Emerson Electric
1,457 hedge funds and large institutions have $29.3B invested in Emerson Electric in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 475 increasing their positions, 589 reducing their positions, and 63 closing their positions.
121% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 63
26% more call options, than puts
Call options by funds: $210M | Put options by funds: $166M
7% more capital invested
Capital invested by funds: $27.4B → $29.3B (+$1.95B)
4% more funds holding
Funds holding: 1,396 → 1,457 (+61)
1.08% more ownership
Funds ownership: 73.97% → 75.05% (+1.1%)
19% less repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 589
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$265M |
| 2 |
WT
Whittier Trust
South Pasadena,
California
|
+$200M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$117M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$105M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$94.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$84M |
| 3 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$78M |
| 4 |
BlackRock
New York
|
-$46.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.5M |
EMR Hedge Fund Activity: Q3 2020 in Review
1,457 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2020, worth a combined $29.3B — up 7.1% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new EMR positions and 63 closed out — a net gain of 76 holders — while 475 added to existing stakes and 589 trimmed.
The largest buyer was Bank of America, adding an estimated $265M. The largest seller was T. Rowe Price Associates, cutting an estimated $94.9M.
- 1,457 institutional investors held Emerson Electric (EMR) as of Q3 2020, up from 1,396 in Q2 2020.
- Funds reported $29.3B of Emerson Electric stock for Q3 2020, up 7.1% quarter-over-quarter.
- 139 funds opened new Emerson Electric positions in Q3 2020 and 63 closed out, a net change of +76 holders.
- The largest Emerson Electric buyer in Q3 2020 was Bank of America, an estimated $265M added.
- The largest Emerson Electric seller in Q3 2020 was T. Rowe Price Associates, an estimated $94.9M sold.
Based on aggregated 13F filings for Q3 2020.