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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
BI
1001
Bredin Investment
Delaware
$468K
IP
1002
Intellectus Partners
California
$467K +$442K +6,724 +7,153%
TTWM
1003
TCV Trust & Wealth Management
Virginia
$466K -$16.4K -250 -4%
CS
1004
Cannell & Spears
New York
$466K
LCS
1005
Levin Capital Strategies
New York
$466K
SA
1006
Strategic Advisors
New York
$465K -$25.7K -391 -5%
LOAME
1007
Lombard Odier Asset Management (Europe)
United Kingdom
$463K
CLOS
1008
Compagnie Lombard Odier SCmA
Switzerland
$463K +$191K +2,906 +75%
RIG
1009
Renaissance Investment Group
Massachusetts
$462K -$7.3K -111 -2%
DAC
1010
Dividend Assets Capital
South Carolina
$460K -$5.92K -90 -1%
CG
1011
Caprock Group
Idaho
$457K +$7.7K +117 +2%
GWM
1012
GSB Wealth Management
Connecticut
$455K
FCB
1013
First Command Bank
Texas
$454K +$180K +2,730 +70%
FCFS
1014
First Command Financial Services
Texas
$454K +$180K +2,730 +70%
DPIM
1015
Duff & Phelps Investment Management
Illinois
$451K
MCM
1016
Mengis Capital Management
Oregon
$450K -$197K -3,000 -31%
AWM
1017
Aries Wealth Management
Maine
$450K +$432K +6,573 New
RAM
1018
Redmond Asset Management
Virginia
$448K +$102K +1,550 +31%
SXL
1019
Summit X LLC
Missouri
$447K -$658 -10 -0.2%
BKA
1020
Brick & Kyle Associates
Pennsylvania
$446K -$47.4K -721 -10%
M
1021
MOTCO
Texas
$443K -$11.5K -175 -3%
KF
1022
Krilogy Financial
Missouri
$442K -$63.9K -971 -13%
FPFS
1023
First Personal Financial Services
North Carolina
$441K -$42.7K -650 -9%
GAMC
1024
Garner Asset Management Corp
Texas
$441K +$9.14K +139 +2%
BW
1025
Bison Wealth
Georgia
$441K +$142K +2,161 +50%

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.