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Emerson Electric
EMR

1,417 hedge funds and large institutions have $34.5B invested in Emerson Electric in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 477 increasing their positions, 584 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $240M | Put options by funds: $184M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

12% more capital invested

Capital invested by funds: $30.9B → $34.5B (+$3.6B)

9% more funds holding in top 10

Funds holding in top 10: 23 → 25 (+2)

0.34% more ownership

Funds ownership: 71.41% → 71.74% (+0.34%)

0% more funds holding

Funds holding: 1,416 → 1,417 (+1)

18% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 584

Holders
1,417
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
32.39%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.57%
New
82
Increased
477
Reduced
584
Closed
70
Calls
$240M
Puts
$184M
Net Calls
+$56.2M
Net Calls Change
-$23.2M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$148M
2
State Street
State Street
Massachusetts
+$110M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$89.6M
4
AAMU
Amundi Asset Management US
Massachusetts
+$86.6M
5
Capital World Investors
Capital World Investors
California
+$73.8M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$152M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$99M
3
Millennium Management
Millennium Management
New York
-$83.3M
4
American Century Companies
American Century Companies
Missouri
-$75.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$73.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
26
Jensen Investment Management
Oregon
$208M -$83.4K -1,130 -0%
APG Asset Management
27
APG Asset Management
Netherlands
$206M +$3.5M +47,400 +2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$205M -$73.8M -1,000,000 -27%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$194M -$2.4M -32,524 -1%
PPA
30
Parametric Portfolio Associates
Washington
$183M +$5.53M +74,946 +3%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$181M -$56.1M -760,972 -24%
Deutsche Bank
32
Deutsche Bank
Germany
$178M +$23.8M +322,725 +16%
EVM
33
Eaton Vance Management
Massachusetts
$177M +$1.36M +18,500 +0.8%
UBS AM
34
UBS AM
Illinois
$176M -$4.91M -66,522 -3%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$173M +$11.9M +161,738 +8%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$160M -$34.5M -467,689 -18%
Swiss National Bank
37
Swiss National Bank
Switzerland
$154M -$6.57M -89,000 -4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$154M +$1.65M +22,323 +1%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$154M -$1.77M -24,000 -1%
PI
40
Putnam Investments
Massachusetts
$148M +$2.82M +38,267 +2%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$141M +$695K +9,422 +0.5%
EIP
42
Epoch Investment Partners
New York
$140M -$8.17M -110,743 -6%
Jennison Associates
43
Jennison Associates
New York
$136M -$7.18M -97,372 -5%
Citadel Advisors
44
Citadel Advisors
Florida
$133M -$24.5M -332,311 -16%
CB
45
Commerce Bank
Missouri
$131M +$327K +4,426 +0.3%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$130M -$13.4M -181,720 -10%
TCIM
47
TIAA CREF Investment Management
New York
$125M -$7.57M -102,630 -6%
Stifel Financial
48
Stifel Financial
Missouri
$123M -$130K -1,763 -0.1%
UBS Group
49
UBS Group
Switzerland
$121M +$29.1M +394,026 +33%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$113M +$8.16M +110,669 +8%
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EMR Hedge Fund Activity: Q3 2018 in Review

1,417 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2018, worth a combined $34.5B — up 12% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EMR positions and 70 closed out — a net gain of 12 holders — while 477 added to existing stakes and 584 trimmed.

The largest buyer was Ameriprise, adding an estimated $148M. The largest seller was Adage Capital Partners, cutting an estimated $152M.

  • 1,417 institutional investors held Emerson Electric (EMR) as of Q3 2018, up from 1,416 in Q2 2018.
  • Funds reported $34.5B of Emerson Electric stock for Q3 2018, up 12% quarter-over-quarter.
  • 82 funds opened new Emerson Electric positions in Q3 2018 and 70 closed out, a net change of +12 holders.
  • The largest Emerson Electric buyer in Q3 2018 was Ameriprise, an estimated $148M added.
  • The largest Emerson Electric seller in Q3 2018 was Adage Capital Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.