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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
CTB
1151
Country Trust Bank
Illinois
$239K +$21.9K +385 +11%
CFG
1152
Capstone Financial Group
Oklahoma
$238K -$6.99K -123 -3%
SFG
1153
SNS Financial Group
Minnesota
$238K +$218K +3,841 New
JWM
1154
JGP Wealth Management
Oregon
$237K -$9.83K -173 -4%
SAM
1155
Secure Asset Management
Michigan
$237K +$217K +3,822 New
FWM
1156
Focused Wealth Management
New York
$236K
FMLI
1157
Fukoku Mutual Life Insurance
Japan
$236K
MWM
1158
Madison Wealth Management
Ohio
$236K +$216K +3,800 New
DA
1159
Detalus Advisors
Missouri
$236K +$216K +3,804 New
AA
1160
Apriem Advisors
California
$236K +$216K +3,807 New
NAS
1161
Nicolet Advisory Services
Wisconsin
$235K +$215K +3,790 New
ONST
1162
Old North State Trust
North Carolina
$234K -$35.3K -621 -14%
SIG
1163
Sargent Investment Group
Maryland
$234K +$217K +3,817 New
OSAM
1164
O'Shaughnessy Asset Management
Connecticut
$233K +$166K +2,928 +355%
SIC
1165
Shoker Investment Counsel
Ohio
$232K +$213K +3,751 New
DTC
1166
Davidson Trust Company
Washington
$232K +$213K +3,754 New
Capstone Investment Advisors
1167
Capstone Investment Advisors
New York
$231K -$5.07M -89,260 -96%
DE
1168
Day & Ennis
Georgia
$231K +$211K +3,721 New
CRC
1169
Curi RMB Capital
Illinois
$231K +$212K +3,726 New
PCA
1170
Peddock Capital Advisors
Massachusetts
$231K +$212K +3,730 New
TC
1171
Trust Company
Kansas
$230K +$25.4K +447 +14%
BJL
1172
Brighton Jones LLC
Washington
$230K +$210K +3,703 New
NIT
1173
NumerixS Investment Technologies
British Columbia, Canada
$230K +$210K +3,704 New
PCS
1174
Personal CFO Solutions
New Jersey
$230K +$211K +3,707 New
SFSG
1175
Stearns Financial Services Group
North Carolina
$230K +$211K +3,712 New

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.