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Emerson Electric

1,395 hedge funds and large institutions have $27.4B invested in Emerson Electric in 2020 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 448 increasing their positions, 578 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

66% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 93

32% more capital invested

Capital invested by funds: $20.8B → $27.4B (+$6.61B)

15% more call options, than puts

Call options by funds: $198M | Put options by funds: $172M

4% more funds holding

Funds holding: 1,3461,395 (+49)

2.73% more ownership

Funds ownership: 71.24%73.97% (+2.7%)

22% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 578

Holders
1,395
Holders Change
+49
Holders Change %
+3.64%
% of All Funds
28.6%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.27%
New
154
Increased
448
Reduced
578
Closed
93
Calls
$198M
Puts
$172M
Net Calls
+$26.2M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$162M +$24.6M +433,225 +20%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$162M +$5.39M +94,832 +4%
US Bancorp
28
US Bancorp
Minnesota
$161M -$2.36M -41,509 -2%
JP Morgan Chase
29
JP Morgan Chase
New York
$159M +$25.7M +452,635 +21%
UBS AM
30
UBS AM
Illinois
$150M +$904K +15,908 +0.7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$150M +$3.16M +55,600 +2%
Goldman Sachs
32
Goldman Sachs
New York
$143M -$41.3M -727,327 -24%
Deutsche Bank
33
Deutsche Bank
Germany
$134M -$2.2M -38,814 -2%
PPA
34
Parametric Portfolio Associates
Washington
$132M -$523K -9,209 -0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$130M +$13.2M +232,549 +12%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$130M +$119M +2,091,519 New
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$126M -$4.75M -83,559 -4%
AllianceBernstein
38
AllianceBernstein
Tennessee
$126M +$16.6M +292,161 +17%
FMI
39
Fiduciary Management Inc
Wisconsin
$115M -$3.77M -66,338 -3%
EIP
40
Epoch Investment Partners
New York
$113M -$2.99M -52,710 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$110M -$6.29M -110,791 -6%
CB
42
Commerce Bank
Missouri
$110M +$344K +6,053 +0.3%
ProShare Advisors
43
ProShare Advisors
Maryland
$97.1M +$8.44M +148,527 +10%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$94.6M +$2.39M +42,053 +3%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$92.7M +$8.97M +157,926 +12%
N
46
Nuveen
North Carolina
$90M -$3.13M -55,069 -4%
AL
47
Appaloosa LP
New Jersey
$86.8M +$79.5M +1,400,000 New
CS
48
Credit Suisse
Switzerland
$84.9M -$2.62M -46,120 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$83.2M -$2.43M -42,733 -3%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$82.1M -$22.4M -394,268 -23%

EMR Hedge Fund Activity: Q2 2020 in Review

1,395 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2020, worth a combined $27.4B — up 32% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new EMR positions and 93 closed out — a net gain of 61 holders — while 448 added to existing stakes and 578 trimmed.

The largest buyer was American International Group, adding an estimated $184M. The largest seller was BlackRock, cutting an estimated $176M.

  • 1,395 institutional investors held Emerson Electric (EMR) as of Q2 2020, up from 1,346 in Q1 2020.
  • Funds reported $27.4B of Emerson Electric stock for Q2 2020, up 32% quarter-over-quarter.
  • 154 funds opened new Emerson Electric positions in Q2 2020 and 93 closed out, a net change of +61 holders.
  • The largest Emerson Electric buyer in Q2 2020 was American International Group, an estimated $184M added.
  • The largest Emerson Electric seller in Q2 2020 was BlackRock, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2020.