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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
MCAI
1901
Members Capital Advisors Inc
Wisconsin
– -$1.02M -10,520 Closed
QT
1902
Quantbot Technologies
New York
– -$941K -9,741 Closed
OTL
1903
Oak Thistle LLC
New York
– -$917K -9,500 Closed
DC
1904
Diametric Capital
Massachusetts
– -$745K -7,717 Closed
CAS
1905
CTC Alternative Strategies
Illinois
– -$676K -7,000 Closed
I
1906
InceptionR
California
– -$659K -6,819 Closed
JF
1907
Jump Financial
Illinois
– -$656K -6,788 Closed
DTL
1908
Dynamic Technology Lab
Singapore
– -$649K -6,719 Closed
DF
1909
Donoghue Forlines
Massachusetts
– -$641K -6,642 Closed
ESCM
1910
Echo Street Capital Management
New York
– -$630K -6,523 Closed
MNBTD
1911
Moody National Bank Trust Division
Texas
– -$577K -5,976 Closed
BCM
1912
Bienville Capital Management
New York
– -$531K -5,500 Closed
WBC
1913
Westpac Banking Corp
Australia
– -$521K -5,400 Closed
FRM
1914
Fox Run Management
Connecticut
– -$489K -5,062 Closed
WAM
1915
Wolverine Asset Management
Illinois
– -$483K -5,000 Closed
CW
1916
Connectus Wealth
Ohio
– -$440K -4,560 Closed
STC
1917
Sarah T. Connolly
– -$438K -4,534 Closed
ALAM
1918
Asahi Life Asset Management
Japan
– -$394K -4,080 Closed
AWA
1919
Alta Wealth Advisors
Massachusetts
– -$393K -4,070 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1920
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$388K -4,022 Closed
OR
1921
Olympiad Research
Connecticut
– -$372K -3,850 Closed
Legacy Financial Group (Iowa)
1922
Legacy Financial Group (Iowa)
Iowa
– -$352K -3,641 Closed
AWMT
1923
AAFMAA Wealth Management & Trust
North Carolina
– -$351K -3,633 Closed
WP
1924
WealthPLAN Partners
Nebraska
– -$347K -3,589 Closed
DA
1925
Duality Advisers
Florida
– -$346K -3,582 Closed
75 76
77
78 79

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.