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Emerson Electric

1,373 hedge funds and large institutions have $31B invested in Emerson Electric in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 467 increasing their positions, 540 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 68

67% more funds holding in top 10

Funds holding in top 10: 1525 (+10)

36% more call options, than puts

Call options by funds: $238M | Put options by funds: $175M

10% more capital invested

Capital invested by funds: $28.1B → $31B (+$2.88B)

8% more funds holding

Funds holding: 1,2741,373 (+99)

0.08% less ownership

Funds ownership: 69.86%69.78% (-0.08%)

14% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 540

Holders
1,373
Holders Change
+99
Holders Change %
+7.77%
% of All Funds
31.14%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.57%
New
177
Increased
467
Reduced
540
Closed
68
Calls
$238M
Puts
$175M
Net Calls
+$62.9M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
26
Jensen Investment Management
Oregon
$196M +$582K +8,986 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$195M -$8.95M -138,182 -5%
EIP
28
Epoch Investment Partners
New York
$193M -$3.6M -55,529 -2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$184M -$3.13M -48,336 -2%
UBS AM
30
UBS AM
Illinois
$168M -$1.64M -25,343 -1%
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$167M +$104M +1,608,097 +204%
Swiss National Bank
32
Swiss National Bank
Switzerland
$164M -$985K -15,200 -0.6%
EVM
33
Eaton Vance Management
Massachusetts
$158M +$264K +4,071 +0.2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$152M +$434K +6,700 +0.3%
Deutsche Bank
35
Deutsche Bank
Germany
$149M -$7.21M -111,238 -5%
PPA
36
Parametric Portfolio Associates
Washington
$145M +$4.85M +74,788 +4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$137M +$11.4M +175,678 +10%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$135M +$7.53M +116,255 +6%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$130M -$34.9M -538,533 -22%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$130M +$1.75M +26,984 +1%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$128M -$1.06M -16,429 -0.9%
TCIM
42
TIAA CREF Investment Management
New York
$125M +$35.9M +554,110 +45%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$119M +$32M +494,429 +41%
Stifel Financial
44
Stifel Financial
Missouri
$113M +$3.88M +59,896 +4%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$108M -$6.02M -92,824 -6%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$102M +$11.2M +173,303 +13%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$97M -$1.36M -21,003 -1%
Franklin Resources
48
Franklin Resources
California
$95.5M +$289K +4,461 +0.3%
BIP
49
Brandes Investment Partners
California
$92.8M -$3.3M -50,948 -4%
JP Morgan Chase
50
JP Morgan Chase
New York
$92.5M -$28M -432,246 -25%

EMR Hedge Fund Activity: Q4 2017 in Review

1,373 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2017, worth a combined $31B — up 10% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new EMR positions and 68 closed out — a net gain of 109 holders — while 467 added to existing stakes and 540 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $198M. The largest seller was American International Group, cutting an estimated $553M.

  • 1,373 institutional investors held Emerson Electric (EMR) as of Q4 2017, up from 1,274 in Q3 2017.
  • Funds reported $31B of Emerson Electric stock for Q4 2017, up 10% quarter-over-quarter.
  • 177 funds opened new Emerson Electric positions in Q4 2017 and 68 closed out, a net change of +109 holders.
  • The largest Emerson Electric buyer in Q4 2017 was Citadel Advisors, an estimated $198M added.
  • The largest Emerson Electric seller in Q4 2017 was American International Group, an estimated $553M sold.

Based on aggregated 13F filings for Q4 2017.