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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
VSWA
1101
Vontobel Swiss Wealth Advisors
Switzerland
$285K +$1.7K +30 +0.7%
CC
1102
Cornerstone Capital
California
$285K +$8.52K +150 +3%
FHB
1103
First Hawaiian Bank
Hawaii
$285K +$262K +4,607 New
MPCG
1104
Matrix Private Capital Group
New York
$283K -$2.44K -43 -0.9%
CAW
1105
Cornerstone Advisors (Washington)
Washington
$281K +$43.3K +762 +20%
SC
1106
Searle & Co
Connecticut
$280K
EWM
1107
Evermay Wealth Management
Virginia
$279K -$45.2K -795 -15%
PCAP
1108
Pratt Collard Advisory Partners
New York
$279K -$5.11K -90 -2%
AW
1109
ACG Wealth
Georgia
$279K -$4.83K -85 -2%
Carson Wealth (CWM LLC)
1110
Carson Wealth (CWM LLC)
Nebraska
$279K
DGI
1111
Disciplined Growth Investors
Minnesota
$279K
APA
1112
American Portfolios Advisors
New York
$278K -$1.42K -25 -0.6%
CL
1113
Choreo LLC
Illinois
$274K -$2.61K -46 -1%
NHC
1114
Nicholas Hoffman & Company
Georgia
$272K -$48.5K -853 -16%
WAM
1115
Weatherly Asset Management
California
$271K -$10.7K -189 -4%
TBNY
1116
Trustco Bank (New York)
New York
$269K
WCF
1117
West Coast Financial
California
$267K +$245K +4,308 New
LF
1118
LifeSteps Financial
California
$266K
GJCM
1119
Grand Jean Capital Management
California
$265K -$15.9K -280 -6%
PWAP
1120
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$265K +$284 +5 +0.1%
GVAG
1121
Great Valley Advisor Group
Delaware
$265K +$243K +4,284 New
PMFA
1122
Plante Moran Financial Advisors
Michigan
$263K -$2.73K -48 -1%
SIM
1123
Stratos Investment Management
Ohio
$262K +$240K +4,220 New
SG
1124
StoneX Group
New York
$261K -$42K -740 -15%
PW
1125
Price Wealth
Texas
$257K -$11.9K -209 -5%

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.