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Emerson Electric

1,458 hedge funds and large institutions have $30.2B invested in Emerson Electric in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 513 increasing their positions, 583 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $205M | Put options by funds: $83.6M

91% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,4071,458 (+51)

0.35% more ownership

Funds ownership: 71.65%72.01% (+0.35%)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 583

Holders
1,458
Holders Change
+51
Holders Change %
+3.62%
% of All Funds
31.56%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
134
Increased
513
Reduced
583
Closed
70
Calls
$205M
Puts
$83.6M
Net Calls
+$122M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
926
Pinnacle Wealth Management Advisory Group
New Jersey
$613K -$12.1K -184 -2%
CFA
927
Carroll Financial Associates
North Carolina
$610K -$21.9K -333 -4%
SWP
928
Strategic Wealth Partners
Ohio
$609K +$147K +2,232 +34%
BFO
929
Boston Family Office
Massachusetts
$607K
FFA
930
First Foundation Advisors
California
$606K -$4.41K -67 -0.8%
FHA
931
First Horizon Advisors
Tennessee
$605K +$11K +167 +2%
CPIA
932
Cornell Pochily Investment Advisors
New York
$604K -$1.46M -22,242 -72%
AF
933
Arrow Financial
New York
$603K +$10.5K +160 +2%
HCA
934
Harbour Capital Advisors
Virginia
$600K
NERM
935
New England Research & Management
Illinois
$593K -$19.7K -300 -3%
AQA
936
Alpha Quant Advisors
Texas
$593K +$21.5K +327 +4%
WPW
937
Winthrop Partners - WNY
New York
$593K
MCWS
938
McKinley Carter Wealth Services
West Virginia
$590K +$88.7K +1,348 +19%
HIM
939
Hotaling Investment Management
Pennsylvania
$588K +$37.2K +566 +7%
BBNA
940
Bremer Bank National Association
Minnesota
$586K +$543K +8,256 New
MERSOM
941
Municipal Employees' Retirement System of Michigan
Michigan
$581K -$552K -8,400 -50%
HAC
942
Harbor Advisory Corp
New Hampshire
$581K -$15.5K -235 -3%
PM
943
Penbrook Management
New York
$580K -$92.1K -1,400 -14%
FA
944
Fagan Associates
New York
$580K +$15.9K +242 +3%
EGA
945
Eagle Global Advisors
Texas
$579K
OAM
946
Occidental Asset Management
California
$577K +$154K +2,340 +38%
VCA
947
Verdence Capital Advisors
Maryland
$575K +$13.9K +211 +3%
SLT
948
St Louis Trust
Missouri
$569K +$1.71K +26 +0.3%
MWM
949
Marietta Wealth Management
Georgia
$569K +$60K +913 +12%
ATC
950
Adirondack Trust Company
New York
$551K +$22.4K +340 +5%

EMR Hedge Fund Activity: Q1 2019 in Review

1,458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2019, worth a combined $30.2B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EMR positions and 70 closed out — a net gain of 64 holders — while 513 added to existing stakes and 583 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Vanguard Group, cutting an estimated $391M.

  • 1,458 institutional investors held Emerson Electric (EMR) as of Q1 2019, up from 1,407 in Q4 2018.
  • Funds reported $30.2B of Emerson Electric stock for Q1 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Emerson Electric positions in Q1 2019 and 70 closed out, a net change of +64 holders.
  • The largest Emerson Electric buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Emerson Electric seller in Q1 2019 was Vanguard Group, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2019.