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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
KWM
876
Kingsview Wealth Management
Oregon
$731K +$8.05K +113 +1%
FRM
877
Fox Run Management
Connecticut
$731K +$762K +10,698 New
LWAC
878
Laurel Wealth Advisors (California)
California
$720K -$508K -7,128 -40%
KFC
879
Klingenstein Fields & Co
New York
$709K -$33.5K -470 -4%
CBN
880
Cadence Bank NA
Texas
$702K -$58.7K -824 -7%
EFS
881
Essex Financial Services
Connecticut
$701K +$71 +1 +0%
VCAM
882
Van Cleef Asset Management
Ohio
$699K
PWMAG
883
Pinnacle Wealth Management Advisory Group
New Jersey
$698K -$11.7K -164 -2%
AC
884
Avestar Capital
New York
$697K -$6.98K -98 -0.9%
CB
885
Cooke & Bieler
Pennsylvania
$697K
ZB
886
Zions Bancorporation
Utah
$696K -$71.1K -998 -9%
FFBTD
887
First Financial Bank - Trust Division
Ohio
$696K -$37.7K -529 -5%
SHCM
888
Stokes & Hubbell Capital Management
Louisiana
$696K
SA
889
Strategic Advisors
New York
$692K -$31.5K -442 -4%
CCT
890
Country Club Trust
Missouri
$690K -$3.2K -45 -0.4%
DLA
891
Douglas Lane & Associates
New York
$688K +$33.2K +466 +5%
KJHP
892
K.J. Harrison & Partners
Ontario, Canada
$683K
CPIA
893
Cornell Pochily Investment Advisors
New York
$679K -$47K -660 -6%
WCM
894
Whitener Capital Management
North Carolina
$675K +$57K +800 +9%
FNB
895
Farmers National Bank
Kentucky
$666K -$14.2K -200 -2%
GT
896
Greenleaf Trust
Michigan
$665K +$38.1K +535 +6%
LS
897
Livforsakringsbolaget Skandia
Sweden
$664K
ST
898
Sabal Trust
Florida
$658K
HT
899
Heritage Trust
Oklahoma
$654K -$5.34K -75 -0.8%
NSIM
900
North Star Investment Management
Illinois
$652K

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.