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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
LIM
526
Loudon Investment Management
New Hampshire
$2.63M -$22.4K -315 -0.8%
RAM
527
Roanoke Asset Management
New Jersey
$2.62M +$423K +5,940 +18%
PP
528
Paloma Partners
Connecticut
$2.62M +$1.92M +26,995 +239%
CAM
529
Carret Asset Management
New York
$2.61M -$49.8K -700 -2%
VFM
530
Viking Fund Management
North Dakota
$2.6M -$142K -2,000 -5%
HDIM
531
Hanson & Doremus Investment Management
Vermont
$2.51M +$534K +7,501 +26%
SPIA
532
Steward Partners Investment Advisory
New York
$2.49M +$107K +1,509 +4%
Hudson Bay Capital Management
533
Hudson Bay Capital Management
Connecticut
$2.49M +$2.59M +36,400 New
MERSOM
534
Municipal Employees' Retirement System of Michigan
Michigan
$2.48M
DC
535
Davenport & Co
Virginia
$2.46M -$350K -4,921 -12%
PS
536
Pensionfund Sabic
Netherlands
$2.45M +$157K +2,200 +7%
Public Sector Pension Investment Board (PSP Investments)
537
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.45M -$2.51M -35,300 -50%
EHC
538
Everett Harris & Co
California
$2.43M +$30.3K +425 +1%
OWD
539
Osborn Williams & Donohoe
Ohio
$2.42M -$34.3K -482 -1%
LAIC
540
Lederer & Associates Investment Counsel
California
$2.42M -$104K -1,455 -4%
Mariner
541
Mariner
Kansas
$2.41M +$60.7K +852 +2%
CTA
542
Chesley Taft & Associates
Illinois
$2.39M -$64.2K -902 -3%
CT
543
Coastline Trust
Rhode Island
$2.39M -$90.4K -1,270 -4%
V
544
Veritable
Delaware
$2.38M +$36.8K +517 +2%
VWM
545
Valley Wealth Managers
New Jersey
$2.38M -$61.2K -860 -2%
BHIA
546
Birch Hill Investment Advisors
Massachusetts
$2.37M +$41.7K +585 +2%
NMIFOAC
547
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.37M
MHIM
548
MacNealy Hoover Investment Management
Ohio
$2.35M -$5.2K -73 -0.2%
BOCM
549
Bontempo Ohly Capital Management
Maryland
$2.33M -$45.5K -639 -2%
BA
550
BKS Advisors
Michigan
$2.33M +$4.49K +63 +0.2%

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.