We are live on ! Find out more
EMR icon

Emerson Electric

1,685 hedge funds and large institutions have $39.9B invested in Emerson Electric in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 601 increasing their positions, 623 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 64

54% more call options, than puts

Call options by funds: $229M | Put options by funds: $149M

12% more capital invested

Capital invested by funds: $35.7B → $39.9B (+$4.2B)

6% more funds holding

Funds holding: 1,5931,685 (+92)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.22% less ownership

Funds ownership: 74.09%73.86% (-0.22%)

4% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 623

Holders
1,685
Holders Change
+92
Holders Change %
+5.78%
% of All Funds
29.59%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
174
Increased
601
Reduced
623
Closed
64
Calls
$229M
Puts
$149M
Net Calls
+$80.7M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1376
Security Asset Management
New York
$268K +$206K +2,400 +421%
GIA
1377
Gladstone Institutional Advisory
Florida
$268K +$255K +2,968 New
BIM
1378
Baldwin Investment Management
Pennsylvania
$267K
STA
1379
Summit Trail Advisors
New York
$267K +$9.46K +110 +4%
BFA
1380
Beaumont Financial Advisors
Massachusetts
$266K -$2.67K -31 -1%
EI
1381
Ellevest Inc
New York
$266K +$54.5K +633 +27%
TAM
1382
Todd Asset Management
Kentucky
$263K -$23.7K -275 -9%
FPCG
1383
Fort Pitt Capital Group
Pennsylvania
$263K -$1.2K -14 -0.5%
ACM
1384
Advisors Capital Management
New Jersey
$262K +$13K +151 +5%
FMT
1385
First Mercantile Trust
Tennessee
$261K -$23K -267 -8%
JLBC
1386
J.L. Bainbridge & Co
Florida
$261K -$14.9K -173 -6%
PGIM
1387
Pacific Global Investment Management
California
$260K
MWM
1388
Mascoma Wealth Management
New Hampshire
$260K +$17.1K +199 +7%
AFAS
1389
Acorn Financial Advisory Services
Virginia
$259K
IWA
1390
Intercontinental Wealth Advisors
Texas
$259K
EWA
1391
EP Wealth Advisors
California
$259K +$247K +2,872 New
IP
1392
Innovative Portfolios
Indiana
$258K +$246K +2,857 New
HCP
1393
Hexagon Capital Partners
Arkansas
$257K +$146K +1,694 +146%
HC
1394
Hourglass Capital
Texas
$254K
TWM
1395
Titus Wealth Management
California
$253K +$11.5K +134 +5%
FPS
1396
Fieldpoint Private Securities
Connecticut
$250K -$43.1K -501 -15%
PCAP
1397
Pratt Collard Advisory Partners
New York
$249K -$108K -1,250 -31%
WI
1398
Wedgewood Investors
Pennsylvania
$249K -$12.9K -150 -5%
SAM
1399
Summit Asset Management
Tennessee
$249K +$238K +2,765 New
QT
1400
Quantamental Technologies
New York
$248K -$43.4K -505 -15%

EMR Hedge Fund Activity: Q1 2021 in Review

1,685 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2021, worth a combined $39.9B — up 12% from $35.7B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new EMR positions and 64 closed out — a net gain of 110 holders — while 601 added to existing stakes and 623 trimmed.

The largest buyer was DZ Bank, adding an estimated $414M. The largest seller was Longview Partners, cutting an estimated $466M.

  • 1,685 institutional investors held Emerson Electric (EMR) as of Q1 2021, up from 1,593 in Q4 2020.
  • Funds reported $39.9B of Emerson Electric stock for Q1 2021, up 12% quarter-over-quarter.
  • 174 funds opened new Emerson Electric positions in Q1 2021 and 64 closed out, a net change of +110 holders.
  • The largest Emerson Electric buyer in Q1 2021 was DZ Bank, an estimated $414M added.
  • The largest Emerson Electric seller in Q1 2021 was Longview Partners, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2021.