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Emerson Electric
EMR

1,593 hedge funds and large institutions have $35.7B invested in Emerson Electric in 2020 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 497 increasing their positions, 609 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 62

70% more funds holding in top 10

Funds holding in top 10: 10 → 17 (+7)

43% more call options, than puts

Call options by funds: $223M | Put options by funds: $156M

22% more capital invested

Capital invested by funds: $29.3B → $35.7B (+$6.34B)

9% more funds holding

Funds holding: 1,457 → 1,593 (+136)

0.96% less ownership

Funds ownership: 75.05% → 74.09% (-0.96%)

18% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 609

Holders
1,593
Holders Change
+136
Holders Change %
+9.33%
% of All Funds
28.18%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
221
Increased
497
Reduced
609
Closed
62
Calls
$223M
Puts
$156M
Net Calls
+$67.2M
Net Calls Change
+$23.3M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$575M
2
Citadel Advisors
Citadel Advisors
Florida
+$220M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$157M
4
Charles Schwab
Charles Schwab
California
+$57.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$281M
2
LP
Longview Partners
Guernsey
-$267M
3
AIG
American International Group
New York
-$204M
4
American Century Companies
American Century Companies
Missouri
-$131M
5
WT
Whittier Trust
California
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1626
CWS Financial Advisors
Michigan
– -$264K -4,032 Closed
LCM
1627
Laurion Capital Management
New York
– -$253K -3,864 Closed
EGA
1628
Eagle Global Advisors
Texas
– -$241K -3,670 Closed
SCM
1629
Snow Capital Management
Pennsylvania
– -$231K -3,518 Closed
Wolverine Trading
1630
Wolverine Trading
Illinois
– -$228K -3,506 Closed
MA
1631
MANA Advisors
New York
– -$229K -3,489 Closed
AC
1632
Apella Capital
Connecticut
– -$215K -3,280 Closed
WP
1633
WMS Partners
Maryland
– -$208K -3,165 Closed
BCB
1634
Brian C. Broderick
– -$206K -3,139 Closed
IC
1635
IEQ Capital
California
– -$205K -3,121 Closed
RIM
1636
Rampart Investment Management
Connecticut
– -$165K -2,509 Closed
FFA
1637
Founders Financial Alliance
North Carolina
– -$150K -2,236 Closed
NIM
1638
NuWave Investment Management
New Jersey
– -$121K -1,832 Closed
JWM
1639
Jeppson Wealth Management
California
– -$79K -1,210 Closed
WAM
1640
Wolverine Asset Management
Illinois
– -$54K -834 Closed
PFWA
1641
Paces Ferry Wealth Advisors
Georgia
– -$49K -752 Closed
SIM
1642
Sentry Investment Management
Wisconsin
– -$48K -731 Closed
AA
1643
Advisory Alpha
Michigan
– -$22K -321 Closed
IAS
1644
IMA Advisory Services
Colorado
– -$14K -215 Closed
EIP
1645
Ellis Investment Partners
Pennsylvania
– -$9.96K -134 Closed
Fidelity International
1646
Fidelity International
Bermuda
– -$9.07K -122 -97%
LGWM
1647
Litman Gregory Wealth Management
California
– -$7K -113 Closed
RA
1648
Rational Advisors
New York
– -$7K -101 Closed
CCM
1649
Chiron Capital Management
Florida
– -$7K -100 Closed
WAS
1650
Winch Advisory Services
Wisconsin
– -$6K -85 Closed
63 64 65
66
67

EMR Hedge Fund Activity: Q4 2020 in Review

1,593 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2020, worth a combined $35.7B — up 22% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new EMR positions and 62 closed out — a net gain of 159 holders — while 497 added to existing stakes and 609 trimmed.

The largest buyer was Capital World Investors, adding an estimated $575M. The largest seller was BlackRock, cutting an estimated $281M.

  • 1,593 institutional investors held Emerson Electric (EMR) as of Q4 2020, up from 1,457 in Q3 2020.
  • Funds reported $35.7B of Emerson Electric stock for Q4 2020, up 22% quarter-over-quarter.
  • 221 funds opened new Emerson Electric positions in Q4 2020 and 62 closed out, a net change of +159 holders.
  • The largest Emerson Electric buyer in Q4 2020 was Capital World Investors, an estimated $575M added.
  • The largest Emerson Electric seller in Q4 2020 was BlackRock, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2020.