We are live on ! Find out more
EMR icon

Emerson Electric
EMR

1,593 hedge funds and large institutions have $35.7B invested in Emerson Electric in 2020 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 497 increasing their positions, 609 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 62

70% more funds holding in top 10

Funds holding in top 10: 10 → 17 (+7)

43% more call options, than puts

Call options by funds: $223M | Put options by funds: $156M

22% more capital invested

Capital invested by funds: $29.3B → $35.7B (+$6.34B)

9% more funds holding

Funds holding: 1,457 → 1,593 (+136)

0.96% less ownership

Funds ownership: 75.05% → 74.09% (-0.96%)

18% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 609

Holders
1,593
Holders Change
+136
Holders Change %
+9.33%
% of All Funds
28.18%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
221
Increased
497
Reduced
609
Closed
62
Calls
$223M
Puts
$156M
Net Calls
+$67.2M
Net Calls Change
+$23.3M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$575M
2
Citadel Advisors
Citadel Advisors
Florida
+$220M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$157M
4
Charles Schwab
Charles Schwab
California
+$57.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$281M
2
LP
Longview Partners
Guernsey
-$267M
3
AIG
American International Group
New York
-$204M
4
American Century Companies
American Century Companies
Missouri
-$131M
5
WT
Whittier Trust
California
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1026
Institute for Wealth Management
Colorado
$573K -$24.5K -329 -4%
AAM
1027
AR Asset Management
California
$573K – – –
MIC
1028
Meridian Investment Counsel
California
$569K – – –
VPIM
1029
Vanguard Personalized Indexing Management
California
$566K +$65.4K +880 +14%
OWP
1030
Obermeyer Wealth Partners
Colorado
$565K -$4.76K -64 -0.9%
TSS
1031
Two Sigma Securities
New York
$565K +$523K +7,033 New
BPC
1032
Banque Pictet & Cie
Switzerland
$564K -$107K -1,440 -17%
JIC
1033
Joel Isaacson & Co
New York
$564K – – –
AAIM
1034
Asset Advisors Investment Management
Georgia
$563K – – –
DPIM
1035
Duff & Phelps Investment Management
Illinois
$562K – – –
CFA
1036
Carroll Financial Associates
North Carolina
$557K – – –
NICM
1037
Neo Ivy Capital Management
New York
$556K +$312K +4,199 +154%
LWAC
1038
Laurel Wealth Advisors (California)
California
$555K +$223 +3 +0%
WA
1039
WBH Advisory
Maryland
$552K – – –
FFN
1040
Focus Financial Network
Minnesota
$552K -$27.7K -372 -5%
AC
1041
Alexandria Capital
Virginia
$551K +$149K +2,000 +41%
PWMAG
1042
Pinnacle Wealth Management Advisory Group
New Jersey
$550K +$5.13K +69 +1%
BPB
1043
Badgley, Phelps & Bell
Washington
$549K +$15.2K +205 +3%
PFA
1044
Pathway Financial Advisors
Vermont
$547K -$31.8K -428 -6%
CS
1045
Cannell & Spears
New York
$547K – – –
DDC
1046
DF Dent & Co
Maryland
$546K – – –
GI
1047
Gradient Investments
Minnesota
$546K – – –
PB
1048
Pinnacle Bancorp
Nebraska
$543K – – –
RI
1049
Ridgewood Investments
New Jersey
$543K – – –
LCM
1050
LCM Capital Management
Illinois
$543K +$502K +6,749 New
40 41
42
43 44

EMR Hedge Fund Activity: Q4 2020 in Review

1,593 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2020, worth a combined $35.7B — up 22% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new EMR positions and 62 closed out — a net gain of 159 holders — while 497 added to existing stakes and 609 trimmed.

The largest buyer was Capital World Investors, adding an estimated $575M. The largest seller was BlackRock, cutting an estimated $281M.

  • 1,593 institutional investors held Emerson Electric (EMR) as of Q4 2020, up from 1,457 in Q3 2020.
  • Funds reported $35.7B of Emerson Electric stock for Q4 2020, up 22% quarter-over-quarter.
  • 221 funds opened new Emerson Electric positions in Q4 2020 and 62 closed out, a net change of +159 holders.
  • The largest Emerson Electric buyer in Q4 2020 was Capital World Investors, an estimated $575M added.
  • The largest Emerson Electric seller in Q4 2020 was BlackRock, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2020.