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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
BAMF
1451
BI Asset Management Fondsmaeglerselskab
Denmark
$219K -$679K -7,897 -77%
EIA
1452
Edgemoor Investment Advisors
Maryland
$219K +$209K +2,428 New
AWA
1453
ARS Wealth Advisors
Florida
$218K +$208K +2,421 New
WPWM
1454
Windward Private Wealth Management
Kansas
$217K +$206K +2,400 New
CCC
1455
Crescent Capital Consulting
Louisiana
$216K +$4.39K +51 +2%
BPA
1456
Beacon Pointe Advisors
California
$215K +$206K +2,395 New
AIP
1457
Almanack Investment Partners
Pennsylvania
$214K +$204K +2,374 New
ESBC
1458
E.S. Barr & Co
Kentucky
$214K +$204K +2,376 New
CCM
1459
Crossvault Capital Management
Texas
$213K +$203K +2,358 New
PAG
1460
Pinnacle Advisory Group
Maryland
$213K +$204K +2,366 New
CLOS
1461
Compagnie Lombard Odier SCmA
Switzerland
$212K
TFS
1462
Thoroughbred Financial Services
Tennessee
$212K +$202K +2,351 New
CASB
1463
Cape Ann Savings Bank
Massachusetts
$211K -$18.1K -210 -8%
TA
1464
TruWealth Advisors
Louisiana
$211K +$201K +2,336 New
CNB
1465
Camden National Bank
Maine
$211K +$201K +2,342 New
CNC
1466
Camden National Corporation
Maine
$211K +$201K +2,342 New
BO
1467
BRR OpCo
Ohio
$211K +$202K +2,343 New
OC
1468
Oakworth Capital
Alabama
$209K -$1.98K -23 -1%
PFA
1469
Paradigm Financial Advisors
Missouri
$209K +$199K +2,317 New
EBT
1470
Enterprise Bank & Trust
Massachusetts
$209K +$200K +2,322 New
TCA
1471
Transcend Capital Advisors
New Jersey
$208K -$168K -1,952 -46%
GIM
1472
Greylin Investment Management
Virginia
$208K +$198K +2,300 New
MF
1473
Magnetar Financial
Illinois
$208K +$198K +2,300 New
NQWM
1474
Northwest Quadrant Wealth Management
Oregon
$208K +$199K +2,308 New
ECM
1475
Estabrook Capital Management
New York
$208K

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.