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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
HCM
626
Hall Capital Management
Rhode Island
$1.69M -$101K -1,415 -5%
PPSG
627
Princeton Portfolio Strategies Group
New Jersey
$1.68M -$420K -5,899 -19%
1WA
628
180 Wealth Advisors
Washington
$1.67M +$319K +4,480 +22%
AAM
629
Autus Asset Management
Arizona
$1.67M -$54.5K -765 -3%
MAA
630
Mraz Amerine & Associates
California
$1.67M -$7.97K -112 -0.5%
NIS
631
National Investment Services
Wisconsin
$1.65M +$1.72M +24,167 New
AWM
632
Altavista Wealth Management
North Carolina
$1.65M +$42.9K +603 +3%
HWA
633
HCR Wealth Advisors
California
$1.65M +$25K +351 +1%
BOH
634
Bank of Hawaii
Hawaii
$1.64M -$131K -1,845 -7%
SIC
635
Shoker Investment Counsel
Ohio
$1.64M +$15.4K +216 +0.9%
NB
636
NBT Bank
New York
$1.64M -$24K -337 -1%
FNBTCON
637
First National Bank & Trust Co of Newtown
Pennsylvania
$1.62M -$4.27K -60 -0.3%
SL
638
Summitry LLC
California
$1.62M -$51.2K -719 -3%
TF
639
TIAA FSB
Florida
$1.61M +$17.4K +244 +1%
CCG
640
Cypress Capital Group
Florida
$1.61M +$50.9K +715 +3%
FMC
641
First Merchants Corp
Indiana
$1.61M -$244K -3,425 -13%
ST
642
Somerset Trust
Pennsylvania
$1.61M +$3.13K +44 +0.2%
ECM
643
Exchange Capital Management
Michigan
$1.6M +$1.67M +23,465 New
LMAM
644
Legg Mason Asset Management
Japan
$1.6M -$577K -8,100 -26%
CI
645
Cigna Investments
Connecticut
$1.59M -$21.4K -300 -1%
CWM
646
Concentric Wealth Management
California
$1.59M +$29.9K +420 +2%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$1.59M +$110K +1,550 +7%
GH
648
GAM Holding
Switzerland
$1.58M -$2.04M -28,597 -55%
LJHT
649
Laurie J. Hall Trustee
$1.58M -$115K -1,610 -6%
MAM
650
Meeder Asset Management
Ohio
$1.58M +$813K +11,413 +97%

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.