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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
WCM
1551
Wealthcare Capital Management
Virginia
$73K +$69.3K +806 New
BEI
1552
Benjamin Edwards Inc
Missouri
$71K +$67.6K +786 New
RG
1553
Retirement Group
California
$70K -$10.8K -125 -14%
CCMW
1554
Cypress Capital Management (Wyoming)
Wyoming
$70K
AF
1555
Allworth Financial
California
$70K +$19.2K +223 +41%
GRP
1556
Global Retirement Partners
California
$69K +$8.6K +100 +15%
IBOK
1557
Independence Bank of Kentucky
Kentucky
$68K
FMTCOCP
1558
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K +$29.5K +343 +89%
GEA
1559
Glen Eagle Advisors
New Jersey
$65.5K +$516 +6 +0.8%
GAM
1560
Gemmer Asset Management
California
$64K +$11.4K +132 +23%
SCA
1561
Stonebridge Capital Advisors
Minnesota
$64K +$60.8K +707 New
AWM
1562
AllSquare Wealth Management
New York
$63K
LWANC
1563
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K +$5.16K +60 +9%
NCM
1564
New Capital Management
Texas
$61K
HL
1565
Harding Loevner
New Jersey
$60K
HFM
1566
Harvest Fund Management
China
$59K
RAM
1567
Riggs Asset Management
Pennsylvania
$59K
DWP
1568
Destiny Wealth Partners
Florida
$54K
FFA
1569
Freedman Financial Associates
Massachusetts
$54K
FCM
1570
Firestone Capital Management
Florida
$52K
ADL
1571
Asset Dedication LLC
California
$51K -$34.3K -399 -41%
GWS
1572
Glassman Wealth Services
Virginia
$51K +$5.33K +62 +12%
HWMA
1573
Heritage Wealth Management (Arizona)
Arizona
$51K +$48.9K +568 New
JWM
1574
Janiczek Wealth Management
Colorado
$48K +$7.4K +86 +19%
GG
1575
Gleason Group
Kentucky
$47K +$258 +3 +0.6%

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.