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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
JIM
51
Jensen Investment Management
Oregon
$81M -$96M -1,689,335 -56%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$77.1M +$1.1M +19,391 +2%
PP
53
Prudential plc
United Kingdom
$76.3M +$815K +14,350 +1%
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$75.4M +$1.65M +28,963 +2%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$73.4M -$30.9M -544,686 -32%
Korea Investment Corp
56
Korea Investment Corp
South Korea
$68.9M +$10.7M +188,300 +20%
UBS Group
57
UBS Group
Switzerland
$68.2M -$6.35M -111,788 -9%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$67.1M -$2.3M -40,492 -4%
AAMU
59
Amundi Asset Management US
Massachusetts
$64.5M +$11.6M +203,785 +24%
M&T Bank
60
M&T Bank
New York
$59.6M -$2.17M -38,199 -4%
Truist Financial
61
Truist Financial
North Carolina
$59.3M +$6.61M +116,332 +14%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$57.9M +$30.9M +543,985 +135%
Jennison Associates
63
Jennison Associates
New York
$56.4M +$6.25M +110,078 +14%
First Trust Advisors
64
First Trust Advisors
Illinois
$54.9M -$66M -1,161,411 -57%
BIP
65
Brandes Investment Partners
California
$54.3M -$2.18M -38,411 -4%
Franklin Resources
66
Franklin Resources
California
$53.3M -$66M -1,162,627 -58%
Principal Financial Group
67
Principal Financial Group
Iowa
$53.1M +$160K +2,823 +0.3%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$53.1M -$2.06M -36,220 -4%
Axa
69
Axa
France
$53M +$7.42M +130,591 +18%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$52.8M +$665K +11,704 +1%
VanEck Associates
71
VanEck Associates
New York
$52.4M -$25.6M -450,507 -35%
National Pension Service
72
National Pension Service
South Korea
$50.5M +$983K +17,309 +2%
ORIO
73
Old Republic International (ORI)
Illinois
$50.4M
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$50.4M -$107K -1,892 -0.2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$50.4M +$6.27M +110,299 +15%

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.