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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
IRF
801
IBM Retirement Fund
New York
$954K -$128K -1,804 -11%
Verition Fund Management
802
Verition Fund Management
Connecticut
$954K +$994K +13,963 New
SFG
803
SevenBridge Financial Group
Pennsylvania
$943K -$12.5K -175 -1%
EWA
804
Exencial Wealth Advisors
Oklahoma
$942K -$13.7K -193 -1%
GIA
805
GHP Investment Advisors
Colorado
$940K +$783 +11 +0.1%
FCBT
806
First Citizens Bank & Trust
North Carolina
$937K +$2.49K +35 +0.3%
CFA
807
Carroll Financial Associates
North Carolina
$928K -$66.7K -937 -6%
DAC
808
Dividend Assets Capital
South Carolina
$925K +$34.9K +490 +4%
MIH
809
Meitav Investment House
Israel
$925K +$965K +13,549 New
MCM
810
Mengis Capital Management
Oregon
$920K
FC
811
Ferris Capital
Massachusetts
$913K -$438K -6,155 -32%
NDSI
812
Newman Dignan & Sheerar Inc
Rhode Island
$908K -$7.12K -100 -0.7%
IFWM
813
Institute for Wealth Management
Colorado
$902K +$234K +3,283 +33%
SWP
814
Strategic Wealth Partners
Ohio
$896K -$876K -12,296 -48%
SWM
815
SeaCrest Wealth Management
New York
$896K +$26.1K +366 +3%
CA
816
Cetera Advisors
Colorado
$895K +$33.3K +467 +4%
RCAG
817
Rehmann Capital Advisory Group
Michigan
$894K +$16.9K +238 +2%
RCM
818
Riverhead Capital Management
Delaware
$892K -$12K -169 -1%
DWA
819
Douglass Winthrop Advisors
New York
$888K
GF
820
Gabelli Funds
New York
$888K
BIC
821
Beach Investment Counsel
Pennsylvania
$884K
CCM
822
Compton Capital Management
Rhode Island
$881K -$46.3K -650 -5%
THWM
823
Taylor Hoffman Wealth Management
Virginia
$872K +$113K +1,585 +14%
CWM
824
Cornerstone Wealth Management
Missouri
$871K +$51.3K +720 +6%
CIA
825
Choate Investment Advisors
Massachusetts
$869K -$526K -7,384 -37%

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.