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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
MWM
976
Marietta Wealth Management
Georgia
$480K -$28.3K -397 -5%
AAC
977
Asset Advisors Corp
Georgia
$478K
SIA
978
Starfire Investment Advisers
Michigan
$472K +$492K +6,916 New
SAM
979
SignalPoint Asset Management
Missouri
$468K +$285 +4 +0.1%
BI
980
Bredin Investment
Delaware
$467K
DPIM
981
Duff & Phelps Investment Management
Illinois
$467K -$16.4K -230 -3%
BTNA
982
Bremer Trust National Association
Minnesota
$464K
CS
983
Cannell & Spears
New York
$464K
AWM
984
Altium Wealth Management
New York
$463K +$32.5K +456 +7%
LOAME
985
Lombard Odier Asset Management (Europe)
United Kingdom
$462K -$37.2K -523 -7%
BB
986
Busey Bank
Illinois
$462K -$5.27K -74 -1%
FC
987
Fulcrum Capital
Washington
$459K -$21.4K -300 -4%
MC
988
Middleton & Co
Massachusetts
$459K -$20.1K -283 -4%
Voloridge Investment Management
989
Voloridge Investment Management
Florida
$459K +$478K +6,718 New
TCOT
990
Trust Company of Toledo
Ohio
$454K -$77.6K -1,090 -14%
M
991
MOTCO
Texas
$454K +$107K +1,508 +29%
SFM
992
Signature Financial Management
Virginia
$453K -$29K -407 -6%
GWM
993
GSB Wealth Management
Connecticut
$453K
PWAP
994
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$452K -$17.5K -246 -4%
JAM
995
Jolley Asset Management
North Carolina
$452K
IWM
996
IHT Wealth Management
Illinois
$452K +$3.7K +52 +0.8%
CCA
997
Checchi Capital Advisers
California
$449K -$47.1K -661 -9%
BCM
998
Bienville Capital Management
New York
$448K -$93.7K -1,316 -17%
APP
999
Avantax Planning Partners
Iowa
$448K +$162K +2,274 +53%
TTWM
1000
TCV Trust & Wealth Management
Virginia
$447K +$60.3K +847 +15%

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.