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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
PSB
1526
Piscataqua Savings Bank
New Hampshire
$103K +$98.6K +1,146 New
CFO
1527
CVA Family Office
Colorado
$101K +$73.4K +853 +316%
LFG
1528
Larson Financial Group
Missouri
$99K +$430 +5 +0.5%
FMP
1529
Financial Management Professionals
Texas
$96K
CHA
1530
Carmichael Hill & Associates
Maryland
$95K -$8.6K -100 -9%
EDRH
1531
Edmond de Rothschild Holding
Switzerland
$95K
LWA
1532
Lenox Wealth Advisors
New York
$93K -$344 -4 -0.4%
HWA
1533
HHM Wealth Advisors
Tennessee
$91K +$87.2K +1,014 New
BCM
1534
Blume Capital Management
California
$90K
OSNBOA
1535
Old Second National Bank of Aurora
Illinois
$90K
LWM
1536
Liberty Wealth Management
California
$88K
BAM
1537
Bellevue Asset Management
Washington
$86K
PCTC
1538
Perkins Coie Trust Company
Washington
$86K
FFC
1539
First Financial Corp
Indiana
$84K
PWA
1540
Phoenix Wealth Advisors
North Carolina
$83K
CPA
1541
Cowen Prime Advisors
New York
$81K
HFA
1542
HC Financial Advisors
California
$80K
UFF
1543
USA Financial Formulas
Michigan
$79K +$75.8K +881 New
PWM
1544
Prentice Wealth Management
New York
$78K +$74.3K +864 New
SWA
1545
Sutton Wealth Advisors
Florida
$77.7K +$860 +10 +1%
MSFP
1546
Mark Sheptoff Financial Planning
Connecticut
$76K
TCM
1547
Tradewinds Capital Management
Washington
$75K
BMD
1548
Better Money Decisions
New Mexico
$75K +$71.7K +833 New
DAC
1549
Dividend Assets Capital
South Carolina
$74K
KFI
1550
Key Financial Inc
Pennsylvania
$74K +$1.29K +15 +2%

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.