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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
PVH
1501
Psagot Value Holdings
Israel
$169K
TWM
1502
Tradition Wealth Management
Minnesota
$167K +$86 +1 +0.1%
ARMC
1503
American Research & Management Company
Massachusetts
$164K -$36.6K -425 -19%
NIMI
1504
Natixis Investment Managers International
France
$160K -$6.37K -74 -4%
ZB
1505
Zions Bancorporation
Utah
$155K -$32.3K -375 -18%
RCG
1506
Rock Creek Group
District of Columbia
$155K +$37.4K +435 +34%
JWA
1507
JFS Wealth Advisors
Pennsylvania
$154K -$18.6K -216 -11%
SIS
1508
Sound Income Strategies
Florida
$153K +$67.9K +789 +87%
MWC
1509
MBM Wealth Consultants
Missouri
$153K
ME
1510
McIlrath & Eck
Washington
$153K +$51.6K +600 +55%
FCB
1511
First Command Bank
Texas
$152K -$12.9K -150 -8%
FCFS
1512
First Command Financial Services
Texas
$152K -$12.9K -150 -8%
HC
1513
Hoese & Co
Minnesota
$144K +$138K +1,600 New
DOA
1514
D'Orazio & Associates
Virginia
$143K
TSW
1515
Thompson Siegel & Walmsley
Virginia
$142K
ICM
1516
Islay Capital Management
Texas
$141K +$129K +1,504 +2,639%
MS
1517
Maven Securities
Jersey
$136K +$129K +1,504 New
BAM
1518
Belpointe Asset Management
Nevada
$129K -$139K -1,612 -53%
IAIM
1519
International Assets Investment Management
Florida
$129K
BWM
1520
Baystate Wealth Management
Massachusetts
$118K
LS
1521
Leelyn Smith
Illinois
$117K
BCP
1522
Blue Chip Partners
Michigan
$116K
KPCM
1523
Kings Point Capital Management
New York
$115K
SNT
1524
Security National Trust
West Virginia
$110K
SBSB
1525
Sullivan, Bruyette, Speros & Blaney
Virginia
$109K +$104K +1,212 New

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.