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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
CAI
151
Capital Advisors Inc
Oklahoma
$27.3M +$791K +9,199 +3%
UCFA
152
United Capital Financial Advisors
Texas
$27.1M -$97.2K -1,130 -0.4%
Osaic Holdings
153
Osaic Holdings
Arizona
$27M +$5.36M +62,328 +26%
HighTower Advisors
154
HighTower Advisors
Illinois
$26.9M +$1.4M +16,230 +6%
WRF
155
Waddell & Reed Financial
Kansas
$26.5M
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$26.3M +$28K +326 +0.1%
ZIM
157
Zacks Investment Management
Illinois
$26.1M -$2.66M -30,911 -10%
PFM
158
Parsec Financial Management
North Carolina
$26.1M -$433K -5,035 -2%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$25.6M +$3.33M +38,661 +16%
GLA
160
Great Lakes Advisors
Illinois
$25.3M -$705K -8,196 -3%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$25.1M -$52M -604,498 -68%
MNG
162
Manning & Napier Group
New York
$25.1M +$635K +7,382 +3%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$25M -$401K -4,658 -2%
SFI
164
Susquehanna Fundamental Investments
Pennsylvania
$24.6M
SEI Investments
165
SEI Investments
Pennsylvania
$24.5M -$3.02M -35,056 -11%
AWM
166
Absher Wealth Management
North Carolina
$24.4M -$309K -3,588 -1%
CDH
167
Charles D. Hyman
$24.4M +$375K +4,359 +2%
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$23.5M +$81.7K +950 +0.4%
MTC
169
McDaniel Terry & Co
Texas
$23.5M +$71.7K +833 +0.3%
ELC
170
Edgar Lomax Company
Virginia
$23.5M +$2.79M +32,390 +14%
AHB
171
Abner Herrman & Brock
New Jersey
$23.3M +$976K +11,350 +5%
VMPIC
172
Varma Mutual Pension Insurance Co
Finland
$23.3M +$19.8M +230,000 +810%
AA
173
ALPS Advisors
Colorado
$23M +$71.3K +829 +0.3%
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$22.9M -$26.3M -306,150 -55%
ACM
175
Argent Capital Management
Missouri
$22.8M -$14.5K -168 -0.1%

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.