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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
CCC
926
Chelsea Counsel Company
California
$562K -$546K -7,675 -48%
HBT
927
Hills Bank & Trust
Iowa
$562K -$267K -3,754 -31%
SLT
928
St Louis Trust
Missouri
$561K -$200K -2,808 -25%
WPW
929
Winthrop Partners - WNY
New York
$559K
WT
930
Washington Trust
Rhode Island
$558K -$267K -3,750 -31%
FCM
931
Flinton Capital Management
Pennsylvania
$558K -$146K -2,048 -20%
FPFS
932
First Personal Financial Services
North Carolina
$557K
GC
933
Garde Capital
Washington
$557K
MIC
934
Meridian Investment Counsel
California
$555K -$4.98K -70 -0.9%
VCA
935
Verdence Capital Advisors
Maryland
$554K -$13.2K -185 -2%
WA1
936
Wimmer Associates 1
California
$553K +$142 +2 +0%
DRD
937
Dennis R. Delaney
$552K -$17.8K -250 -3%
S
938
SignatureFD
Georgia
$549K +$47.6K +668 +9%
ACA
939
Atlas Capital Advisors
Wyoming
$546K +$570K +8,000 New
KA
940
KLCM Advisors
Wisconsin
$546K
MLL
941
Moody Lynn & Lieberson
Massachusetts
$546K
YMRC
942
Yorktown Management & Research Company
Virginia
$546K
CC
943
Cornerstone Capital
California
$543K -$214K -3,000 -27%
WA
944
WBH Advisory
Maryland
$543K
KTC
945
Kistler-Tiffany Companies
Pennsylvania
$542K +$25K +351 +5%
LCM
946
Liberty Capital Management
Michigan
$540K -$3.56K -50 -0.6%
PWA
947
Providence Wealth Advisors
Illinois
$537K +$576K +8,096 New
NAM
948
NTV Asset Management
West Virginia
$535K +$214 +3 +0%
PCM
949
Penserra Capital Management
California
$525K +$115K +1,622 +27%
CW
950
Cobiz Wealth
Colorado
$520K -$207K -2,910 -28%

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.