We are live on ! Find out more
EMR icon

Emerson Electric

1,458 hedge funds and large institutions have $30.2B invested in Emerson Electric in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 513 increasing their positions, 583 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $205M | Put options by funds: $83.6M

91% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,4071,458 (+51)

0.35% more ownership

Funds ownership: 71.65%72.01% (+0.35%)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 583

Holders
1,458
Holders Change
+51
Holders Change %
+3.62%
% of All Funds
31.56%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
134
Increased
513
Reduced
583
Closed
70
Calls
$205M
Puts
$83.6M
Net Calls
+$122M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
851
Avantax Advisory Services
Texas
$789K +$157K +2,385 +26%
ADMI
852
Albert D. Mason Inc
Massachusetts
$780K +$1.64K +25 +0.2%
CG
853
Colony Group
Massachusetts
$779K +$366K +5,558 +95%
MCA
854
Mercer Capital Advisers
New Jersey
$774K -$26.3K -400 -3%
JGIA
855
Jackson Grant Investment Advisers
Connecticut
$769K +$5.26K +80 +0.7%
BOTW
856
Bank of the West
California
$765K +$30.7K +467 +4%
BFA
857
Brendel Financial Advisors
New Hampshire
$755K
CI
858
CX Institutional
Indiana
$753K +$2.89K +44 +0.4%
DDC
859
DF Dent & Co
Maryland
$748K +$66 +1 +0%
1IA
860
1834 Investment Advisors
Wisconsin
$744K -$66.3K -1,008 -8%
AWM
861
Altium Wealth Management
New York
$743K +$35.4K +539 +5%
PA
862
Profund Advisors
Maryland
$737K +$136K +2,072 +24%
BOPW
863
Brandywine Oak Private Wealth
Pennsylvania
$736K -$113K -1,715 -14%
AIM
864
Axiom Investment Management
New York
$735K -$18.4K -280 -3%
BAM
865
Brave Asset Management
New Jersey
$733K -$26.3K -400 -4%
BA
866
Broadview Advisors
Wisconsin
$729K +$700K +10,650 New
SC
867
SRB Corp
Massachusetts
$727K +$151K +2,292 +28%
CP
868
Camelot Portfolios
Ohio
$726K -$104K -1,583 -13%
SBIA
869
Sheaff Brock Investment Advisors
Indiana
$720K -$49.6K -754 -7%
FBT
870
First Bankers Trust
Kentucky
$718K -$716K -10,885 -51%
TRCT
871
Tower Research Capital (TRC)
New York
$716K -$1.24M -18,882 -64%
HT
872
Heritage Trust
Oklahoma
$712K +$60.4K +919 +10%
HHAA
873
Henry H. Armstrong Associates
Pennsylvania
$711K
MLL
874
Moody Lynn & Lieberson
Massachusetts
$709K
CC
875
ClearArc Capital
Ohio
$704K -$30.2K -459 -4%

EMR Hedge Fund Activity: Q1 2019 in Review

1,458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2019, worth a combined $30.2B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EMR positions and 70 closed out — a net gain of 64 holders — while 513 added to existing stakes and 583 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Vanguard Group, cutting an estimated $391M.

  • 1,458 institutional investors held Emerson Electric (EMR) as of Q1 2019, up from 1,407 in Q4 2018.
  • Funds reported $30.2B of Emerson Electric stock for Q1 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Emerson Electric positions in Q1 2019 and 70 closed out, a net change of +64 holders.
  • The largest Emerson Electric buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Emerson Electric seller in Q1 2019 was Vanguard Group, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2019.