Emerson Electric
1,797 hedge funds and large institutions have $40.4B invested in Emerson Electric in 2021 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 659 increasing their positions, 599 reducing their positions, and 89 closing their positions.
151% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 89
14% more call options, than puts
Call options by funds: $273M | Put options by funds: $240M
10% more repeat investments, than reductions
Existing positions increased: 659 | Existing positions reduced: 599
7% more funds holding
Funds holding: 1,687 → 1,797 (+110)
0.32% less ownership
Funds ownership: 73.6% → 73.28% (-0.32%)
2% less capital invested
Capital invested by funds: $41.4B → $40.4B (-$951M)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$162M |
| 2 |
Millennium Management
New York
|
+$160M |
| 3 |
Two Sigma Advisers
New York
|
+$155M |
| 4 |
Renaissance Technologies
New York
|
+$152M |
| 5 |
D.E. Shaw & Co
New York
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.29B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$260M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$157M |
| 4 |
BlackRock
New York
|
-$139M |
| 5 |
Morgan Stanley
New York
|
-$107M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
1876
Macroview Investment Management
Bethesda,
Maryland
| – | -$9K | -96 | Closed |
|
|
RA
1877
Resolute Advisors
San Francisco,
California
| – | -$9K | -95 | Closed |
|
|
AS
1878
Altshuler Shaham
Tel Aviv,
Israel
| – | -$7K | -76 | Closed |
|
|
IWA
1879
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$7K | -74 | Closed |
|
|
CPC
1880
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$7K | -70 | Closed |
|
|
APWA
1881
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$5K | -49 | Closed |
|
1882
Twin Tree Management
Dallas,
Texas
| – | -$2.26K | -24 | -92% |
|
|
WWM
1883
Wolff Wiese Magana
Carslbad,
California
| – | -$2K | -22 | Closed |
|
|
CAC
1884
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$1K | -15 | Closed |
|
|
LF
1885
Lee Financial
Dallas,
Texas
| – | +$471 | +5 | New |
|
EMR Hedge Fund Activity: Q4 2021 in Review
1,797 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2021, worth a combined $40.4B — down 2.3% from $41.4B a quarter earlier.
Buyers outnumbered sellers: 223 funds opened new EMR positions and 89 closed out — a net gain of 134 holders — while 659 added to existing stakes and 599 trimmed.
The largest buyer was Ameriprise, adding an estimated $162M. The largest seller was Capital World Investors, cutting an estimated $1.29B.
- 1,797 institutional investors held Emerson Electric (EMR) as of Q4 2021, up from 1,687 in Q3 2021.
- Funds reported $40.4B of Emerson Electric stock for Q4 2021, down 2.3% quarter-over-quarter.
- 223 funds opened new Emerson Electric positions in Q4 2021 and 89 closed out, a net change of +134 holders.
- The largest Emerson Electric buyer in Q4 2021 was Ameriprise, an estimated $162M added.
- The largest Emerson Electric seller in Q4 2021 was Capital World Investors, an estimated $1.29B sold.
Based on aggregated 13F filings for Q4 2021.