 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$320M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$205M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$198M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$195M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$567M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$156M |
| 3 |
Two Sigma Investments
New York
|
-$146M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$137M |
| 5 |
Renaissance Technologies
New York
|
-$119M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
1901
TAP Consulting
Kirkwood,
Missouri
| – | -$18K | -190 | Closed |
|
|
CAM
1902
Costello Asset Management
Feasterville,
Pennsylvania
| – | -$9K | -100 | Closed |
|
|
FGAM
1903
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$26 | -93 | Closed |
|
|
BC
1904
Barnett & Company
Chattanooga,
Tennessee
| – | -$7K | -80 | Closed |
|
|
AFG
1905
Albion Financial Group
Salt Lake City,
Utah
| – | -$6K | -66 | Closed |
|
|
SFM
1906
Signet Financial Management
Parsippany,
New Jersey
| – | -$5K | -49 | Closed |
|
|
TLFA
1907
True Link Financial Advisors
San Francisco,
California
| – | -$4K | -40 | Closed |
|
|
VCM
1908
Vigilant Capital Management
Portland,
Maine
| – | -$4K | -40 | Closed |
|
|
WA
1909
WestEnd Advisors
Charlotte,
North Carolina
| – | -$278 | -3 | Closed |
|
1910
Twin Tree Management
Dallas,
Texas
| – | -$189 | -2 | Closed |
|
|
JSAM
1911
J. Safra Asset Management
New York
| – | +$3.88K | +41 | New |
|
EMR Hedge Fund Activity: Q1 2022 in Review
1,794 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2022, worth a combined $42.7B — up 5.6% from $40.4B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new EMR positions and 117 closed out — a net gain of 19 holders — while 687 added to existing stakes and 643 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $320M. The largest seller was Charles Schwab, cutting an estimated $567M.
- 1,794 institutional investors held Emerson Electric (EMR) as of Q1 2022, down from 1,796 in Q4 2021.
- Funds reported $42.7B of Emerson Electric stock for Q1 2022, up 5.6% quarter-over-quarter.
- 136 funds opened new Emerson Electric positions in Q1 2022 and 117 closed out, a net change of +19 holders.
- The largest Emerson Electric buyer in Q1 2022 was Nordea Investment Management, an estimated $320M added.
- The largest Emerson Electric seller in Q1 2022 was Charles Schwab, an estimated $567M sold.
Based on aggregated 13F filings for Q1 2022.