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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
TF
1376
TimeScale Financial
Massachusetts
$7K +$114 +2 +2%
ETI
1377
Enterprise Trust & Investment
California
$6K
IRAG
1378
Investment Research & Advisory Group
Georgia
$6K
PGAM
1379
Princeton Global Asset Management
New Jersey
$6K
RTC
1380
Riverview Trust Company
Washington
$5K
NIM
1381
NuWave Investment Management
New Jersey
$5K +$4.2K +74 New
RA
1382
Rational Advisors
New York
$5K +$4.2K +74 New
HS
1383
Horan Securities
United States
$5K +$4.26K +75 New
CAL
1384
Capital Analysts LLC
Pennsylvania
$4K -$16.9K -297 -82%
ICM
1385
Islay Capital Management
Texas
$4K +$57 +1 +2%
WCG
1386
Weaver Consulting Group
California
$4K +$3.12K +55 +1,100%
EW
1387
Evoke Wealth
California
$2K -$1.59K -28 -46%
BC
1388
Barnett & Company
Tennessee
$1K
CCA
1389
Column Capital Advisors
Indiana
$1K
LF
1390
Lee Financial
Texas
$1K
ST
1391
Sageworth Trust
Pennsylvania
$1K +$511 +9 New
TI
1392
tru Independence
Oregon
$51
WIM
1393
Westside Investment Management
California
$24
Citadel Advisors
1394
Citadel Advisors
Florida
-$58.7M -1,032,815 Closed
MWNA
1395
Marshall Wace North America
New York
-$23.5M -492,839 Closed
AAMU
1396
AEGON Asset Management (UK)
United Kingdom
-$15.7M -328,669 Closed
Renaissance Technologies
1397
Renaissance Technologies
New York
-$13.4M -282,000 Closed
MIS
1398
Morningstar Investment Services
Illinois
-$6.93M -148,633 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1399
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$6.05M -127,003 Closed
Two Sigma Investments
1400
Two Sigma Investments
New York
-$4.36M -91,499 Closed

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.