We are live on ! Find out more
EMR icon

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
NWP
626
Northstar Wealth Partners
Connecticut
$1.79M +$68.3K +926 +4%
Bessemer Group
627
Bessemer Group
New Jersey
$1.79M -$639K -8,664 -27%
FNBT
628
FineMark National Bank & Trust
Florida
$1.77M -$83K -1,125 -5%
FNBTCON
629
First National Bank & Trust Co of Newtown
Pennsylvania
$1.77M -$19.9K -270 -1%
CSS
630
Cubist Systematic Strategies
Connecticut
$1.76M -$376K -5,100 -18%
PPSG
631
Princeton Portfolio Strategies Group
New Jersey
$1.76M +$22.2K +301 +1%
Rockefeller Capital Management
632
Rockefeller Capital Management
New York
$1.76M
BIM
633
Bridges Investment Management
Nebraska
$1.74M -$161K -2,179 -9%
WT
634
Washington Trust
Rhode Island
$1.74M -$88.2K -1,196 -5%
CAN
635
Cetera Advisor Networks
California
$1.74M +$9.88K +134 +0.6%
CWM
636
Concentric Wealth Management
California
$1.73M -$40.6K -550 -2%
SLA
637
Silver Lake Advisory
Utah
$1.71M -$3.23M -43,763 -66%
MPAM
638
Murphy Pohlad Asset Management
Minnesota
$1.71M -$33.2K -450 -2%
ARTA
639
A.R.T. Advisors
New York
$1.7M +$1.64M +22,199 New
LJHT
640
Laurie J. Hall Trustee
$1.7M -$14.8K -200 -0.9%
BAM
641
Barrett Asset Management
New York
$1.69M
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.69M -$3.78M -51,182 -70%
CC
643
Courier Capital
New York
$1.68M -$45.4K -616 -3%
MYAM
644
Meiji Yasuda Asset Management
Japan
$1.66M +$414K +5,610 +35%
TCM
645
Twin Capital Management
Pennsylvania
$1.65M +$67.7K +918 +4%
FAIM
646
Financial Advocates Investment Management
Washington
$1.65M -$85.7K -1,162 -5%
NIS
647
National Investment Services
Wisconsin
$1.65M -$190K -2,570 -11%
BA
648
Boston Advisors
Massachusetts
$1.64M -$33.9K -460 -2%
VV
649
Verity & Verity
South Carolina
$1.61M -$101K -1,370 -6%
AWM
650
Altavista Wealth Management
North Carolina
$1.61M -$152K -2,067 -9%

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.