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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
1SB
826
1ST Source Bank
Indiana
$869K -$15.5K -218 -2%
RIL
827
Rothschild Investment LLC
Illinois
$868K -$46.3K -650 -5%
WA
828
Wheatland Advisors
Pennsylvania
$867K
AIA
829
Allegis Investment Advisors
Idaho
$866K -$143K -2,013 -14%
PAG
830
Private Advisory Group
Washington
$863K -$286K -4,018 -24%
HPWM
831
Highland Private Wealth Management
Washington
$863K +$900K +12,637 New
EGA
832
E&G Advisors
Texas
$861K -$249K -3,500 -22%
UFG
833
United Fire Group
Iowa
$861K
HBWM
834
Hollow Brook Wealth Management
New York
$853K +$889K +12,482 New
CIC
835
Cutler Investment Counsel
Oregon
$850K
ADMI
836
Albert D. Mason Inc
Massachusetts
$848K +$32.2K +452 +4%
BDS
837
Banco de Sabadell
Florida
$845K +$97.5K +1,369 +12%
FBT
838
First Bankers Trust
Kentucky
$844K
FAM
839
Formidable Asset Management
Ohio
$843K -$24.1K -339 -3%
MBT
840
Montecito Bank & Trust
California
$842K +$126K +1,773 +17%
FMT
841
First Mercantile Trust
Tennessee
$839K -$24.5K -344 -3%
VWM
842
Venturi Wealth Management
Texas
$838K +$90.1K +1,265 +12%
HIC
843
Holderness Investments Company
North Carolina
$836K +$5.7K +80 +0.7%
HT
844
HighTower Trust
Texas
$833K +$9.54K +134 +1%
SWK
845
Stephen W. Kidder
$830K -$1.78K -25 -0.2%
TCM
846
Twin Capital Management
Pennsylvania
$823K -$603K -8,472 -41%
VIG
847
Vienna Insurance Group
Poland
$818K -$46.8K -657 -5%
CCFCSB
848
Cape Cod Five Cents Savings Bank
Massachusetts
$815K -$231K -3,241 -21%
IFS
849
Ifrah Financial Services
Arkansas
$814K -$3.56K -50 -0.4%
RIM
850
Regent Investment Management
Kentucky
$813K

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.