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Emerson Electric

1,415 hedge funds and large institutions have $30.9B invested in Emerson Electric in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 463 increasing their positions, 626 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $264M | Put options by funds: $185M

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$355M)

0.9% more ownership

Funds ownership: 70.51%71.41% (+0.9%)

1% less funds holding

Funds holding: 1,4251,415 (-10)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

26% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 626

Holders
1,415
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.39%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.53%
New
76
Increased
463
Reduced
626
Closed
74
Calls
$264M
Puts
$185M
Net Calls
+$79.4M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Azzad Asset Management
Virginia
$2.82M -$238K -3,381 -8%
WorldQuant Millennium Advisors
502
WorldQuant Millennium Advisors
New York
$2.79M +$2.84M +40,431 New
JC
503
Jacobs & Co
California
$2.79M
RCYC
504
Richard C. Young & Co
Rhode Island
$2.78M -$83.6K -1,190 -3%
SRC
505
Shufro Rose & Co
New York
$2.77M +$18.3K +261 +0.7%
LD
506
Lipe & Dalton
New York
$2.76M +$28.1K +400 +1%
CB
507
Community Bank
New York
$2.75M -$1.41K -20 -0.1%
JWM
508
JGP Wealth Management
Oregon
$2.74M +$2.78M +39,573 New
FNT
509
First National Trust
Pennsylvania
$2.72M -$76.6K -1,090 -3%
GC
510
Gratus Capital
Georgia
$2.68M -$118K -1,683 -4%
RMDI
511
R.M. Davis Inc
Maine
$2.66M -$87.8K -1,250 -3%
CIA
512
Covington Investment Advisors
Pennsylvania
$2.65M +$64.7K +920 +2%
RG
513
Rathbones Group
United Kingdom
$2.64M -$35.1K -500 -1%
PCM
514
Parsons Capital Management
Rhode Island
$2.64M -$29.9K -425 -1%
FGP
515
Foyston, Gordon, & Payne
Ontario, Canada
$2.64M -$970K -13,797 -27%
LIM
516
Loudon Investment Management
New Hampshire
$2.63M -$35.1K -500 -1%
VAM
517
Visionary Asset Management
Texas
$2.59M -$463K -6,587 -15%
BHIA
518
Birch Hill Investment Advisors
Massachusetts
$2.57M +$176K +2,510 +7%
LSERS
519
Louisiana State Employees Retirement System
Louisiana
$2.56M -$119K -1,700 -4%
WGCA
520
Wolf Group Capital Advisors
Virginia
$2.54M -$130K -1,847 -5%
IAA
521
Independent Advisor Alliance
North Carolina
$2.52M +$720K +10,250 +38%
DC
522
Davenport & Co
Virginia
$2.52M +$28.3K +402 +1%
D.E. Shaw & Co
523
D.E. Shaw & Co
New York
$2.52M -$46.2M -657,161 -95%
RAM
524
Roanoke Asset Management
New Jersey
$2.51M -$145K -2,062 -5%
CT
525
Coastline Trust
Rhode Island
$2.51M +$93.5K +1,330 +4%

EMR Hedge Fund Activity: Q2 2018 in Review

1,415 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2018, worth a combined $30.9B — up 1.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EMR positions and 74 closed out — a net gain of 2 holders — while 463 added to existing stakes and 626 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $333M. The largest seller was Eaton Vance Management, cutting an estimated $161M.

  • 1,415 institutional investors held Emerson Electric (EMR) as of Q2 2018, down from 1,425 in Q1 2018.
  • Funds reported $30.9B of Emerson Electric stock for Q2 2018, up 1.2% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q2 2018 and 74 closed out, a net change of +2 holders.
  • The largest Emerson Electric buyer in Q2 2018 was Amundi Asset Management US, an estimated $333M added.
  • The largest Emerson Electric seller in Q2 2018 was Eaton Vance Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2018.