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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
WAM
501
Wolverine Asset Management
Illinois
$2.87M +$2.99M +42,000 New
DIP
502
DT Investment Partners
Pennsylvania
$2.85M +$184K +2,579 +7%
TAM
503
Troy Asset Management
United Kingdom
$2.83M
RCYC
504
Richard C. Young & Co
Rhode Island
$2.83M +$157K +2,200 +6%
CHC
505
City Holding Co
West Virginia
$2.79M -$30.5K -428 -1%
SWM
506
SVA Wealth Management
Wisconsin
$2.79M +$38.9K +546 +1%
FNT
507
First National Trust
Pennsylvania
$2.77M -$278K -3,902 -9%
GC
508
Gratus Capital
Georgia
$2.77M +$85.4K +1,200 +3%
Bessemer Group
509
Bessemer Group
New Jersey
$2.76M +$125K +1,753 +5%
JC
510
Jacobs & Co
California
$2.76M +$19.7K +276 +0.7%
FMBTD
511
First Midwest Bank Trust Division
Illinois
$2.75M -$256K -3,592 -8%
BCAM
512
Boston Common Asset Management
Massachusetts
$2.73M -$20.8K -292 -0.7%
CB
513
Community Bank
New York
$2.72M -$16.8K -236 -0.6%
SRC
514
Shufro Rose & Co
New York
$2.72M -$38.6K -542 -1%
RMDI
515
R.M. Davis Inc
Maine
$2.71M -$148K -2,080 -5%
WWM
516
Willingdon Wealth Management
North Carolina
$2.71M +$952K +13,369 +51%
LD
517
Lipe & Dalton
New York
$2.69M -$160K -2,250 -5%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$2.68M +$425K +5,967 +18%
CC
519
Colrain Capital
Massachusetts
$2.68M -$779K -10,935 -22%
LSERS
520
Louisiana State Employees Retirement System
Louisiana
$2.65M -$7.12K -100 -0.3%
RG
521
Rathbones Group
United Kingdom
$2.65M
PCM
522
Parsons Capital Management
Rhode Island
$2.64M -$167K -2,340 -6%
N
523
Natixis
France
$2.64M +$1.59M +22,380 +136%
BOIA
524
Bush ODonnell Investment Advisors
Missouri
$2.63M -$1.35M -18,990 -33%
WGCA
525
Wolf Group Capital Advisors
Virginia
$2.63M -$280K -3,935 -9%

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.