Emerson Electric
1,782 hedge funds and large institutions have $38.3B invested in Emerson Electric in 2023 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 618 increasing their positions, 713 reducing their positions, and 89 closing their positions.
65% more call options, than puts
Call options by funds: $444M | Put options by funds: $269M
49% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 89
2% more funds holding
Funds holding: 1,751 → 1,782 (+31)
0.22% less ownership
Funds ownership: 73.56% → 73.35% (-0.22%)
1% less capital inflows, than outflows
Capital inflows: $2.57B | Capital outflows: $2.59B
13% less repeat investments, than reductions
Existing positions increased: 618 | Existing positions reduced: 713
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$280M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$218M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$160M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$111M |
| 5 |
Man Group
London,
United Kingdom
|
+$96.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$193M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$162M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$161M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$149M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$123M |
EMR Hedge Fund Activity: Q2 2023 in Review
1,782 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2023, worth a combined $38.3B — up 3.4% from $37.1B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new EMR positions and 89 closed out — a net gain of 44 holders — while 618 added to existing stakes and 713 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $280M. The largest seller was First Trust Advisors, cutting an estimated $193M.
- 1,782 institutional investors held Emerson Electric (EMR) as of Q2 2023, up from 1,751 in Q1 2023.
- Funds reported $38.3B of Emerson Electric stock for Q2 2023, up 3.4% quarter-over-quarter.
- 133 funds opened new Emerson Electric positions in Q2 2023 and 89 closed out, a net change of +44 holders.
- The largest Emerson Electric buyer in Q2 2023 was Wellington Management Group, an estimated $280M added.
- The largest Emerson Electric seller in Q2 2023 was First Trust Advisors, an estimated $193M sold.
Based on aggregated 13F filings for Q2 2023.