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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
Franklin Resources
51
Franklin Resources
California
$93.2M -$436K -6,118 -0.4%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$92.2M -$8.37M -117,488 -8%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$88.9M -$6.47M -90,808 -7%
RJA
54
Raymond James & Associates
Florida
$84.6M -$4.26M -59,841 -5%
BIP
55
Brandes Investment Partners
California
$84.2M -$7.01M -98,477 -7%
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$83.8M +$55.4M +777,858 +173%
PP
57
Prudential plc
United Kingdom
$83.7M -$2.45M -34,350 -3%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$83.6M +$3.7M +51,977 +4%
Barclays
59
Barclays
United Kingdom
$83.4M -$3.21M -45,075 -4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$82.2M -$970K -13,622 -1%
M&T Bank
61
M&T Bank
New York
$80.7M -$2.01M -28,234 -2%
SO
62
STRS Ohio
Ohio
$80.3M +$14M +197,004 +20%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$75M -$3.57M -50,169 -4%
TBC
64
Tweedy, Browne Co
Connecticut
$74.9M -$3.76M -52,757 -5%
ProShare Advisors
65
ProShare Advisors
Maryland
$71.9M -$2.32M -32,580 -3%
AllianceBernstein
66
AllianceBernstein
Tennessee
$70.1M -$7.91M -111,033 -10%
CB
67
Commerce Bank
Missouri
$69.7M +$21.8M +306,776 +43%
TPCM
68
Tide Point Capital Management
Connecticut
$68.8M +$5.71M +80,229 +9%
Asset Management One
69
Asset Management One
Japan
$68.1M +$333K +4,680 +0.5%
CS
70
Credit Suisse
Switzerland
$67.3M -$11.2M -157,889 -14%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$65.8M -$793K -11,131 -1%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$62.3M +$456K +6,407 +0.7%
Principal Financial Group
73
Principal Financial Group
Iowa
$61.8M -$1.17M -16,496 -2%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$61.3M -$1.83M -25,728 -3%
TA
75
Teachers Advisors
New York
$60.8M +$815K +11,450 +1%

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.