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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
RAM
1051
Redmond Asset Management
Virginia
$378K -$1.76K -25 -0.5%
LA
1052
Lau Associates
Delaware
$377K
VWA
1053
V Wealth Advisors
Kansas
$372K +$633 +9 +0.2%
VC
1054
Vicus Capital
Pennsylvania
$369K -$12.6K -179 -3%
BPB
1055
Badgley, Phelps & Bell
Washington
$369K
RWM
1056
Ritholtz Wealth Management
New York
$369K +$3.58K +51 +1%
OAM
1057
Occidental Asset Management
California
$369K +$15.7K +223 +4%
FC
1058
Fayerweather Charles
$369K +$31.6K +450 +9%
PCAP
1059
Pratt Collard Advisory Partners
New York
$367K -$7.03K -100 -2%
PNAA
1060
Pictet North America Advisors
Switzerland
$366K
CAI
1061
Capital Advisors Inc
Oklahoma
$364K
MCM
1062
Maryland Capital Management
Maryland
$363K +$33.4K +475 +10%
LC
1063
LCNB Corp
Ohio
$362K -$13.2K -188 -3%
WTB
1064
Washington Trust Bank
Washington
$361K -$72.4K -1,030 -16%
TCM
1065
Tradition Capital Management
New Jersey
$361K -$7.03K -100 -2%
IRC
1066
Investors Research Corp
Georgia
$361K
S
1067
SimplyRich
California
$361K
MHS
1068
M Holdings Securities
Oregon
$361K +$2.32K +33 +0.6%
MCM
1069
MAI Capital Management
Ohio
$361K +$11K +156 +3%
P
1070
Pitcairn
Pennsylvania
$360K -$1.2K -17 -0.3%
CAM
1071
Claret Asset Management
Quebec, Canada
$360K
SS
1072
Sunbelt Securities
Texas
$360K +$366K +5,210 New
APP
1073
Avantax Planning Partners
Iowa
$359K -$96.4K -1,371 -21%
CWS
1074
Cypress Wealth Services
California
$354K +$113K +1,602 +46%
CL
1075
Choreo LLC
Illinois
$353K -$5.34K -76 -1%

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.