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Emerson Electric

1,415 hedge funds and large institutions have $30.9B invested in Emerson Electric in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 463 increasing their positions, 626 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $264M | Put options by funds: $185M

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$355M)

0.9% more ownership

Funds ownership: 70.51%71.41% (+0.9%)

1% less funds holding

Funds holding: 1,4251,415 (-10)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

26% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 626

Holders
1,415
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.39%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.53%
New
76
Increased
463
Reduced
626
Closed
74
Calls
$264M
Puts
$185M
Net Calls
+$79.4M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
651
Laurie J. Hall Trustee
$1.54M -$59K -840 -4%
BWP
652
Baldwin Wealth Partners
Massachusetts
$1.54M +$14.1K +200 +0.9%
BAM
653
Barrett Asset Management
New York
$1.53M -$38.7K -550 -2%
BMO
654
Beck Mack & Oliver
New York
$1.52M -$8.79K -125 -0.6%
BA
655
Boston Advisors
Massachusetts
$1.51M +$16.1K +229 +1%
FFWA
656
FRG Family Wealth Advisors
Washington
$1.5M -$31.6K -450 -2%
SWP
657
Stratos Wealth Partners
Ohio
$1.48M -$325K -4,620 -18%
PHS
658
Pekin Hardy Strauss
Illinois
$1.48M -$2.81K -40 -0.2%
BFEC
659
Benjamin F. Edwards & Company
Missouri
$1.46M -$150K -2,137 -9%
TRCT
660
Tower Research Capital (TRC)
New York
$1.46M +$1.35M +19,214 +1,034%
VNIM
661
Vaughan Nelson Investment Management
Texas
$1.45M
AMI
662
Amica Mutual Insurance
Rhode Island
$1.44M
NGA
663
Naples Global Advisors
Florida
$1.44M -$43.2K -615 -3%
GH
664
GAM Holding
Switzerland
$1.43M -$174K -2,478 -11%
HI
665
Harrington Investments
California
$1.43M -$68.5K -975 -5%
SIAP
666
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.43M -$70.3K -1,000 -5%
AIM
667
Acropolis Investment Management
Missouri
$1.43M -$555K -7,896 -28%
SMM
668
Stadion Money Management
Georgia
$1.43M -$399K -5,675 -22%
SFG
669
Summit Financial Group
West Virginia
$1.43M
TCM
670
Twin Capital Management
Pennsylvania
$1.43M +$602K +8,562 +71%
UA
671
Unison Advisors
District of Columbia
$1.42M +$10.5K +149 +0.7%
UAS
672
United Asset Strategies
New York
$1.41M +$155K +2,212 +12%
PTC
673
Philadelphia Trust Company
Pennsylvania
$1.4M -$7.01M -99,725 -83%
ZCA
674
Zeke Capital Advisors
Pennsylvania
$1.39M +$984 +14 +0.1%
KFA
675
Kays Financial Advisory
Georgia
$1.39M +$45.8K +652 +3%

EMR Hedge Fund Activity: Q2 2018 in Review

1,415 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2018, worth a combined $30.9B — up 1.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EMR positions and 74 closed out — a net gain of 2 holders — while 463 added to existing stakes and 626 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $333M. The largest seller was Eaton Vance Management, cutting an estimated $161M.

  • 1,415 institutional investors held Emerson Electric (EMR) as of Q2 2018, down from 1,425 in Q1 2018.
  • Funds reported $30.9B of Emerson Electric stock for Q2 2018, up 1.2% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q2 2018 and 74 closed out, a net change of +2 holders.
  • The largest Emerson Electric buyer in Q2 2018 was Amundi Asset Management US, an estimated $333M added.
  • The largest Emerson Electric seller in Q2 2018 was Eaton Vance Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2018.