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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
SIAS
1251
Shine Investment Advisory Services
Colorado
$103K
DOA
1252
D'Orazio & Associates
Virginia
$98K
TSW
1253
Thompson Siegel & Walmsley
Virginia
$97K
PFGIA
1254
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$6.3K +111 +8%
TL
1255
TrueWealth LLC
Georgia
$96K
PVH
1256
Psagot Value Holdings
Israel
$95K
ARMC
1257
American Research & Management Company
Massachusetts
$90K
SNT
1258
Security National Trust
West Virginia
$87K
BWL
1259
Bogart Wealth LLC
Virginia
$84K -$6.47K -114 -8%
VCM
1260
Versant Capital Management
Arizona
$84K -$454 -8 -0.6%
MHR
1261
Matthew Hamilton Rosenberg
$83K -$15.3K -270 -17%
TWA
1262
TCI Wealth Advisors
Arizona
$83K -$7.72K -136 -9%
FFC
1263
First Financial Corp
Indiana
$82K
BCM
1264
Blume Capital Management
California
$81K -$11.4K -200 -13%
BWM
1265
Baystate Wealth Management
Massachusetts
$81K
CYG
1266
Clean Yield Group
Vermont
$79K -$17K -300 -19%
KPCM
1267
Kings Point Capital Management
New York
$79K
AIM
1268
Arcadia Investment Management
Michigan
$78K +$852 +15 +1%
DCM
1269
Davis Capital Management
Florida
$76K
BWA
1270
Burt Wealth Advisors
Maryland
$75K
LWM
1271
Liberty Wealth Management
California
$75K +$7.21K +127 +12%
AWM
1272
Avior Wealth Management
Nebraska
$74K
TCCM
1273
Timber Creek Capital Management
Massachusetts
$74K
VRM
1274
Vectors Research Management
New York
$74K
SWM
1275
Sugarloaf Wealth Management
Georgia
$74K +$284 +5 +0.4%

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.