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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
KFC
851
Klingenstein Fields & Co
New York
$825K +$15.4K +209 +2%
CT
852
CPF Texas
Texas
$821K
CCT
853
Country Club Trust
Missouri
$807K +$11.8K +160 +2%
CCFCSB
854
Cape Cod Five Cents Savings Bank
Massachusetts
$805K -$8.12K -110 -1%
PM
855
Penbrook Management
New York
$800K -$36.9K -500 -5%
FG
856
Fiduciary Group
Georgia
$793K -$13.4K -181 -2%
MLL
857
Moody Lynn & Lieberson
Massachusetts
$793K +$167K +2,262 +28%
AIA
858
Armor Investment Advisors
North Carolina
$792K -$38.7K -524 -5%
HA
859
Halsey Associates
Connecticut
$790K -$11.1K -150 -1%
FMT
860
First Mercantile Trust
Tennessee
$788K -$39.5K -536 -5%
IRF
861
IBM Retirement Fund
New York
$787K -$131K -1,771 -15%
VWM
862
Venturi Wealth Management
Texas
$784K +$7.6K +103 +1%
CBU
863
CIBC Bank USA
Illinois
$784K +$88.5K +1,200 +13%
SHCM
864
Stokes & Hubbell Capital Management
Louisiana
$780K
Fisher Asset Management
865
Fisher Asset Management
Washington
$775K +$325K +4,405 +77%
AWA
866
Arete Wealth Advisors
Illinois
$774K -$9.96K -135 -1%
EFS
867
Essex Financial Services
Connecticut
$770K +$22.2K +301 +3%
PC
868
Palo Capital
California
$769K -$387K -5,250 -34%
KJHP
869
K.J. Harrison & Partners
Ontario, Canada
$766K
MCM
870
Mengis Capital Management
Oregon
$764K -$243K -3,300 -25%
VCAM
871
Van Cleef Asset Management
Ohio
$758K -$47.2K -640 -6%
PWMAG
872
Pinnacle Wealth Management Advisory Group
New Jersey
$756K -$55.3K -750 -7%
AIM
873
Arcadia Investment Management
Michigan
$754K
FFBTD
874
First Financial Bank - Trust Division
Ohio
$750K
GAMA
875
Graticule Asia Macro Advisors
New York
$750K +$479K +6,500 +197%

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.