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Emerson Electric
EMR

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: 7 → 10 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,407 → 1,458 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$201M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$153M
3
JP Morgan Chase
JP Morgan Chase
New York
+$150M
4
LP
Longview Partners
Guernsey
+$109M
5
WIC
Willis Investment Counsel
Georgia
+$88.6M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$391M
2
Citadel Advisors
Citadel Advisors
Florida
-$153M
3
Two Sigma Investments
Two Sigma Investments
New York
-$148M
4
Renaissance Technologies
Renaissance Technologies
New York
-$109M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1051
Orca Investment Management
Oregon
$403K +$13.2K +201 +4%
VWA
1052
V Wealth Advisors
Kansas
$401K +$17K +259 +5%
CPIG
1053
Chicago Partners Investment Group
Illinois
$399K -$47.2K -718 -12%
GPA
1054
Garrison Point Advisors
California
$399K -$4.93K -75 -1%
BOS
1055
Bingham Osborn & Scarborough
California
$394K -$10K -152 -3%
PFS
1056
Physicians Financial Services
North Carolina
$394K – – –
CCMD
1057
Cypress Capital Management (Delaware)
Delaware
$390K – – –
BFA
1058
Beaumont Financial Advisors
Massachusetts
$386K +$5.26K +80 +1%
AAM
1059
American Asset Management
Florida
$385K -$33.2K -505 -8%
BPB
1060
Badgley, Phelps & Bell
Washington
$385K +$20.6K +313 +6%
HWA
1061
Heritage Wealth Advisors
Virginia
$383K – – –
ZCM
1062
Zebra Capital Management
Connecticut
$382K -$135K -2,048 -27%
BFC
1063
Blue Fin Capital
Rhode Island
$381K -$36.2K -550 -9%
CHAM
1064
Clear Harbor Asset Management
Connecticut
$381K -$5.06K -77 -1%
PCG
1065
Private Capital Group
Connecticut
$381K +$53.8K +818 +17%
EWM
1066
Evermay Wealth Management
Virginia
$380K +$105K +1,600 +41%
TAM
1067
Tiverton Asset Management
Delaware
$380K +$365K +5,554 New
NIT
1068
NumerixS Investment Technologies
British Columbia, Canada
$378K +$368K +5,600 New
TC
1069
Telemus Capital
Michigan
$377K -$17.6K -268 -5%
PL
1070
Perpetual Ltd
Australia
$377K – – –
MHS
1071
M Holdings Securities
Oregon
$374K +$132 +2 +0%
CIA
1072
Capital Investment Advisors
Georgia
$369K -$9.14K -139 -3%
HIC
1073
Harvey Investment Company
Kentucky
$368K +$353K +5,374 New
PWAP
1074
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$366K +$329 +5 +0.1%
QCM
1075
Quantinno Capital Management
New York
$365K +$351K +5,336 New
41 42
43
44 45

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.