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Emerson Electric

1,687 hedge funds and large institutions have $41.4B invested in Emerson Electric in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 614 increasing their positions, 639 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 77

14% more call options, than puts

Call options by funds: $230M | Put options by funds: $201M

0.08% less ownership

Funds ownership: 73.68%73.6% (-0.08%)

1% less funds holding

Funds holding: 1,6981,687 (-11)

2% less capital invested

Capital invested by funds: $42.4B → $41.4B (-$995M)

4% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 639

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
1,687
Holders Change
-11
Holders Change %
-0.65%
% of All Funds
29.53%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
91
Increased
614
Reduced
639
Closed
77
Calls
$230M
Puts
$201M
Net Calls
+$28.4M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$243M +$161M +1,616,411 +167%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$243M -$20.9M -209,151 -8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$242M +$352K +3,529 +0.1%
EVM
29
Eaton Vance Management
Massachusetts
$241M -$720K -7,220 -0.3%
UBS Group
30
UBS Group
Switzerland
$235M +$4.43M +44,408 +2%
US Bancorp
31
US Bancorp
Minnesota
$224M -$3.8M -38,092 -2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$223M -$7.56M -75,800 -3%
Ameriprise
33
Ameriprise
Minnesota
$220M +$81.2M +813,851 +53%
Goldman Sachs
34
Goldman Sachs
New York
$213M +$19M +189,975 +9%
Deutsche Bank
35
Deutsche Bank
Germany
$202M -$30.1M -301,297 -12%
PPA
36
Parametric Portfolio Associates
Washington
$191M -$16.6M -166,263 -8%
EIP
37
Epoch Investment Partners
New York
$184M +$1.95M +19,515 +1%
AllianceBernstein
38
AllianceBernstein
Tennessee
$182M -$49.9M -500,303 -21%
Prudential Financial
39
Prudential Financial
New Jersey
$166M +$11.5M +115,332 +7%
AQR Capital Management
40
AQR Capital Management
Connecticut
$157M +$8.13M +81,451 +5%
FMI
41
Fiduciary Management Inc
Wisconsin
$149M -$4.3M -43,094 -3%
ProShare Advisors
42
ProShare Advisors
Maryland
$144M +$2.09M +20,973 +1%
N
43
Nuveen
North Carolina
$144M -$5.52M -55,297 -3%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$141M +$21.3M +213,365 +17%
CS
45
Credit Suisse
Switzerland
$130M +$20.1M +201,436 +17%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$130M -$8.82M -88,358 -6%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$129M -$6.96M -69,710 -5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$127M +$129K +1,288 +0.1%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$118M -$36.6M -366,823 -23%
JP Morgan Chase
50
JP Morgan Chase
New York
$117M -$12.9M -129,223 -9%

EMR Hedge Fund Activity: Q3 2021 in Review

1,687 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2021, worth a combined $41.4B — down 2.3% from $42.4B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EMR positions and 77 closed out — a net gain of 14 holders — while 614 added to existing stakes and 639 trimmed.

The largest buyer was DZ Bank, adding an estimated $167M. The largest seller was Bank of America, cutting an estimated $147M.

  • 1,687 institutional investors held Emerson Electric (EMR) as of Q3 2021, down from 1,698 in Q2 2021.
  • Funds reported $41.4B of Emerson Electric stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 91 funds opened new Emerson Electric positions in Q3 2021 and 77 closed out, a net change of +14 holders.
  • The largest Emerson Electric buyer in Q3 2021 was DZ Bank, an estimated $167M added.
  • The largest Emerson Electric seller in Q3 2021 was Bank of America, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2021.