Emerson Electric
EMR
1,347 hedge funds and large institutions have $20.8B invested in Emerson Electric in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 471 increasing their positions, 596 reducing their positions, and 243 closing their positions.
12% more call options, than puts
Call options by funds: $132M | Put options by funds: $117M
2.28% less ownership
Funds ownership: 73.52% → 71.24% (-2.3%)
11% less funds holding
Funds holding: 1,512 → 1,347 (-165)
21% less repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 596
39% less capital invested
Capital invested by funds: $34.2B → $20.8B (-$13.4B)
63% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 243
65% less funds holding in top 10
Funds holding in top 10: 17 → 6 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$345M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$150M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$126M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$113M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$87.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$423M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$322M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$242M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$218M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$153M |
EMR Hedge Fund Activity: Q1 2020 in Review
1,347 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2020, worth a combined $20.8B — down 39% from $34.2B a quarter earlier.
Sellers outnumbered buyers: 243 funds closed out of EMR and 91 opened new positions — a net loss of 152 holders — while 596 trimmed existing stakes and 471 added.
The largest buyer was Wellington Management Group, adding an estimated $345M. The largest seller was D.E. Shaw & Co, cutting an estimated $423M.
- 1,347 institutional investors held Emerson Electric (EMR) as of Q1 2020, down from 1,512 in Q4 2019.
- Funds reported $20.8B of Emerson Electric stock for Q1 2020, down 39% quarter-over-quarter.
- 91 funds opened new Emerson Electric positions in Q1 2020 and 243 closed out, a net change of -152 holders.
- The largest Emerson Electric buyer in Q1 2020 was Wellington Management Group, an estimated $345M added.
- The largest Emerson Electric seller in Q1 2020 was D.E. Shaw & Co, an estimated $423M sold.
Based on aggregated 13F filings for Q1 2020.