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Emerson Electric

1,697 hedge funds and large institutions have $42.4B invested in Emerson Electric in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 644 increasing their positions, 602 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

10% more call options, than puts

Call options by funds: $257M | Put options by funds: $233M

6% more capital invested

Capital invested by funds: $39.9B → $42.4B (+$2.5B)

7% more repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 602

1% more funds holding

Funds holding: 1,6851,697 (+12)

0.18% less ownership

Funds ownership: 73.86%73.68% (-0.18%)

Holders
1,697
Holders Change
+12
Holders Change %
+0.71%
% of All Funds
29.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
118
Increased
644
Reduced
602
Closed
82
Calls
$257M
Puts
$233M
Net Calls
+$24.3M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$247M +$1.16M +12,321 +0.5%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$247M -$33.9M -360,493 -12%
UBS Group
28
UBS Group
Switzerland
$236M -$5.06M -53,836 -2%
Swiss National Bank
29
Swiss National Bank
Switzerland
$235M +$13.8M +147,165 +6%
Deutsche Bank
30
Deutsche Bank
Germany
$235M -$11.6M -123,823 -5%
AllianceBernstein
31
AllianceBernstein
Tennessee
$234M +$19.9M +212,006 +10%
US Bancorp
32
US Bancorp
Minnesota
$232M -$1.37M -14,617 -0.6%
PPA
33
Parametric Portfolio Associates
Washington
$211M +$4.61M +48,990 +2%
Goldman Sachs
34
Goldman Sachs
New York
$199M -$3.4M -36,193 -2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$197M -$9.59M -101,958 -5%
EIP
36
Epoch Investment Partners
New York
$186M +$46M +489,352 +34%
Millennium Management
37
Millennium Management
New York
$175M +$42.4M +450,879 +33%
Prudential Financial
38
Prudential Financial
New Jersey
$159M +$22.1M +234,940 +17%
FMI
39
Fiduciary Management Inc
Wisconsin
$157M -$3.35M -35,680 -2%
Adage Capital Partners
40
Adage Capital Partners
Massachusetts
$156M -$3.56M -37,820 -2%
N
41
Nuveen
North Carolina
$153M +$14.2M +150,938 +11%
AQR Capital Management
42
AQR Capital Management
Connecticut
$151M -$15.2M -161,714 -9%
Ameriprise
43
Ameriprise
Minnesota
$146M +$95.7M +1,017,585 +202%
ProShare Advisors
44
ProShare Advisors
Maryland
$145M +$8.1M +86,118 +6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$141M -$5.48M -58,238 -4%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$139M -$566K -6,015 -0.4%
WT
47
Whittier Trust
California
$133M +$41.4K +440 +0%
JP Morgan Chase
48
JP Morgan Chase
New York
$132M -$42.2M -449,084 -25%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$130M -$1.93M -20,496 -1%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$127M -$115M -1,224,616 -48%

EMR Hedge Fund Activity: Q2 2021 in Review

1,697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2021, worth a combined $42.4B — up 6.3% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EMR positions and 82 closed out — a net gain of 36 holders — while 644 added to existing stakes and 602 trimmed.

The largest buyer was Capital World Investors, adding an estimated $424M. The largest seller was Longview Partners, exiting entirely with an estimated $692M sold.

  • 1,697 institutional investors held Emerson Electric (EMR) as of Q2 2021, up from 1,685 in Q1 2021.
  • Funds reported $42.4B of Emerson Electric stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 118 funds opened new Emerson Electric positions in Q2 2021 and 82 closed out, a net change of +36 holders.
  • The largest Emerson Electric buyer in Q2 2021 was Capital World Investors, an estimated $424M added.
  • The largest Emerson Electric seller in Q2 2021 was Longview Partners, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.