Emerson Electric
1,750 hedge funds and large institutions have $37.1B invested in Emerson Electric in 2023 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 625 increasing their positions, 700 reducing their positions, and 143 closing their positions.
88% more call options, than puts
Call options by funds: $520M | Put options by funds: $277M
1.29% more ownership
Funds ownership: 72.27% → 73.56% (+1.3%)
3% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 143
2% less funds holding
Funds holding: 1,793 → 1,750 (-43)
10% less capital invested
Capital invested by funds: $41B → $37.1B (-$3.91B)
11% less repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 700
21% less funds holding in top 10
Funds holding in top 10: 24 → 19 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$321M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$210M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$172M |
| 4 |
Two Sigma Advisers
New York
|
+$136M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$491M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$412M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$264M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$239M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$203M |
EMR Hedge Fund Activity: Q1 2023 in Review
1,750 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2023, worth a combined $37.1B — down 9.5% from $41B a quarter earlier.
Sellers outnumbered buyers: 143 funds closed out of EMR and 139 opened new positions — a net loss of 4 holders — while 700 trimmed existing stakes and 625 added.
The largest buyer was Citadel Advisors, adding an estimated $321M. The largest seller was Capital World Investors, cutting an estimated $491M.
- 1,750 institutional investors held Emerson Electric (EMR) as of Q1 2023, down from 1,793 in Q4 2022.
- Funds reported $37.1B of Emerson Electric stock for Q1 2023, down 9.5% quarter-over-quarter.
- 139 funds opened new Emerson Electric positions in Q1 2023 and 143 closed out, a net change of -4 holders.
- The largest Emerson Electric buyer in Q1 2023 was Citadel Advisors, an estimated $321M added.
- The largest Emerson Electric seller in Q1 2023 was Capital World Investors, an estimated $491M sold.
Based on aggregated 13F filings for Q1 2023.