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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
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$94.9M +$5.03M +71,585 +5%
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$94.6M +$9.99M +142,180 +12%
Franklin Resources
53
Franklin Resources
California
$94.4M +$106K +1,506 +0.1%
CVA
54
Ceredex Value Advisors
Florida
$87M +$51.1M +726,813 +137%
PP
55
Prudential plc
United Kingdom
$84.2M -$626K -8,913 -0.7%
RJA
56
Raymond James & Associates
Florida
$82.7M -$3M -42,694 -3%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$82.7M -$565K -8,040 -0.7%
UBS Group
58
UBS Group
Switzerland
$82.2M -$17.9M -254,417 -18%
M&T Bank
59
M&T Bank
New York
$80.7M -$1.01M -14,325 -1%
Millennium Management
60
Millennium Management
New York
$80M +$76.1M +1,083,470 +1,480%
BIP
61
Brandes Investment Partners
California
$79.7M -$5.61M -79,863 -6%
JP Morgan Chase
62
JP Morgan Chase
New York
$77.9M -$29.5M -419,820 -27%
TBC
63
Tweedy, Browne Co
Connecticut
$73M -$2.83M -40,274 -4%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$72.9M -$3.02M -43,017 -4%
Barclays
65
Barclays
United Kingdom
$72M -$12.6M -179,699 -15%
AllianceBernstein
66
AllianceBernstein
Tennessee
$71.5M +$547K +7,786 +0.8%
Asset Management One
67
Asset Management One
Japan
$70.7M +$1.75M +24,850 +2%
ProShare Advisors
68
ProShare Advisors
Maryland
$70M -$2.82M -40,081 -4%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$68.2M +$13.3M +189,209 +24%
CS
70
Credit Suisse
Switzerland
$67.1M -$1.08M -15,301 -2%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$64M -$2.64M -37,596 -4%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$63.3M +$282K +4,010 +0.4%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$63.2M -$34.9M -496,371 -35%
Principal Financial Group
74
Principal Financial Group
Iowa
$63.1M +$468K +6,663 +0.7%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$62.5M +$448K +6,376 +0.7%

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.