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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.87B +$33.2M +352,930 +0.7%
BlackRock
2
BlackRock
New York
$3.69B -$176M -1,875,883 -5%
State Street
3
State Street
Massachusetts
$2.58B -$12.5M -132,553 -0.5%
Capital World Investors
4
Capital World Investors
California
$2.37B +$424M +4,511,825 +22%
Bank of America
5
Bank of America
North Carolina
$1.79B +$36.6M +389,424 +2%
Wells Fargo
6
Wells Fargo
California
$1B -$12M -127,322 -1%
American Century Companies
7
American Century Companies
Missouri
$948M -$95.8M -1,018,609 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$903M +$28.8M +306,431 +3%
Invesco
9
Invesco
Georgia
$893M -$20.4M -217,067 -2%
Morgan Stanley
10
Morgan Stanley
New York
$850M -$17.8M -189,804 -2%
Northern Trust
11
Northern Trust
Illinois
$802M -$11.9M -126,535 -1%
Charles Schwab
12
Charles Schwab
California
$772M +$75.8M +806,296 +11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$734M -$12.5M -133,163 -2%
DZ Bank
14
DZ Bank
Germany
$663M +$193M +2,051,984 +42%
Norges Bank
15
Norges Bank
Norway
$536M -$6.61M -70,274 -1%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$517M
Legal & General Group
17
Legal & General Group
United Kingdom
$447M +$10.9M +115,481 +3%
Stifel Financial
18
Stifel Financial
Missouri
$427M +$3.8M +40,426 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$372M +$17.2M +182,939 +5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$358M -$19.1M -203,591 -5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$302M -$4.09M -43,447 -1%
UBS AM
22
UBS AM
Illinois
$282M -$18.9M -200,623 -6%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$281M +$1.04M +11,085 +0.4%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$266M +$38.8M +412,478 +18%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$262M +$988K +10,504 +0.4%

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.