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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
SAM
1026
SignalPoint Asset Management
Missouri
$400K -$75.4K -1,073 -16%
LSAG
1027
Lake Street Advisors Group
New Hampshire
$398K -$97.8K -1,391 -19%
CRC
1028
Curi RMB Capital
Illinois
$398K -$2.32K -33 -0.6%
Fisher Asset Management
1029
Fisher Asset Management
Washington
$395K +$77.7K +1,105 +24%
VDI
1030
Vaughan David Investments
Illinois
$394K -$7.03K -100 -2%
WSTAM
1031
Wilbanks Smith & Thomas Asset Management
Virginia
$394K -$633 -9 -0.2%
FMWA
1032
Forvis Mazars Wealth Advisors
Missouri
$392K +$95.7K +1,362 +32%
GP
1033
Girard Partners
Pennsylvania
$391K -$25.3K -360 -6%
MFW
1034
Meristem Family Wealth
Minnesota
$390K -$193K -2,753 -33%
CG
1035
Colony Group
Massachusetts
$389K -$773 -11 -0.2%
EBSAM
1036
Eubel Brady & Suttman Asset Management
Ohio
$388K -$17.9K -255 -4%
CG
1037
Caprock Group
Idaho
$388K +$41.5K +591 +12%
HWA
1038
Heritage Wealth Advisors
Virginia
$386K
CHAM
1039
Clear Harbor Asset Management
Connecticut
$385K
PGA
1040
Portland Global Advisors
Maine
$384K
CIA
1041
Capital Investment Advisors
Georgia
$384K +$97.8K +1,391 +33%
BFA
1042
Beaumont Financial Advisors
Massachusetts
$382K -$19.6K -279 -5%
ZIC
1043
ZWJ Investment Counsel
Georgia
$382K
SFSG
1044
Stearns Financial Services Group
North Carolina
$382K +$211 +3 +0.1%
MCM
1045
Maple Capital Management
Vermont
$382K +$3.51K +50 +0.9%
PL
1046
Perpetual Ltd
Australia
$381K
MCWS
1047
McKinley Carter Wealth Services
West Virginia
$381K +$86.5K +1,231 +29%
OIM
1048
Orca Investment Management
Oregon
$380K +$51.4K +732 +15%
CHA
1049
Cedar Hill Associates
Illinois
$379K +$1.12K +16 +0.3%
I2I
1050
Insight 2811 Inc
Illinois
$378K -$42.2K -600 -10%

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.