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Emerson Electric

1,415 hedge funds and large institutions have $30.9B invested in Emerson Electric in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 463 increasing their positions, 626 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $264M | Put options by funds: $185M

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$355M)

0.9% more ownership

Funds ownership: 70.51%71.41% (+0.9%)

1% less funds holding

Funds holding: 1,4251,415 (-10)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

26% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 626

Holders
1,415
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.39%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.53%
New
76
Increased
463
Reduced
626
Closed
74
Calls
$264M
Puts
$185M
Net Calls
+$79.4M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
926
Chelsea Counsel Company
California
$569K
SLT
927
St Louis Trust
Missouri
$569K +$1.62K +23 +0.3%
GC
928
Garde Capital
Washington
$564K
WA1
929
Wimmer Associates 1
California
$563K +$2.81K +40 +0.5%
MIC
930
Meridian Investment Counsel
California
$562K
MLL
931
Moody Lynn & Lieberson
Massachusetts
$559K +$6.18K +88 +1%
ECM
932
Evergreen Capital Management
Washington
$559K +$350K +4,984 +161%
CBN
933
Cadence Bank NA
Texas
$558K -$156K -2,214 -22%
QSS
934
Quantitative Systematic Strategies
Florida
$557K -$917K -13,050 -62%
TL
935
Tirschwell & Loewy
New York
$557K -$66.8K -950 -11%
ACA
936
Atlas Capital Advisors
Wyoming
$556K
KA
937
KLCM Advisors
Wisconsin
$553K
YMRC
938
Yorktown Management & Research Company
Virginia
$553K
DRD
939
Dennis R. Delaney
$550K -$10.5K -150 -2%
LCM
940
Liberty Capital Management
Michigan
$550K +$3.51K +50 +0.6%
NAM
941
NTV Asset Management
West Virginia
$542K +$281 +4 +0.1%
ATC
942
Adirondack Trust Company
New York
$540K
NFG
943
Next Financial Group
Texas
$538K +$30.8K +438 +6%
AL
944
Aspiriant LLC
California
$531K -$291K -4,138 -35%
S
945
SignatureFD
Georgia
$531K -$25.1K -357 -4%
BUB
946
BBVA USA Bancshares
Texas
$528K -$675K -9,601 -56%
DCM
947
Dupont Capital Management
Delaware
$527K +$170K +2,420 +47%
WA
948
WBH Advisory
Maryland
$522K -$28.2K -401 -5%
CC
949
Cornerstone Capital
California
$522K -$28.1K -400 -5%
Susquehanna International Group
950
Susquehanna International Group
Pennsylvania
$521K +$1.05K +15 +0.2%

EMR Hedge Fund Activity: Q2 2018 in Review

1,415 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2018, worth a combined $30.9B — up 1.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EMR positions and 74 closed out — a net gain of 2 holders — while 463 added to existing stakes and 626 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $333M. The largest seller was Eaton Vance Management, cutting an estimated $161M.

  • 1,415 institutional investors held Emerson Electric (EMR) as of Q2 2018, down from 1,425 in Q1 2018.
  • Funds reported $30.9B of Emerson Electric stock for Q2 2018, up 1.2% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q2 2018 and 74 closed out, a net change of +2 holders.
  • The largest Emerson Electric buyer in Q2 2018 was Amundi Asset Management US, an estimated $333M added.
  • The largest Emerson Electric seller in Q2 2018 was Eaton Vance Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2018.