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Emerson Electric

1,794 hedge funds and large institutions have $41.6B invested in Emerson Electric in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 600 increasing their positions, 658 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 101

140% more funds holding in top 10

Funds holding in top 10: 1024 (+14)

31% more capital invested

Capital invested by funds: $31.8B → $41.6B (+$9.74B)

31% more call options, than puts

Call options by funds: $460M | Put options by funds: $352M

7% more funds holding

Funds holding: 1,6791,794 (+115)

0.98% less ownership

Funds ownership: 73.55%72.57% (-0.98%)

9% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 658

Holders
1,794
Holders Change
+115
Holders Change %
+6.85%
% of All Funds
28.84%
Holding in Top 10
24
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+140%
% of All Funds
0.39%
New
243
Increased
600
Reduced
658
Closed
101
Calls
$460M
Puts
$352M
Net Calls
+$108M
Net Calls Change
+$81.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.27B -$23.2M -258,635 -0.5%
BlackRock
2
BlackRock
New York
$3.7B +$9.32M +103,701 +0.3%
State Street
3
State Street
Massachusetts
$2.49B +$20.2M +225,128 +0.9%
Bank of America
4
Bank of America
North Carolina
$1.61B +$87.5M +973,502 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.14B +$236M +2,621,089 +28%
Wells Fargo
6
Wells Fargo
California
$1.03B +$4.53M +50,408 +0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.01B +$20.6M +229,530 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$818M +$708M +7,874,249 +1,230%
Northern Trust
9
Northern Trust
Illinois
$761M -$1.05M -11,630 -0.1%
Capital World Investors
10
Capital World Investors
California
$734M -$99.2M -1,103,493 -13%
Norges Bank
11
Norges Bank
Norway
$703M -$82.2M -914,289 -11%
Invesco
12
Invesco
Georgia
$674M -$9.82M -109,232 -2%
DZ Bank
13
DZ Bank
Germany
$653M +$23M +255,652 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$636M -$68.3M -759,570 -10%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$561M
AWA
16
Arete Wealth Advisors
Illinois
$560M +$66.3K +737 +14%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$547M -$8.88M -98,782 -2%
American Century Companies
18
American Century Companies
Missouri
$512M -$236M -2,624,618 -33%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$486M -$4.02M -44,761 -0.9%
Stifel Financial
20
Stifel Financial
Missouri
$465M +$12M +133,953 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$399M -$20.8M -231,533 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$371M +$21.1M +234,661 +6%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$311M -$9.72M -108,098 -3%
Charles Schwab
24
Charles Schwab
California
$303M +$5.2M +57,841 +2%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$301M +$68.4M +760,793 +32%

EMR Hedge Fund Activity: Q4 2022 in Review

1,794 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2022, worth a combined $41.6B — up 31% from $31.8B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new EMR positions and 101 closed out — a net gain of 142 holders — while 600 added to existing stakes and 658 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 1,679 in Q3 2022.
  • Funds reported $41.6B of Emerson Electric stock for Q4 2022, up 31% quarter-over-quarter.
  • 243 funds opened new Emerson Electric positions in Q4 2022 and 101 closed out, a net change of +142 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.