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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
VDI
1176
Vaughan David Investments
Illinois
$228K +$209K +3,674 New
MFG
1177
MidWestOne Financial Group
Iowa
$227K +$208K +3,666 New
WA
1178
Wheatland Advisors
Pennsylvania
$226K +$207K +3,650 New
GDP
1179
Great Diamond Partners
Maine
$226K +$208K +3,658 New
SBA
1180
Secrest Blakey & Associates
North Carolina
$224K +$205K +3,607 New
RDWM
1181
Red Door Wealth Management
Tennessee
$223K
FPCG
1182
Fort Pitt Capital Group
Pennsylvania
$223K +$204K +3,600 New
LSV Asset Management
1183
LSV Asset Management
Illinois
$223K +$204K +3,600 New
AssetMark Inc
1184
AssetMark Inc
California
$218K +$42.7K +751 +27%
HC
1185
Henshaw Capital
Massachusetts
$217K +$199K +3,500 New
CAAS
1186
Capital Asset Advisory Services
Michigan
$215K +$174K +3,064 New
STA
1187
Summit Trail Advisors
New York
$215K +$197K +3,474 New
Rafferty Asset Management
1188
Rafferty Asset Management
New York
$214K +$196K +3,446 New
CA
1189
Claro Advisors
Massachusetts
$214K +$196K +3,452 New
BWP
1190
BSW Wealth Partners
Colorado
$214K +$196K +3,453 New
FMT
1191
First Mercantile Trust
Tennessee
$213K +$39.8K +700 +26%
BCCM
1192
Bridge Creek Capital Management
Massachusetts
$213K +$195K +3,431 New
MOS
1193
MGO One Seven
Ohio
$212K +$194K +3,410 New
PWW
1194
Pettyjohn Wood & White
Virginia
$212K +$194K +3,419 New
TFO
1195
Tarbox Family Office
California
$210K +$10.3K +182 +6%
BC
1196
Burleson & Co
California
$210K +$179K +3,160 New
MFW
1197
Meristem Family Wealth
Minnesota
$210K +$192K +3,384 New
OPS
1198
Orion Portfolio Solutions
Nebraska
$209K +$46.4K +816 +32%
AL
1199
AJO LP
Pennsylvania
$208K -$26.6M -467,426 -99%
MGIM
1200
M&G Investment Management
United Kingdom
$207K -$5.11M -89,886 -96%

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.