Emerson Electric
1,794 hedge funds and large institutions have $41B invested in Emerson Electric in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 602 increasing their positions, 657 reducing their positions, and 101 closing their positions.
140% more funds holding in top 10
Funds holding in top 10: 10 → 24 (+14)
139% more first-time investments, than exits
New positions opened: 241 | Existing positions closed: 101
31% more call options, than puts
Call options by funds: $460M | Put options by funds: $352M
7% more funds holding
Funds holding: 1,682 → 1,794 (+112)
2% less capital inflows, than outflows
Capital inflows: $2.66B | Capital outflows: $2.7B
8% less repeat investments, than reductions
Existing positions increased: 602 | Existing positions reduced: 657
1.26% less ownership
Funds ownership: 73.53% → 72.27% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$708M |
| 2 |
Morgan Stanley
New York
|
+$236M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$159M |
| 4 |
Barclays
London,
United Kingdom
|
+$125M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$87.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$236M |
| 2 |
Millennium Management
New York
|
-$140M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$123M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$109M |
| 5 |
Renaissance Technologies
New York
|
-$105M |
EMR Hedge Fund Activity: Q4 2022 in Review
1,794 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2022, worth a combined $41B — up 29% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 241 funds opened new EMR positions and 101 closed out — a net gain of 140 holders — while 602 added to existing stakes and 657 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $708M. The largest seller was American Century Companies, cutting an estimated $236M.
- 1,794 institutional investors held Emerson Electric (EMR) as of Q4 2022, up from 1,682 in Q3 2022.
- Funds reported $41B of Emerson Electric stock for Q4 2022, up 29% quarter-over-quarter.
- 241 funds opened new Emerson Electric positions in Q4 2022 and 101 closed out, a net change of +140 holders.
- The largest Emerson Electric buyer in Q4 2022 was Wellington Management Group, an estimated $708M added.
- The largest Emerson Electric seller in Q4 2022 was American Century Companies, an estimated $236M sold.
Based on aggregated 13F filings for Q4 2022.