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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
F
551
F3Logic
Minnesota
$3M +$659K +7,009 +29%
EHC
552
Everett Harris & Co
California
$2.97M +$94K +1,000 +3%
FVWA
553
Foster Victor Wealth Advisors
South Carolina
$2.94M +$269K +2,862 +10%
IPW
554
Inlet Private Wealth
Florida
$2.94M +$1.03K +11 +0%
AAS
555
Avantax Advisory Services
Texas
$2.94M +$120K +1,274 +4%
MIM
556
Miller Investment Management
Pennsylvania
$2.92M
VNA
557
Valley National Advisers
Pennsylvania
$2.91M +$21.1K +224 +0.7%
Capstone Investment Advisors
558
Capstone Investment Advisors
New York
$2.91M +$2.85M +30,264 New
HWM
559
Hohimer Wealth Management
Washington
$2.9M +$156K +1,662 +6%
BAM
560
Blueshift Asset Management
New Jersey
$2.9M -$4.1M -43,648 -59%
MAM
561
Meeder Asset Management
Ohio
$2.88M -$255K -2,712 -8%
KF
562
Krilogy Financial
Missouri
$2.88M -$70.9K -754 -2%
CA
563
Clearstead Advisors
Ohio
$2.87M +$85.3K +907 +3%
RBA
564
Richard Bernstein Advisors
New York
$2.87M
FIB
565
First Interstate Bank
Montana
$2.85M +$2.78M +29,595 New
IIM
566
Ipswich Investment Management
Massachusetts
$2.82M
DMC
567
Drexel Morgan & Co
Pennsylvania
$2.79M -$226K -2,403 -8%
FMC
568
First Merchants Corp
Indiana
$2.79M -$106K -1,132 -4%
WGCA
569
Wolf Group Capital Advisors
Virginia
$2.78M +$1.98K +21 +0.1%
SW
570
SkyOak Wealth
Michigan
$2.76M -$60.1K -639 -2%
CPIA
571
Cornell Pochily Investment Advisors
New York
$2.74M +$2.03M +21,600 +313%
EHWM
572
Eads & Heald Wealth Management
Georgia
$2.73M -$52.2K -555 -2%
BFS
573
Bradley Foster & Sargent
Connecticut
$2.73M -$20.4K -217 -0.8%
CAM
574
Cresset Asset Management
Illinois
$2.69M +$633K +6,731 +32%
NMIFOAC
575
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.68M

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.