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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
IFWM
1101
Institute for Wealth Management
Colorado
$580K -$44.2K -470 -7%
HWA
1102
Heritage Wealth Advisors
Virginia
$579K -$28.2K -300 -5%
GWAM
1103
Guardian Wealth Advisors (Minnesota)
Minnesota
$577K -$21.8K -232 -4%
BSA
1104
Braun Stacey Associates
New York
$577K +$47K +500 +9%
MWM
1105
Meridian Wealth Management
Kentucky
$577K +$49.4K +525 +10%
GCP
1106
GSA Capital Partners
United Kingdom
$577K +$90.9K +967 +19%
VBCG
1107
Valley Brook Capital Group
Pennsylvania
$575K +$22K +234 +4%
AA
1108
Apriem Advisors
California
$573K +$940 +10 +0.2%
AF
1109
Advisornet Financial
Minnesota
$570K +$5.83K +62 +1%
QCG
1110
Quadrant Capital Group
Ohio
$570K +$34.9K +371 +7%
RIG
1111
Roosevelt Investment Group
New York
$568K -$113K -1,200 -17%
PM
1112
Penbrook Management
New York
$568K
SEC
1113
Seven Eight Capital
New York
$568K +$555K +5,900 New
PWM
1114
Paulson Wealth Management
Illinois
$564K +$29.3K +312 +6%
FL
1115
Fort LP
Maryland
$564K +$551K +5,860 New
MCM
1116
Manchester Capital Management
Vermont
$561K
Federated Hermes
1117
Federated Hermes
Pennsylvania
$558K -$5.93M -63,058 -92%
LA
1118
LexAurum Advisors
Kansas
$554K -$7.05K -75 -1%
WF
1119
Williams Financial
Vermont
$554K
GAMC
1120
Garner Asset Management Corp
Texas
$551K
BBI
1121
Baxter Bros Inc
Connecticut
$550K
Eagle Capital Management (New York)
1122
Eagle Capital Management (New York)
New York
$545K +$532K +5,663 New
SAM
1123
S.A. Mason
Michigan
$543K
CHAM
1124
Clear Harbor Asset Management
Connecticut
$542K -$23.6K -251 -4%
SBF
1125
Sara-Bay Financial
Florida
$541K +$2.26K +24 +0.4%

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.