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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
COPPSERS
426
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.88M -$42.9K -603 -1%
SBH
427
Segall Bryant & Hamill
Illinois
$3.88M -$24.9K -350 -0.6%
WTC
428
WhitTier Trust Company
Nevada
$3.87M -$239K -3,356 -6%
FA
429
FDx Advisors
Illinois
$3.84M -$465K -6,529 -10%
Balyasny Asset Management
430
Balyasny Asset Management
Illinois
$3.81M -$49M -688,811 -93%
RA
431
Royce & Associates
New York
$3.79M -$783K -11,000 -17%
NEAM
432
New England Asset Management
Connecticut
$3.74M +$328K +4,600 +9%
VST
433
Van Strum & Towne
California
$3.73M -$60.5K -850 -2%
WIC
434
Woodmont Investment Counsel
Tennessee
$3.73M -$282K -3,954 -7%
WP
435
WealthPLAN Partners
Nebraska
$3.71M +$757K +10,627 +24%
RBA
436
Richard Bernstein Advisors
New York
$3.71M +$3.43M +48,224 +785%
Allianz Asset Management
437
Allianz Asset Management
Germany
$3.71M +$2.38M +33,356 +159%
CS
438
Comerica Securities
Michigan
$3.69M -$69K -969 -2%
CCM
439
Condor Capital Management
New Jersey
$3.68M
RFM
440
Royal Fund Management
Florida
$3.66M +$156K +2,193 +4%
VIA
441
Vantage Investment Advisors
Pennsylvania
$3.65M +$2.83M +39,779 +290%
MME
442
Meag Munich Ergo
Germany
$3.63M +$1.67M +23,483 +77%
SIG
443
Sky Investment Group
Connecticut
$3.6M -$7.83K -110 -0.2%
CA
444
Commerzbank Aktiengesellschaft
Germany
$3.6M +$231K +3,246 +7%
UFF
445
USA Financial Formulas
Michigan
$3.57M +$3.72M +52,225 New
FGP
446
Foyston, Gordon, & Payne
Ontario, Canada
$3.55M -$280K -3,928 -7%
EWM
447
Evercore Wealth Management
New York
$3.52M -$19.6K -275 -0.5%
SFWA
448
Summit Financial Wealth Advisors
Louisiana
$3.5M +$631K +8,861 +21%
IFAM
449
Institutional & Family Asset Management
Colorado
$3.47M -$1.35M -18,892 -27%
FAT
450
First American Trust
California
$3.45M +$3.6M +50,518 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.