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Emerson Electric

1,722 hedge funds and large institutions have $34.6B invested in Emerson Electric in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 680 increasing their positions, 620 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $297M | Put options by funds: $259M

10% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 620

3.79% less ownership

Funds ownership: 73.88%70.09% (-3.8%)

4% less funds holding

Funds holding: 1,7941,722 (-72)

19% less capital invested

Capital invested by funds: $42.7B → $34.6B (-$8.11B)

30% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 156

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
1,722
Holders Change
-72
Holders Change %
-4.01%
% of All Funds
29.01%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
109
Increased
680
Reduced
620
Closed
156
Calls
$297M
Puts
$259M
Net Calls
+$38.6M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B +$85.9M +974,273 +2%
BlackRock
2
BlackRock
New York
$3.08B +$32.5M +369,023 +1%
State Street
3
State Street
Massachusetts
$2.02B -$74.9M -849,650 -3%
Bank of America
4
Bank of America
North Carolina
$1.44B -$61.9M -701,852 -4%
Wells Fargo
5
Wells Fargo
California
$837M -$9.84M -111,571 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$800M +$17.9M +203,533 +2%
Morgan Stanley
7
Morgan Stanley
New York
$734M +$241M +2,734,531 +42%
Capital World Investors
8
Capital World Investors
California
$664M -$86M -975,818 -10%
Northern Trust
9
Northern Trust
Illinois
$653M -$10.2M -115,779 -1%
American Century Companies
10
American Century Companies
Missouri
$634M -$25.9M -293,536 -4%
Norges Bank
11
Norges Bank
Norway
$612M +$133M +1,509,022 +24%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$611M +$14.1M +160,385 +2%
Invesco
13
Invesco
Georgia
$566M -$101M -1,144,713 -14%
DZ Bank
14
DZ Bank
Germany
$550M -$264M -2,997,178 -30%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$461M +$6.37M +72,295 +1%
Legal & General Group
16
Legal & General Group
United Kingdom
$381M -$941K -10,676 -0.2%
Stifel Financial
17
Stifel Financial
Missouri
$366M +$6.13M +69,547 +2%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$344M +$9.68M +109,854 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$336M +$97.7M +1,108,075 +36%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$297M +$12.5M +141,477 +4%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$278M +$14.5M +164,505 +5%
Deutsche Bank
22
Deutsche Bank
Germany
$252M +$95.6M +1,084,478 +52%
Charles Schwab
23
Charles Schwab
California
$240M +$1.36M +15,418 +0.5%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$235M +$860K +9,759 +0.3%
Citadel Advisors
25
Citadel Advisors
Florida
$233M +$168M +1,902,747 +185%

EMR Hedge Fund Activity: Q2 2022 in Review

1,722 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2022, worth a combined $34.6B — down 19% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of EMR and 109 opened new positions — a net loss of 47 holders — while 620 trimmed existing stakes and 680 added.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was DZ Bank, cutting an estimated $264M.

  • 1,722 institutional investors held Emerson Electric (EMR) as of Q2 2022, down from 1,794 in Q1 2022.
  • Funds reported $34.6B of Emerson Electric stock for Q2 2022, down 19% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q2 2022 and 156 closed out, a net change of -47 holders.
  • The largest Emerson Electric buyer in Q2 2022 was Morgan Stanley, an estimated $241M added.
  • The largest Emerson Electric seller in Q2 2022 was DZ Bank, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2022.