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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
MFBTD
1026
MB Financial Bank - Trust Department
Illinois
$411K +$3.99K +56 +0.9%
GP
1027
Girard Partners
Pennsylvania
$411K +$7.76K +109 +2%
AW
1028
ACG Wealth
Georgia
$411K +$47.1K +661 +12%
CC
1029
Chicago Capital
Illinois
$410K +$427K +6,000 New
JIC
1030
Joel Isaacson & Co
New York
$407K
IP
1031
Intellectus Partners
California
$407K +$276K +3,870 +185%
BOS
1032
Bingham Osborn & Scarborough
California
$403K
EBSAM
1033
Eubel Brady & Suttman Asset Management
Ohio
$401K -$6.05K -85 -1%
LWA
1034
Lenox Wealth Advisors
New York
$398K +$139K +1,955 +51%
VDI
1035
Vaughan David Investments
Illinois
$396K -$21.4K -300 -5%
BFA
1036
Beaumont Financial Advisors
Massachusetts
$396K +$102K +1,433 +33%
CRC
1037
Curi RMB Capital
Illinois
$395K +$4.98K +70 +1%
BRM
1038
Boston Research & Management
Massachusetts
$394K
MIFH
1039
Migdal Insurance & Financial Holdings
Israel
$391K -$52.8K -741 -11%
CCM
1040
Coldstream Capital Management
Washington
$391K -$28.7K -403 -7%
ATC
1041
Argent Trust Co
Tennessee
$391K +$408K +5,733 New
WSTAM
1042
Wilbanks Smith & Thomas Asset Management
Virginia
$390K -$1.35K -19 -0.3%
CPIG
1043
Chicago Partners Investment Group
Illinois
$389K
HS
1044
HighVista Strategies
Massachusetts
$389K +$406K +5,700 New
CG
1045
Colony Group
Massachusetts
$385K -$436K -6,118 -52%
HWA
1046
Heritage Wealth Advisors
Virginia
$383K
MFAM
1047
Motley Fool Asset Management
Virginia
$383K +$400K +5,612 New
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$380K -$17.5K -246 -4%
CHAM
1049
Clear Harbor Asset Management
Connecticut
$380K +$7.12K +100 +2%
PGA
1050
Portland Global Advisors
Maine
$379K

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.