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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
ZIC
1051
ZWJ Investment Counsel
Georgia
$378K +$104K +1,458 +36%
SFSG
1052
Stearns Financial Services Group
North Carolina
$377K -$20.4K -286 -5%
VC
1053
Vicus Capital
Pennsylvania
$377K -$1.78K -25 -0.5%
PL
1054
Perpetual Ltd
Australia
$376K -$71.2K -1,000 -15%
RAM
1055
Redmond Asset Management
Virginia
$376K -$33.1K -465 -8%
MCM
1056
Maple Capital Management
Vermont
$374K -$7.12K -100 -2%
CHA
1057
Cedar Hill Associates
Illinois
$373K +$389K +5,468 New
SIC
1058
SFE Investment Counsel
California
$372K -$10.3K -144 -3%
LA
1059
Lau Associates
Delaware
$372K
Fiera Capital (Canada)
1060
Fiera Capital (Canada)
Quebec, Canada
$372K +$1.21K +17 +0.3%
LC
1061
LCNB Corp
Ohio
$370K -$12.1K -170 -3%
PCAP
1062
Pratt Collard Advisory Partners
New York
$370K
VF
1063
Virtu Financial
New York
$368K -$245K -3,436 -39%
WAM
1064
Weatherly Asset Management
California
$367K
TCM
1065
Tradition Capital Management
New Jersey
$364K
BPB
1066
Badgley, Phelps & Bell
Washington
$364K +$80.2K +1,126 +27%
OIA
1067
OneDigital Investment Advisors
Kansas
$363K -$29.5K -415 -13%
PNAA
1068
Pictet North America Advisors
Switzerland
$362K
RWM
1069
Ritholtz Wealth Management
New York
$362K +$91.9K +1,291 +32%
OAM
1070
Oppenheimer Asset Management
New York
$360K -$90K -1,264 -19%
CAI
1071
Capital Advisors Inc
Oklahoma
$360K -$17.7K -249 -5%
RCM
1072
RNC Capital Management
California
$360K
TIA
1073
Tiemann Investment Advisors
California
$359K +$7.12K +100 +2%
P
1074
Pitcairn
Pennsylvania
$357K -$37K -519 -9%
S
1075
SimplyRich
California
$357K

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.