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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
PIA
301
Piedmont Investment Advisors
North Carolina
$6.64M -$3.19M -44,862 -32%
EIM
302
ExxonMobil Investment Management
Texas
$6.64M -$346K -4,865 -5%
BC
303
Burney Company
Virginia
$6.64M -$264K -3,706 -4%
SCM
304
Sterling Capital Management
North Carolina
$6.61M -$31K -435 -0.4%
DLCIG
305
D.L. Carlson Investment Group
New Hampshire
$6.59M +$657K +9,223 +11%
NC
306
Nicholas Company
Wisconsin
$6.57M +$3.1M +43,595 +83%
RB
307
Rodgers Brothers
Pennsylvania
$6.57M -$29.6K -416 -0.4%
DnB Asset Management
308
DnB Asset Management
Norway
$6.56M +$812K +11,400 +13%
KCM
309
Kanawha Capital Management
Virginia
$6.47M -$117K -1,644 -2%
FIB
310
First Interstate Bank
Montana
$6.46M -$238K -3,347 -3%
IP
311
Interval Partners
New York
$6.46M -$2.71M -37,992 -29%
BFM
312
Boston Financial Management
Massachusetts
$6.44M -$312K -4,385 -4%
MCM
313
Monarch Capital Management
Indiana
$6.42M -$91.5K -1,285 -1%
CWM
314
CIBC World Markets
New York
$6.39M -$2.58M -36,234 -28%
Natixis Advisors
315
Natixis Advisors
Massachusetts
$6.34M -$547K -7,689 -8%
MA
316
MUFG Americas
New York
$6.3M -$284K -3,995 -4%
BCM
317
Birmingham Capital Management
Alabama
$6.28M -$545K -7,650 -8%
MWAC
318
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.27M +$131K +1,835 +2%
SRC
319
Stone Run Capital
New York
$6.12M -$1.18M -16,600 -16%
IR
320
IAT Reinsurance
New York
$6.08M
PSUF
321
People's United Financial
Connecticut
$6.07M +$1.88M +26,350 +42%
MSA
322
Mason Street Advisors
Wisconsin
$6.04M -$68.9K -968 -1%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$6.03M -$629K -8,833 -9%
BAM
324
Bruderman Asset Management
New York
$6.01M -$159K -2,240 -2%
GSBTD
325
Glenview State Bank Trust Department
Illinois
$5.98M +$182K +2,550 +3%

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.