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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
LNB
351
Ledyard National Bank
$5.41M -$97.9K -1,375 -2%
RSVP
352
Ramsay Stattman Vela & Price
Colorado
$5.38M -$22.8K -320 -0.4%
BHC
353
Bowen Hanes & Co
Florida
$5.38M +$225K +3,165 +4%
DIA
354
Dean Investment Associates
Ohio
$5.38M -$243K -3,409 -4%
BHWM
355
Bar Harbor Wealth Management
New Hampshire
$5.38M -$1.71K -24 -0%
CWM
356
Calamos Wealth Management
Illinois
$5.37M +$1.69M +23,671 +43%
CBOA
357
Commonwealth Bank of Australia
Australia
$5.37M -$849K -11,917 -13%
LA
358
Lynch & Associates
Indiana
$5.36M +$78.4K +1,101 +1%
SI
359
Stephens Inc
Arkansas
$5.32M -$351K -4,931 -6%
AI
360
Atria Investments
North Carolina
$5.31M -$302K -4,247 -5%
BG
361
Bollard Group
Massachusetts
$5.31M +$247K +3,466 +5%
SSA
362
Schonfeld Strategic Advisors
New York
$5.29M +$1.85M +25,995 +51%
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$5.28M -$360K -5,059 -6%
TCOV
364
Trust Company of Vermont
Vermont
$5.26M -$203K -2,858 -4%
SPC
365
Salient Private Client
Texas
$5.23M -$32.8K -461 -0.6%
LIA
366
LS Investment Advisors
Michigan
$5.21M -$278K -3,907 -5%
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
$5.21M -$268K -3,761 -5%
CM
368
Columbus Macro
Pennsylvania
$5.19M +$16.9K +238 +0.3%
Envestnet Asset Management
369
Envestnet Asset Management
Illinois
$5.17M -$1.94M -27,191 -26%
DBT
370
Dubuque Bank & Trust
Iowa
$5.16M +$5.27M +73,968 +4,549%
SIM
371
Sprucegrove Investment Management
Ontario, Canada
$5.11M -$655K -9,200 -11%
CIBC World Market
372
CIBC World Market
Ontario, Canada
$5.08M +$5.3M +74,368 New
GIP
373
Greatmark Investment Partners
Georgia
$5.08M -$25.3K -355 -0.5%
CCMINC
374
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.03M -$115K -1,618 -2%
CIP
375
Chartwell Investment Partners
Pennsylvania
$5.03M +$5.24M +73,596 New

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.