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Emerson Electric

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: 2325 (+2)

0.34% more ownership

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

0% more funds holding

Funds holding: 1,4161,417 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
N
576
Nuveen
North Carolina
$2.12M -$2.8K -38 -0.1%
BA
577
Baugh & Associates
Georgia
$2.12M +$40.9K +555 +2%
LPIC
578
LeJeune Puetz Investment Counsel
Michigan
$2.12M +$7.38K +100 +0.4%
AIP
579
Ameritas Investment Partners
Nebraska
$2.11M -$24.2K -328 -1%
LIM
580
Loudon Investment Management
New Hampshire
$2.11M -$778K -10,553 -28%
AFM
581
Abbot Financial Management
Massachusetts
$2.11M -$22.1K -300 -1%
SB
582
Simmons Bank
Arkansas
$2.1M +$8.63K +117 +0.4%
CIP
583
Convergence Investment Partners
Florida
$2.1M +$2.03M +27,463 New
AIL
584
AGF Investments LLC
Ontario, Canada
$2.1M +$2.02M +27,417 New
Millennium Management
585
Millennium Management
New York
$2.09M -$83.3M -1,129,359 -98%
SC
586
Schulhoff & Co
Ohio
$2.06M +$37.1K +503 +2%
HVIA
587
Hudson Valley Investment Advisors
New York
$2.06M -$24.8K -336 -1%
KRS
588
Kentucky Retirement Systems
Kentucky
$2.05M +$811 +11 +0%
BWM
589
BerganKDV Wealth Management
Minnesota
$2.05M +$3.69K +50 +0.2%
WOC
590
West Oak Capital
California
$2.05M +$6.27K +85 +0.3%
CC
591
Cannell & Co
New York
$2.04M -$51.6K -700 -3%
CCA
592
Cobblestone Capital Advisors
New York
$2.04M -$40.9K -554 -2%
AMIM
593
Aull & Monroe Investment Management
Alabama
$2.03M +$24K +325 +1%
NIM
594
Northeast Investment Management
Massachusetts
$2.02M -$13.6K -184 -0.7%
DMC
595
Drexel Morgan & Co
Pennsylvania
$2.02M +$8.71K +118 +0.4%
BSW
596
Buckingham Strategic Wealth
Missouri
$2.01M -$218K -2,959 -10%
IMOV
597
Investment Management of Virginia
Virginia
$2.01M -$10.8K -147 -0.6%
SCM
598
Stonebridge Capital Management
California
$1.98M -$3.69K -50 -0.2%
HK
599
Horizon Kinetics
New York
$1.97M -$38.5K -522 -2%
ECM
600
EagleClaw Capital Management
Massachusetts
$1.97M +$73.8K +1,000 +4%

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.