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Emerson Electric
EMR

1,407 hedge funds and large institutions have $26.2B invested in Emerson Electric in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 435 increasing their positions, 608 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $180M | Put options by funds: $118M

2% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 132

0.09% less ownership

Funds ownership: 71.74% → 71.65% (-0.09%)

1% less funds holding

Funds holding: 1,416 → 1,407 (-9)

24% less capital invested

Capital invested by funds: $34.5B → $26.2B (-$8.31B)

28% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 608

72% less funds holding in top 10

Funds holding in top 10: 25 → 7 (-18)

Holders
1,407
Holders Change
-9
Holders Change %
-0.64%
% of All Funds
31.35%
Holding in Top 10
7
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-72%
% of All Funds
0.16%
New
135
Increased
435
Reduced
608
Closed
132
Calls
$180M
Puts
$118M
Net Calls
+$62.7M
Net Calls Change
+$6.5M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
2
Deutsche Bank
Deutsche Bank
Germany
+$209M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$165M
4
Renaissance Technologies
Renaissance Technologies
New York
+$160M
5
BlackRock
BlackRock
New York
+$159M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$586M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$135M
4
American Century Companies
American Century Companies
Missouri
-$116M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$93M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$171M -$2.71M -40,250 -1%
JIM
27
Jensen Investment Management
Oregon
$161M -$985K -14,600 -0.5%
UBS AM
28
UBS AM
Illinois
$160M +$25.6M +379,054 +16%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$154M +$40.4M +599,564 +30%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$150M -$1.66M -24,561 -1%
Two Sigma Investments
31
Two Sigma Investments
New York
$145M +$135M +1,999,514 +477%
Renaissance Technologies
32
Renaissance Technologies
New York
$141M +$160M +2,367,200 New
EVM
33
Eaton Vance Management
Massachusetts
$138M -$284K -4,214 -0.2%
PPA
34
Parametric Portfolio Associates
Washington
$135M -$8.81M -130,575 -5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$124M -$12M -178,619 -8%
Swiss National Bank
36
Swiss National Bank
Switzerland
$122M +$2.13M +31,600 +2%
PI
37
Putnam Investments
Massachusetts
$120M +$4.18M +61,937 +3%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$119M -$663K -9,825 -0.5%
Luther King Capital Management (LKCM)
39
Luther King Capital Management (LKCM)
Texas
$116M +$31.3M +463,989 +31%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$114M +$4.38M +64,900 +4%
American Century Companies
41
American Century Companies
Missouri
$110M -$116M -1,717,347 -48%
Stifel Financial
42
Stifel Financial
Missouri
$106M +$10.7M +159,284 +10%
CB
43
Commerce Bank
Missouri
$104M +$2.19M +32,489 +2%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$104M +$117M +1,728,900 +27,014%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$98.5M +$15.5M +229,962 +16%
EIP
46
Epoch Investment Partners
New York
$98.2M -$12.8M -189,221 -10%
TCIM
47
TIAA CREF Investment Management
New York
$92M -$5.79M -85,789 -5%
Franklin Resources
48
Franklin Resources
California
$83.6M +$490K +7,260 +0.5%
Jennison Associates
49
Jennison Associates
New York
$83.3M -$25.6M -379,108 -21%
PP
50
Prudential plc
United Kingdom
$83.1M -$324K -4,800 -0.3%
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EMR Hedge Fund Activity: Q4 2018 in Review

1,407 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2018, worth a combined $26.2B — down 24% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new EMR positions and 132 closed out — a net gain of 3 holders — while 435 added to existing stakes and 608 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $214M. The largest seller was Bank of America, cutting an estimated $586M.

  • 1,407 institutional investors held Emerson Electric (EMR) as of Q4 2018, down from 1,416 in Q3 2018.
  • Funds reported $26.2B of Emerson Electric stock for Q4 2018, down 24% quarter-over-quarter.
  • 135 funds opened new Emerson Electric positions in Q4 2018 and 132 closed out, a net change of +3 holders.
  • The largest Emerson Electric buyer in Q4 2018 was Fidelity Investments, an estimated $214M added.
  • The largest Emerson Electric seller in Q4 2018 was Bank of America, an estimated $586M sold.

Based on aggregated 13F filings for Q4 2018.