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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
AAM
726
Ascension Asset Management
New York
$1.19M -$10.7K -150 -0.9%
EP
727
Elkfork Partners
Oregon
$1.19M -$310K -4,352 -20%
GW
728
GW & Wade
Massachusetts
$1.18M +$291K +4,092 +31%
NC
729
NewSquare Capital
Pennsylvania
$1.18M +$56.9K +799 +5%
BUB
730
BBVA USA Bancshares
Texas
$1.18M -$171K -2,401 -12%
SCA
731
Strategic Capital Advisers
Colorado
$1.17M
MC
732
Miles Capital
Iowa
$1.17M -$14K -196 -1%
FA
733
FMA Advisory
Pennsylvania
$1.17M +$50.8K +714 +4%
CT
734
Chicago Trust
Illinois
$1.16M -$2.42M -34,030 -67%
NERM
735
New England Research & Management
Illinois
$1.16M -$67.6K -950 -5%
RMCM
736
Reynders McVeigh Capital Management
Massachusetts
$1.14M +$21.4K +300 +2%
AIA
737
AIMZ Investment Advisors
California
$1.14M -$14K -197 -1%
SNBOSCI
738
Security National Bank of Sioux City Iowa
Iowa
$1.14M +$57K +800 +5%
SRSA
739
S.R. Schill & Associates
Washington
$1.13M -$19.3K -271 -2%
CCT
740
Capital City Trust
Florida
$1.13M -$36.7K -516 -3%
GCC
741
Guardian Capital (Canada)
Ontario, Canada
$1.12M +$111K +1,562 +10%
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$1.12M +$6.76K +95 +0.6%
NAM
743
North American Management
Massachusetts
$1.12M +$57K +800 +5%
ST
744
Spinnaker Trust
Maine
$1.12M -$21.4K -300 -2%
ACS
745
Archford Capital Strategies
Illinois
$1.11M
SPC
746
Sigma Planning Corp
Michigan
$1.11M +$32.8K +460 +3%
GD
747
Grandfield & Dodd
New York
$1.11M -$223K -3,130 -16%
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$1.11M -$6.34K -89 -0.5%
BBI
749
Baxter Bros Inc
Connecticut
$1.11M -$35.3K -496 -3%
CC
750
ClearArc Capital
Ohio
$1.11M -$11.5K -162 -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.