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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
VIG
826
Vienna Insurance Group
Poland
$920K +$38.6K +523 +5%
SBIA
827
Sheaff Brock Investment Advisors
Indiana
$919K -$280K -3,798 -24%
FAM
828
Formidable Asset Management
Ohio
$913K +$5.68K +77 +0.7%
AC
829
Abbrea Capital
California
$913K +$29.1K +395 +3%
KRSITF
830
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$909K +$369 +5 +0%
SWK
831
Stephen W. Kidder
$907K -$14.8K -200 -2%
CT
832
Chicago Trust
Illinois
$906K -$94.8K -1,285 -10%
HIC
833
Holderness Investments Company
North Carolina
$902K -$12.9K -175 -1%
BMO
834
Beck Mack & Oliver
New York
$901K -$758K -10,275 -47%
ADMI
835
Albert D. Mason Inc
Massachusetts
$901K -$24.9K -337 -3%
MCA
836
Mercer Capital Advisers
New Jersey
$897K -$7.38K -100 -0.8%
ACP
837
Ashfield Capital Partners
California
$886K
AWM
838
AE Wealth Management
Kansas
$883K +$342K +4,642 +67%
AWM
839
Aevitas Wealth Management
Massachusetts
$879K +$64.2K +870 +8%
DDC
840
DF Dent & Co
Maryland
$869K -$3.32K -45 -0.4%
BAM
841
Brave Asset Management
New Jersey
$866K
Macquarie Group
842
Macquarie Group
Australia
$858K -$125K -1,700 -13%
PTC
843
Private Trust Company
Ohio
$858K -$15.6K -211 -2%
PAG
844
Private Advisory Group
Washington
$851K -$18.9K -256 -2%
JGIA
845
Jackson Grant Investment Advisers
Connecticut
$848K +$3.69K +50 +0.5%
GT
846
Greenleaf Trust
Michigan
$843K -$28K -380 -3%
MGIA
847
Moneta Group Investment Advisors
Missouri
$840K -$467K -6,337 -37%
FBT
848
First Bankers Trust
Kentucky
$834K -$27.7K -375 -3%
MCM
849
Maryland Capital Management
Maryland
$834K +$417K +5,650 +108%
CB
850
Cooke & Bieler
Pennsylvania
$827K +$44.3K +600 +6%

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.