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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
JIM
26
Jensen Investment Management
Oregon
$192M +$887K +12,455 +0.4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$192M +$121M +1,702,459 +154%
UBS AM
28
UBS AM
Illinois
$184M +$19.8M +277,854 +12%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$178M -$2.88M -40,430 -2%
APG Asset Management
30
APG Asset Management
Netherlands
$174M -$56.3M -791,100 -20%
Deutsche Bank
31
Deutsche Bank
Germany
$167M +$22.1M +310,295 +15%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$165M +$1.01M +14,230 +0.6%
EIP
33
Epoch Investment Partners
New York
$162M -$28M -393,932 -14%
PPA
34
Parametric Portfolio Associates
Washington
$145M +$2.98M +41,856 +2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$145M -$4.9M -68,800 -3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$141M -$21.4M -300,100 -13%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$138M +$3.32M +46,567 +2%
PAMU
38
Pictet Asset Management (UK)
United Kingdom
$133M +$5.49M +77,053 +4%
TCIM
39
TIAA CREF Investment Management
New York
$128M +$6.13M +86,098 +5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$128M +$1.06M +14,860 +0.8%
PI
41
Putnam Investments
Massachusetts
$125M +$126M +1,771,643 +2,840%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$125M -$359K -5,040 -0.3%
Jennison Associates
43
Jennison Associates
New York
$113M +$118M +1,658,090 New
Stifel Financial
44
Stifel Financial
Missouri
$113M +$1.78M +25,008 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$111M -$82.9M -1,164,651 -42%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$109M -$24.1M -337,946 -17%
JP Morgan Chase
47
JP Morgan Chase
New York
$106M +$15.6M +219,442 +17%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$102M -$4.12M -57,885 -4%
UBS Group
49
UBS Group
Switzerland
$98.6M +$9.81M +137,764 +11%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$96.3M -$21.6M -302,990 -18%

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.