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Emerson Electric
EMR

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: 1,593 → 1,685 (+92)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (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

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$414M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$157M
3
Invesco
Invesco
Georgia
+$95.9M
4
Capital World Investors
Capital World Investors
California
+$92.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$77.4M

Top Sellers

Rank Fund Capital Flow
1
LP
Longview Partners
Guernsey
-$466M
2
Citadel Advisors
Citadel Advisors
Florida
-$232M
3
American Century Companies
American Century Companies
Missouri
-$229M
4
Charles Schwab
Charles Schwab
California
-$125M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
1426
Well Done LLC
Michigan
$232K – – –
LTI
1427
Laffer Tengler Investments
Tennessee
$232K – – –
ED
1428
Exane Derivatives
France
$232K -$18.1K -210 -8%
EAM
1429
Evanson Asset Management
California
$231K -$47.8K -556 -18%
Nomura Holdings
1430
Nomura Holdings
Japan
$230K -$2.94M -34,206 -93%
WTB
1431
Washington Trust Bank
Washington
$230K -$18.8K -219 -8%
CRIG
1432
Charter Research & Investment Group
Connecticut
$230K – – –
AIM
1433
Aspen Investment Management
Michigan
$229K +$218K +2,534 New
BAM
1434
Beaumont Asset Management
Texas
$229K +$219K +2,547 New
PAIM
1435
Punch & Associates Investment Management
Minnesota
$228K – – –
RE
1436
RBC Europe
United Kingdom
$227K – – –
UC
1437
Unio Capital
New Jersey
$226K – – –
WSC
1438
Wellington Shields & Co
New York
$226K – – –
TA
1439
TFG Advisers
Michigan
$226K +$946 +11 +0.4%
ER
1440
Enlightenment Research
Florida
$226K +$215K +2,500 New
SCM
1441
Stonehearth Capital Management
Massachusetts
$225K +$215K +2,497 New
VCM
1442
Vivaldi Capital Management
Illinois
$224K +$201K +2,338 New
CAG
1443
Csenge Advisory Group
Florida
$224K +$209K +2,434 New
PP
1444
Pegasus Partners
Wisconsin
$224K +$213K +2,481 New
FTC
1445
Farmers Trust Company
Ohio
$224K +$214K +2,487 New
CCM
1446
Coerente Capital Management
Ontario, Canada
$224K +$214K +2,492 New
CSPIA
1447
Cary Street Partners Investment Advisory
Virginia
$223K -$198K -2,302 -48%
CFA
1448
CWS Financial Advisors
Michigan
$220K +$209K +2,435 New
HCMG
1449
Howard Capital Management Group
California
$220K +$210K +2,441 New
Koshinski Asset Management
1450
Koshinski Asset Management
Illinois
$220K +$210K +2,442 New
56 57
58
59 60

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.