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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
TPWA
876
TRUE Private Wealth Advisors
Oregon
$745K +$516 +7 +0.1%
NSIM
877
North Star Investment Management
Illinois
$743K +$3.69K +50 +0.5%
DLA
878
Douglas Lane & Associates
New York
$743K +$13.3K +180 +2%
HT
879
Heritage Trust
Oklahoma
$734K
VanEck Associates
880
VanEck Associates
New York
$721K -$9.22K -125 -1%
BWL
881
Bogart Wealth LLC
Virginia
$720K +$32.8K +444 +5%
NIT
882
NumerixS Investment Technologies
British Columbia, Canada
$715K -$686K -9,300 -50%
CCM
883
Cohen Capital Management
California
$713K
TF
884
Tompkins Financial
New York
$713K
FHA
885
First Horizon Advisors
Tennessee
$709K -$959 -13 -0.1%
CFA
886
Carroll Financial Associates
North Carolina
$705K -$172K -2,335 -20%
WCM
887
Whitener Capital Management
North Carolina
$699K -$3.32K -45 -0.5%
CPA
888
Court Place Advisors
Maryland
$699K
CPIA
889
Cornell Pochily Investment Advisors
New York
$696K -$49.1K -665 -7%
PCM
890
Penserra Capital Management
California
$691K +$51.4K +697 +8%
NERM
891
New England Research & Management
Illinois
$690K -$528K -7,151 -44%
HHAA
892
Henry H. Armstrong Associates
Pennsylvania
$685K
FFA
893
First Foundation Advisors
California
$680K +$4.06K +55 +0.6%
BCM
894
Bienville Capital Management
New York
$679K +$1.25K +17 +0.2%
FCM
895
Flinton Capital Management
Pennsylvania
$678K -$33K -448 -5%
BFO
896
Boston Family Office
Massachusetts
$678K
LCM
897
Logan Capital Management
Pennsylvania
$677K +$31K +420 +5%
EGA
898
Eagle Global Advisors
Texas
$674K -$11.1K -150 -2%
HCA
899
Harbour Capital Advisors
Virginia
$671K +$5.53K +75 +0.9%
BRWA
900
B. Riley Wealth Advisors
Florida
$668K -$2.21K -30 -0.3%

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.