We are live on ! Find out more
EMR icon

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
IGGA
776
Iron Gate Global Advisors
Utah
$1.02M
SCA
777
Sage Capital Advisors
South Dakota
$1.02M
WMSA
778
Weiss Multi-Strategy Advisers
New York
$1.02M +$1.07M +15,000 New
WSCM
779
Wellington Shields Capital Management
New York
$1.02M
YIA
780
YHB Investment Advisors
Connecticut
$1.02M
IA
781
IFG Advisory
Georgia
$1.01M -$28K -393 -3%
SFSIG
782
San Francisco Sentry Investment Group
California
$1.01M +$1.14K +16 +0.1%
ERIM
783
Eagle Ridge Investment Management
Connecticut
$1.01M +$6.34K +89 +0.6%
AAM
784
Augustine Asset Management
Florida
$1.01M +$40.9K +574 +4%
BFO
785
Biltmore Family Office
North Carolina
$1M
PG
786
Proffitt & Goodson
Tennessee
$996K -$11K -155 -1%
RIM
787
Rampart Investment Management
Connecticut
$995K +$481K +6,759 +87%
KRSITF
788
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$993K -$179K -2,512 -15%
FDCDDQ
789
Federation des caisses Desjardins du Quebec
Quebec, Canada
$991K -$37.9K -532 -4%
EOJOAM
790
E. Ohman J:or Asset Management
Sweden
$990K -$150K -2,100 -13%
CAPTRUST Financial Advisors
791
CAPTRUST Financial Advisors
North Carolina
$984K -$15.6K -219 -1%
MIAN
792
Mariner Independent Advisor Network
Kansas
$981K -$84.2K -1,182 -8%
SNBOSD
793
Security National Bank of So Dak
Iowa
$980K +$42.2K +593 +4%
WS
794
Wedbush Securities
California
$978K +$20.8K +292 +2%
GHCM
795
Glen Harbor Capital Management
California
$977K -$255K -3,584 -20%
MWP
796
MYCIO Wealth Partners
Pennsylvania
$974K -$64.1K -900 -6%
FNFDCM
797
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$968K
PIM
798
Penobscot Investment Management
Massachusetts
$968K +$245K +3,439 +32%
WEC
799
Winslow Evans & Crocker
Massachusetts
$965K -$7.12K -100 -0.7%
KTM
800
Keeler Thomas Management
Utah
$959K +$164K +2,300 +20%

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.