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Emerson Electric

1,417 hedge funds and large institutions have $34.5B invested in Emerson Electric in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 477 increasing their positions, 584 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $240M | Put options by funds: $184M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

12% more capital invested

Capital invested by funds: $30.9B → $34.5B (+$3.6B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.34% more ownership

Funds ownership: 71.41%71.74% (+0.34%)

0% more funds holding

Funds holding: 1,4161,417 (+1)

18% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 584

Holders
1,417
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
32.39%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.57%
New
82
Increased
477
Reduced
584
Closed
70
Calls
$240M
Puts
$184M
Net Calls
+$56.2M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$110M -$4.56M -61,840 -4%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$109M -$2.24M -30,305 -2%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$109M +$51.9M +703,288 +98%
PP
54
Prudential plc
United Kingdom
$107M +$13.1M +177,815 +15%
Franklin Resources
55
Franklin Resources
California
$107M +$1.95M +26,458 +2%
SO
56
STRS Ohio
Ohio
$97.6M -$10.7M -144,380 -10%
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$94M +$45M +609,634 +99%
JP Morgan Chase
58
JP Morgan Chase
New York
$93.5M +$6.94M +94,018 +8%
Barclays
59
Barclays
United Kingdom
$91.6M +$11.4M +153,888 +15%
RJA
60
Raymond James & Associates
Florida
$91.1M -$465K -6,298 -0.5%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$90.6M -$978K -13,252 -1%
TA
62
Teachers Advisors
New York
$87.8M +$20.8M +282,003 +33%
M&T Bank
63
M&T Bank
New York
$87.2M -$2.08M -28,245 -2%
AQR Capital Management
64
AQR Capital Management
Connecticut
$85.5M +$36.6M +496,631 +80%
BIP
65
Brandes Investment Partners
California
$84.8M -$3.4M -46,118 -4%
ProShare Advisors
66
ProShare Advisors
Maryland
$82.5M +$4.76M +64,591 +6%
CVA
67
Ceredex Value Advisors
Florida
$81.4M -$14.3M -194,459 -15%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$80.7M -$80.6K -1,092 -0.1%
Asset Management One
69
Asset Management One
Japan
$78.5M +$238K +3,226 +0.3%
Principal Financial Group
70
Principal Financial Group
Iowa
$78.2M +$8.06M +109,313 +12%
CS
71
Credit Suisse
Switzerland
$77.3M +$2.93M +39,717 +4%
AllianceBernstein
72
AllianceBernstein
Tennessee
$77.1M -$2.03M -27,472 -3%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$75.6M +$5.36M +72,667 +8%
TBC
74
Tweedy, Browne Co
Connecticut
$74.3M -$6.3M -85,409 -8%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$72.4M +$14.9M +202,425 +27%

EMR Hedge Fund Activity: Q3 2018 in Review

1,417 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2018, worth a combined $34.5B — up 12% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EMR positions and 70 closed out — a net gain of 12 holders — while 477 added to existing stakes and 584 trimmed.

The largest buyer was Ameriprise, adding an estimated $148M. The largest seller was Adage Capital Partners, cutting an estimated $152M.

  • 1,417 institutional investors held Emerson Electric (EMR) as of Q3 2018, up from 1,416 in Q2 2018.
  • Funds reported $34.5B of Emerson Electric stock for Q3 2018, up 12% quarter-over-quarter.
  • 82 funds opened new Emerson Electric positions in Q3 2018 and 70 closed out, a net change of +12 holders.
  • The largest Emerson Electric buyer in Q3 2018 was Ameriprise, an estimated $148M added.
  • The largest Emerson Electric seller in Q3 2018 was Adage Capital Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.