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Emerson Electric

1,425 hedge funds and large institutions have $30.5B invested in Emerson Electric in 2018 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 413 increasing their positions, 668 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

4% more funds holding

Funds holding: 1,3731,425 (+52)

4% more call options, than puts

Call options by funds: $150M | Put options by funds: $144M

0.73% more ownership

Funds ownership: 69.78%70.51% (+0.73%)

2% less capital invested

Capital invested by funds: $31B → $30.5B (-$492M)

38% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 668

Holders
1,425
Holders Change
+52
Holders Change %
+3.79%
% of All Funds
32.66%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
122
Increased
413
Reduced
668
Closed
59
Calls
$150M
Puts
$144M
Net Calls
+$6.03M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$9.89M +$10.3M +144,834 New
BC
227
Bartlett & Co
Ohio
$9.89M -$1.44M -20,275 -12%
Creative Planning
228
Creative Planning
Kansas
$9.87M +$15K +211 +0.1%
OC
229
Oppenheimer & Co
New York
$9.85M +$5.92M +83,189 +136%
PMG
230
ProVise Management Group
Florida
$9.76M -$212K -2,978 -2%
SIM
231
Sonora Investment Management
Arizona
$9.74M +$365K +5,126 +4%
CCM
232
Chilton Capital Management
Texas
$9.73M +$285K +4,000 +3%
MNG
233
Manning & Napier Group
New York
$9.72M +$1.97M +27,633 +24%
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$9.71M -$2.3M -32,339 -19%
ELC
235
Edgar Lomax Company
Virginia
$9.51M -$33.5M -471,100 -77%
JAM
236
Jupiter Asset Management
United Kingdom
$9.42M -$1.8M -25,213 -15%
TCM
237
Tufton Capital Management
Maryland
$9.4M -$148K -2,080 -1%
SEI Investments
238
SEI Investments
Pennsylvania
$9.38M +$203K +2,858 +2%
MHC
239
Meyer Handelman Company
New York
$9.37M -$25.6K -360 -0.3%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$9.35M -$618K -8,678 -6%
Nordea Investment Management
241
Nordea Investment Management
Sweden
$9.3M +$200K +2,815 +2%
SG
242
Swarthmore Group
Pennsylvania
$9.26M -$276K -3,875 -3%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$9.16M +$694K +9,750 +8%
GLA
244
Great Lakes Advisors
Illinois
$9.13M -$80.8M -1,134,939 -89%
CTC
245
Central Trust Company
Missouri
$9.11M -$203K -2,857 -2%
MSL
246
Mackay Shields LLC
New York
$9.07M +$9.45M +132,741 New
XK
247
Xact Kapitalforvaltning
Sweden
$9.04M -$1.38M -19,331 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
248
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.95M -$5.03M -70,634 -35%
AG
249
Advisor Group
Arizona
$8.93M -$305K -4,278 -3%
Brown Advisory
250
Brown Advisory
Maryland
$8.92M -$680K -9,551 -7%

EMR Hedge Fund Activity: Q1 2018 in Review

1,425 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2018, worth a combined $30.5B — down 1.6% from $31B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new EMR positions and 59 closed out — a net gain of 63 holders — while 413 added to existing stakes and 668 trimmed.

The largest buyer was Vanguard Group, adding an estimated $355M. The largest seller was Invesco, cutting an estimated $164M.

  • 1,425 institutional investors held Emerson Electric (EMR) as of Q1 2018, up from 1,373 in Q4 2017.
  • Funds reported $30.5B of Emerson Electric stock for Q1 2018, down 1.6% quarter-over-quarter.
  • 122 funds opened new Emerson Electric positions in Q1 2018 and 59 closed out, a net change of +63 holders.
  • The largest Emerson Electric buyer in Q1 2018 was Vanguard Group, an estimated $355M added.
  • The largest Emerson Electric seller in Q1 2018 was Invesco, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.