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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
MA
851
Montag & Associates
Georgia
$812K -$71.2K -1,000 -8%
MCA
852
Mercer Capital Advisers
New Jersey
$807K
AL
853
Aspiriant LLC
California
$807K +$841K +11,816 New
ST
854
Smithfield Trust
Pennsylvania
$797K -$32.9K -462 -4%
BCM
855
BTR Capital Management
California
$797K +$25.6K +360 +3%
ACP
856
Ashfield Capital Partners
California
$790K +$85.4K +1,200 +12%
MYAM
857
Meiji Yasuda Asset Management
Japan
$784K +$30.6K +430 +4%
MGIA
858
Moneta Group Investment Advisors
Missouri
$781K -$195K -2,742 -10%
DDC
859
DF Dent & Co
Maryland
$778K -$87.2K -1,224 -10%
AC
860
Abbrea Capital
California
$775K +$43.9K +616 +6%
EGA
861
Eagle Global Advisors
Texas
$774K -$14.2K -200 -2%
BAM
862
Brave Asset Management
New Jersey
$772K
GCP
863
GSA Capital Partners
United Kingdom
$771K +$804K +11,294 New
MCIM
864
Meadow Creek Investment Management
Georgia
$768K -$201K -2,816 -20%
AIA
865
Armor Investment Advisors
North Carolina
$763K -$5.2K -73 -0.6%
HCMT
866
Highland Capital Management (Tennessee)
Tennessee
$759K +$791K +11,106 New
PTC
867
Private Trust Company
Ohio
$755K -$20.6K -290 -3%
FDS
868
Freedom Day Solutions
Texas
$753K +$65.4K +919 +9%
GWM
869
Geneos Wealth Management
Colorado
$752K +$55.3K +776 +8%
PM
870
Penbrook Management
New York
$748K
JGIA
871
Jackson Grant Investment Advisers
Connecticut
$748K +$5.34K +75 +0.7%
MSAM
872
Moloney Securities Asset Management
Missouri
$737K +$335K +4,699 +77%
Federated Hermes
873
Federated Hermes
Pennsylvania
$733K -$60K -843 -7%
CT
874
CPF Texas
Texas
$733K -$7.26K -102 -0.9%
FG
875
Fiduciary Group
Georgia
$733K +$1.14K +16 +0.1%

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.