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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
SBA
901
Secrest Blakey & Associates
North Carolina
$649K -$30.3K -426 -4%
TF
902
Tompkins Financial
New York
$646K +$193K +2,710 +40%
CBU
903
CIBC Bank USA
Illinois
$645K -$104K -1,465 -13%
CCM
904
Cohen Capital Management
California
$642K
BFO
905
Boston Family Office
Massachusetts
$632K
HCM
906
Hollencrest Capital Management
California
$631K -$215K -3,018 -25%
CPA
907
Court Place Advisors
Maryland
$630K -$1.78K -25 -0.3%
Twin Tree Management
908
Twin Tree Management
Texas
$630K +$657K +9,226 New
HCA
909
Harbour Capital Advisors
Virginia
$623K -$196K -2,750 -23%
HHAA
910
Henry H. Armstrong Associates
Pennsylvania
$621K
AWM
911
Aevitas Wealth Management
Massachusetts
$619K -$35.3K -496 -5%
TL
912
Tirschwell & Loewy
New York
$615K -$21.4K -300 -3%
BWL
913
Bogart Wealth LLC
Virginia
$614K +$62.3K +875 +11%
SYBT
914
Stock Yards Bank & Trust
Kentucky
$610K
FFA
915
First Foundation Advisors
California
$603K +$712 +10 +0.1%
HAC
916
Harbor Advisory Corp
New Hampshire
$596K -$22.1K -310 -3%
PT
917
Plimoth Trust
Massachusetts
$594K -$11.7K -165 -2%
LCM
918
Logan Capital Management
Pennsylvania
$585K -$16.7K -234 -3%
MA
919
Mutual Advisors
Nebraska
$585K +$113K +1,588 +23%
AF
920
Arrow Financial
New York
$584K -$4.63K -65 -0.8%
BOTW
921
Bank of the West
California
$575K -$8.19K -115 -1%
MFW
922
Meristem Family Wealth
Minnesota
$573K -$22.2K -312 -4%
CEP
923
Chicago Equity Partners
Illinois
$570K -$2.39M -33,600 -80%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$569K +$114K +1,606 +24%
AC
925
Arjuna Capital
North Carolina
$563K +$47.4K +666 +9%

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.