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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
CF
1476
Centaurus Financial
California
$206K -$9.29K -108 -5%
PO
1477
Private Ocean
California
$206K
JWCA
1478
J.W. Cole Advisors
Florida
$206K +$196K +2,279 New
MS
1479
Madden Securities
Texas
$206K +$196K +2,279 New
MHR
1480
Matthew Hamilton Rosenberg
$205K
WBC
1481
West Branch Capital
Massachusetts
$205K +$195K +2,272 New
PFA
1482
Plotkin Financial Advisors
Maryland
$204K +$195K +2,266 New
FRM
1483
Fox Run Management
Connecticut
$204K +$194K +2,256 New
AA
1484
Ancora Advisors
Ohio
$203K -$860 -10 -0.4%
CICI
1485
Capital Investment Counsel Inc
North Carolina
$203K +$194K +2,250 New
TC
1486
Trust Company
Kansas
$202K -$103K -1,195 -35%
TPW
1487
TL Private Wealth
Texas
$202K +$189K +2,200 New
ACP
1488
Aveo Capital Partners
Colorado
$202K +$193K +2,240 New
BWM
1489
Birchcreek Wealth Management
Ohio
$201K
TC
1490
Truvestments Capital
Florida
$201K +$946 +11 +0.5%
PFGIA
1491
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$12.5K +145 +7%
SWP
1492
Strategic Wealth Partners
Ohio
$200K +$190K +2,214 New
NIM
1493
NuWave Investment Management
New Jersey
$197K +$188K +2,180 New
TFM
1494
TFC Financial Management
Massachusetts
$192K
T
1495
TOBAM
France
$190K
VRM
1496
Vectors Research Management
New York
$190K +$104K +1,214 +136%
PCM
1497
Perritt Capital Management
Illinois
$186K +$177K +2,062 New
CBT
1498
Central Bank & Trust
Kentucky
$183K -$8.6K -100 -5%
Kayne Anderson Rudnick Investment Management
1499
Kayne Anderson Rudnick Investment Management
California
$180K +$2.67K +31 +2%
COCM
1500
Charter Oak Capital Management
New Hampshire
$172K +$18.5K +215 +13%

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.