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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
HAC
901
Harbor Advisory Corp
New Hampshire
$668K
SYBT
902
Stock Yards Bank & Trust
Kentucky
$663K -$2.8K -38 -0.4%
DRD
903
Dennis R. Delaney
$657K +$46.1K +625 +8%
VCA
904
Verdence Capital Advisors
Maryland
$656K -$28.3K -383 -4%
AF
905
Arrow Financial
New York
$654K
SFSIG
906
San Francisco Sentry Investment Group
California
$654K +$5.9K +80 +0.9%
APP
907
Avantax Planning Partners
Iowa
$652K +$245K +3,327 +64%
LWAC
908
Laurel Wealth Advisors (California)
California
$650K -$143K -1,934 -19%
WPW
909
Winthrop Partners - WNY
New York
$647K
BOTW
910
Bank of the West
California
$646K
AWM
911
Altium Wealth Management
New York
$646K +$13.4K +182 +2%
PWA
912
Providence Wealth Advisors
Illinois
$645K +$12.2K +165 +2%
MIH
913
Meitav Investment House
Israel
$635K -$222K -3,012 -27%
FA
914
Fagan Associates
New York
$635K +$3.69K +50 +0.6%
SS
915
Simplicity Solutions
Minnesota
$634K -$590K -7,994 -49%
BTNA
916
Bremer Trust National Association
Minnesota
$633K -$48.6K -659 -7%
SLT
917
St Louis Trust
Missouri
$633K +$1.62K +22 +0.3%
IWM
918
IHT Wealth Management
Illinois
$632K +$105K +1,420 +21%
ACA
919
Atlas Capital Advisors
Wyoming
$628K
WCF
920
West Coast Financial
California
$628K -$3.52M -47,720 -85%
CCC
921
Chelsea Counsel Company
California
$623K -$7.38K -100 -1%
ECM
922
Evergreen Capital Management
Washington
$619K
CRC
923
Curi RMB Capital
Illinois
$619K +$172K +2,329 +40%
TL
924
Tirschwell & Loewy
New York
$617K
SA
925
Strategic Advisors
New York
$616K -$105K -1,425 -15%

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.