We are live on ! Find out more
EMR icon

Emerson Electric

1,274 hedge funds and large institutions have $28.1B invested in Emerson Electric in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 422 increasing their positions, 555 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $177M | Put options by funds: $89.9M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $26.9B → $28.1B (+$1.21B)

1% more funds holding

Funds holding: 1,2621,274 (+12)

0.13% less ownership

Funds ownership: 69.99%69.86% (-0.13%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 555

Holders
1,274
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
31.76%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
72
Increased
422
Reduced
555
Closed
51
Calls
$177M
Puts
$89.9M
Net Calls
+$87.3M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Choate Investment Advisors
Massachusetts
$1.31M -$18.2K -301 -1%
PP
652
Patten & Patten
Tennessee
$1.31M -$53.1K -881 -4%
NME
653
Notis-McConarty Edward
$1.3M -$37.7K -625 -3%
PVWM
654
Point View Wealth Management
New Jersey
$1.3M +$109K +1,799 +9%
1IA
655
1834 Investment Advisors
Wisconsin
$1.29M -$25.2K -418 -2%
NGA
656
Naples Global Advisors
Florida
$1.28M -$1.51K -25 -0.1%
W
657
Wealthfront
California
$1.28M +$16.5K +273 +1%
CIC
658
Crawford Investment Counsel
Georgia
$1.27M -$34.8K -577 -3%
CCT
659
Country Club Trust
Missouri
$1.26M +$169K +2,800 +16%
FC
660
Ferris Capital
Massachusetts
$1.24M +$1.15K +19 +0.1%
TSWM
661
Triangle Securities Wealth Management
North Carolina
$1.24M +$13.9K +230 +1%
RI
662
Ridgewood Investments
New Jersey
$1.23M +$36.2K +600 +3%
SWM
663
Stockman Wealth Management
Montana
$1.22M +$163K +2,697 +16%
SIAP
664
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.22M
SIC
665
Schwartz Investment Counsel
Michigan
$1.21M -$11.8M -195,250 -91%
GT
666
Glenview Trust
Kentucky
$1.21M -$6.03K -100 -0.5%
First Manhattan
667
First Manhattan
New York
$1.21M -$101K -1,667 -8%
KFA
668
Kays Financial Advisory
Georgia
$1.2M +$51.2K +849 +5%
PTC
669
Philadelphia Trust Company
Pennsylvania
$1.19M +$4.22K +70 +0.4%
RWA
670
Ropes Wealth Advisors
Massachusetts
$1.18M -$110K -1,830 -9%
PFC
671
Poplar Forest Capital
California
$1.18M -$8.44K -140 -0.7%
NERM
672
New England Research & Management
Illinois
$1.17M +$16.6K +275 +1%
STMM
673
South Texas Money Management
Texas
$1.17M +$13.4K +222 +1%
NSAM
674
North Star Asset Management
Wisconsin
$1.16M -$249K -4,135 -18%
B
675
Barings
North Carolina
$1.16M -$706K -11,700 -39%

EMR Hedge Fund Activity: Q3 2017 in Review

1,274 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2017, worth a combined $28.1B — up 4.5% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EMR positions and 51 closed out — a net gain of 21 holders — while 422 added to existing stakes and 555 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $109M. The largest seller was Panagora Asset Management, cutting an estimated $93.5M.

  • 1,274 institutional investors held Emerson Electric (EMR) as of Q3 2017, up from 1,262 in Q2 2017.
  • Funds reported $28.1B of Emerson Electric stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 72 funds opened new Emerson Electric positions in Q3 2017 and 51 closed out, a net change of +21 holders.
  • The largest Emerson Electric buyer in Q3 2017 was Adage Capital Partners, an estimated $109M added.
  • The largest Emerson Electric seller in Q3 2017 was Panagora Asset Management, an estimated $93.5M sold.

Based on aggregated 13F filings for Q3 2017.