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Emerson Electric

1,415 hedge funds and large institutions have $30.9B invested in Emerson Electric in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 463 increasing their positions, 626 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $264M | Put options by funds: $185M

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$355M)

0.9% more ownership

Funds ownership: 70.51%71.41% (+0.9%)

1% less funds holding

Funds holding: 1,4251,415 (-10)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

26% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 626

Holders
1,415
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.39%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.53%
New
76
Increased
463
Reduced
626
Closed
74
Calls
$264M
Puts
$185M
Net Calls
+$79.4M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
851
Meitav Investment House
Israel
$782K -$158K -2,242 -17%
BAM
852
Brave Asset Management
New Jersey
$782K
TC
853
Truvestments Capital
Florida
$780K +$793K +11,287 New
FBT
854
First Bankers Trust
Kentucky
$779K -$77.3K -1,100 -9%
JGIA
855
Jackson Grant Investment Advisers
Connecticut
$762K +$5.13K +73 +0.7%
BCM
856
BTR Capital Management
California
$761K -$46.4K -660 -6%
HCMT
857
Highland Capital Management (Tennessee)
Tennessee
$757K -$11K -156 -1%
PM
858
Penbrook Management
New York
$757K
AIA
859
Armor Investment Advisors
North Carolina
$751K -$20.9K -298 -3%
FMT
860
First Mercantile Trust
Tennessee
$749K -$102K -1,452 -12%
GWM
861
Geneos Wealth Management
Colorado
$745K -$16.2K -230 -2%
VCM
862
Virtue Capital Management
Tennessee
$744K -$319K -4,545 -30%
CT
863
CPF Texas
Texas
$742K
VWM
864
Venturi Wealth Management
Texas
$741K -$159K -2,265 -18%
CCFCSB
865
Cape Cod Five Cents Savings Bank
Massachusetts
$734K -$91.8K -1,306 -11%
PWMAG
866
Pinnacle Wealth Management Advisory Group
New Jersey
$734K +$27.5K +391 +4%
AWM
867
Aevitas Wealth Management
Massachusetts
$734K +$109K +1,547 +17%
KFC
868
Klingenstein Fields & Co
New York
$731K +$13.3K +189 +2%
VCAM
869
Van Cleef Asset Management
Ohio
$729K +$21.4K +305 +3%
FG
870
Fiduciary Group
Georgia
$728K -$14.1K -200 -2%
HA
871
Halsey Associates
Connecticut
$723K -$380K -5,410 -34%
LWAC
872
Laurel Wealth Advisors (California)
California
$720K -$9.42K -134 -1%
CCT
873
Country Club Trust
Missouri
$717K +$19.3K +275 +3%
AWA
874
Arete Wealth Advisors
Illinois
$708K +$720K +10,240 New
CB
875
Cooke & Bieler
Pennsylvania
$705K

EMR Hedge Fund Activity: Q2 2018 in Review

1,415 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2018, worth a combined $30.9B — up 1.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EMR positions and 74 closed out — a net gain of 2 holders — while 463 added to existing stakes and 626 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $333M. The largest seller was Eaton Vance Management, cutting an estimated $161M.

  • 1,415 institutional investors held Emerson Electric (EMR) as of Q2 2018, down from 1,425 in Q1 2018.
  • Funds reported $30.9B of Emerson Electric stock for Q2 2018, up 1.2% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q2 2018 and 74 closed out, a net change of +2 holders.
  • The largest Emerson Electric buyer in Q2 2018 was Amundi Asset Management US, an estimated $333M added.
  • The largest Emerson Electric seller in Q2 2018 was Eaton Vance Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2018.