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Emerson Electric

1,679 hedge funds and large institutions have $31.8B invested in Emerson Electric in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 668 increasing their positions, 618 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $277M | Put options by funds: $251M

3.46% more ownership

Funds ownership: 70.09%73.55% (+3.5%)

8% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 618

2% less funds holding

Funds holding: 1,7221,679 (-43)

8% less capital invested

Capital invested by funds: $34.6B → $31.8B (-$2.79B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

20% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 115

Holders
1,679
Holders Change
-43
Holders Change %
-2.5%
% of All Funds
28.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
92
Increased
668
Reduced
618
Closed
115
Calls
$277M
Puts
$251M
Net Calls
+$26.1M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.03B +$50.6M +608,736 +1%
BlackRock
2
BlackRock
New York
$2.81B -$24.8M -298,771 -0.8%
State Street
3
State Street
Massachusetts
$1.88B +$25.1M +302,077 +1%
Bank of America
4
Bank of America
North Carolina
$1.15B -$199M -2,396,087 -13%
Wells Fargo
5
Wells Fargo
California
$780M +$10.8M +129,468 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$752M +$17.2M +207,016 +2%
Morgan Stanley
7
Morgan Stanley
New York
$675M -$1.65M -19,813 -0.2%
Capital World Investors
8
Capital World Investors
California
$640M +$33.4M +402,253 +5%
Norges Bank
9
Norges Bank
Norway
$602M +$44.5M +535,867 +7%
American Century Companies
10
American Century Companies
Missouri
$582M -$1.37M -16,494 -0.2%
Northern Trust
11
Northern Trust
Illinois
$581M -$23.6M -284,022 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$541M -$24.3M -292,874 -4%
Invesco
13
Invesco
Georgia
$521M +$284K +3,418 +0%
DZ Bank
14
DZ Bank
Germany
$479M -$30.8M -371,052 -5%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$428M +$3.67M +44,149 +0.8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$424M +$130M +1,567,280 +37%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$381M +$65.2M +784,453 +18%
Stifel Financial
18
Stifel Financial
Missouri
$345M +$9.08M +109,272 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$321M -$33.2M -399,660 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$265M -$9.39M -113,056 -3%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$245M -$10.9M -131,137 -4%
Charles Schwab
22
Charles Schwab
California
$227M +$5.88M +70,743 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$224M +$17.7M +212,999 +7%
Amundi
24
Amundi
France
$214M +$93M +1,120,322 +72%
Goldman Sachs
25
Goldman Sachs
New York
$210M -$2.6M -31,347 -1%

EMR Hedge Fund Activity: Q3 2022 in Review

1,679 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2022, worth a combined $31.8B — down 8.1% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EMR and 92 opened new positions — a net loss of 23 holders — while 618 trimmed existing stakes and 668 added.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Bank of America, cutting an estimated $199M.

  • 1,679 institutional investors held Emerson Electric (EMR) as of Q3 2022, down from 1,722 in Q2 2022.
  • Funds reported $31.8B of Emerson Electric stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 92 funds opened new Emerson Electric positions in Q3 2022 and 115 closed out, a net change of -23 holders.
  • The largest Emerson Electric buyer in Q3 2022 was Fidelity Investments, an estimated $130M added.
  • The largest Emerson Electric seller in Q3 2022 was Bank of America, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2022.