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Emerson Electric

1,697 hedge funds and large institutions have $42.4B invested in Emerson Electric in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 644 increasing their positions, 602 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

10% more call options, than puts

Call options by funds: $257M | Put options by funds: $233M

6% more capital invested

Capital invested by funds: $39.9B → $42.4B (+$2.5B)

7% more repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 602

1% more funds holding

Funds holding: 1,6851,697 (+12)

0.18% less ownership

Funds ownership: 73.86%73.68% (-0.18%)

Holders
1,697
Holders Change
+12
Holders Change %
+0.71%
% of All Funds
29.54%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
118
Increased
644
Reduced
602
Closed
82
Calls
$257M
Puts
$233M
Net Calls
+$24.3M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
151
Asset Management One
Japan
$29.8M -$1.24M -13,185 -4%
Osaic Holdings
152
Osaic Holdings
Arizona
$29.7M +$807K +8,586 +3%
UCFA
153
United Capital Financial Advisors
Texas
$29.4M +$456K +4,846 +2%
ZIM
154
Zacks Investment Management
Illinois
$29.3M +$1.36M +14,490 +5%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$28.7M +$1.87M +19,929 +7%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$28.7M +$1.98M +21,107 +8%
MAM
157
Madison Asset Management
Wisconsin
$28.7M -$14.4M -153,559 -34%
TBC
158
Tweedy, Browne Co
Connecticut
$28.4M -$21.9M -232,605 -44%
MNG
159
Manning & Napier Group
New York
$28.4M +$1.56M +16,551 +6%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$28.1M -$10.6K -113 -0%
GLA
161
Great Lakes Advisors
Illinois
$28M +$939K +9,990 +4%
AHB
162
Abner Herrman & Brock
New Jersey
$27.2M +$2.3M +24,508 +9%
PFM
163
Parsec Financial Management
North Carolina
$26.8M -$997K -10,604 -4%
CAI
164
Capital Advisors Inc
Oklahoma
$26.6M -$2.44M -25,979 -9%
AWM
165
Absher Wealth Management
North Carolina
$26.1M +$115K +1,228 +0.5%
BAM
166
Berkshire Asset Management
Pennsylvania
$26.1M +$1.82M +19,304 +8%
CDH
167
Charles D. Hyman
$25.7M -$323K -3,435 -1%
PFPT
168
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.4M +$863K +9,175 +4%
PWA
169
Pinnacle Wealth Advisors
Tennessee
$25.4M +$24.8M +264,187 New
SFI
170
Susquehanna Fundamental Investments
Pennsylvania
$25.4M -$846K -9,000 -3%
AA
171
ALPS Advisors
Colorado
$25.3M +$773K +8,216 +3%
MTC
172
McDaniel Terry & Co
Texas
$25.1M +$68.7K +731 +0.3%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$25M -$93.1K -990 -0.4%
JAM
174
Jupiter Asset Management
United Kingdom
$24.9M -$35.8M -380,793 -60%
Squarepoint
175
Squarepoint
New York
$24.7M +$18.8M +200,187 +357%

EMR Hedge Fund Activity: Q2 2021 in Review

1,697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2021, worth a combined $42.4B — up 6.3% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new EMR positions and 82 closed out — a net gain of 36 holders — while 644 added to existing stakes and 602 trimmed.

The largest buyer was Capital World Investors, adding an estimated $424M. The largest seller was Longview Partners, exiting entirely with an estimated $692M sold.

  • 1,697 institutional investors held Emerson Electric (EMR) as of Q2 2021, up from 1,685 in Q1 2021.
  • Funds reported $42.4B of Emerson Electric stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 118 funds opened new Emerson Electric positions in Q2 2021 and 82 closed out, a net change of +36 holders.
  • The largest Emerson Electric buyer in Q2 2021 was Capital World Investors, an estimated $424M added.
  • The largest Emerson Electric seller in Q2 2021 was Longview Partners, an estimated $692M sold.

Based on aggregated 13F filings for Q2 2021.