We are live on ! Find out more
EMR icon

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
FAIM
651
Financial Advocates Investment Management
Washington
$1.57M +$125K +1,754 +8%
Rockefeller Capital Management
652
Rockefeller Capital Management
New York
$1.57M +$1.64M +22,989 New
MPAM
653
Murphy Pohlad Asset Management
Minnesota
$1.56M -$67.6K -950 -4%
BAM
654
Barrett Asset Management
New York
$1.55M -$15.8K -222 -1%
VV
655
Verity & Verity
South Carolina
$1.55M +$3.56K +50 +0.2%
AT
656
Argent Trust
Texas
$1.54M
FNBT
657
FineMark National Bank & Trust
Florida
$1.54M +$25.1K +353 +2%
TCM
658
Teza Capital Management
Illinois
$1.54M +$319K +4,484 +25%
NWP
659
Northstar Wealth Partners
Connecticut
$1.53M +$81.5K +1,145 +5%
BMO
660
Beck Mack & Oliver
New York
$1.51M -$35.6K -500 -2%
SLA
661
Silver Lake Advisory
Utah
$1.51M +$8.4K +118 +0.5%
FFWA
662
FRG Family Wealth Advisors
Washington
$1.51M +$9.61K +135 +0.6%
BWP
663
Baldwin Wealth Partners
Massachusetts
$1.5M -$12K -169 -0.8%
CC
664
Courier Capital
New York
$1.49M -$39.1K -549 -2%
HI
665
Harrington Investments
California
$1.48M -$3.06K -43 -0.2%
SIAP
666
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.48M +$28.5K +400 +2%
BA
667
Boston Advisors
Massachusetts
$1.48M -$42.7K -600 -3%
FI
668
FormulaFolio Investments
Michigan
$1.47M +$785K +11,019 +104%
OA
669
Oxbow Advisors
Texas
$1.47M +$24.8K +348 +2%
PHS
670
Pekin Hardy Strauss
Illinois
$1.47M -$48.1K -675 -3%
AWM
671
AE Wealth Management
Kansas
$1.46M +$30.9K +434 +2%
NGA
672
Naples Global Advisors
Florida
$1.46M +$32K +450 +2%
AF
673
AMG Funds
Connecticut
$1.45M -$605K -8,493 -29%
NIA
674
Northstar Investment Advisors
Colorado
$1.45M -$341K -4,794 -18%
QSS
675
Quantitative Systematic Strategies
Florida
$1.44M +$590K +8,290 +65%

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.