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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
ABTD
1076
Arvest Bank Trust Division
Oklahoma
$356K -$27.4K -385 -7%
IRC
1077
Investors Research Corp
Georgia
$356K
SCI
1078
S&CO Inc
Massachusetts
$356K
DCM
1079
Dupont Capital Management
Delaware
$355K -$31.5K -442 -8%
CAM
1080
Claret Asset Management
Quebec, Canada
$355K -$29.5K -414 -7%
MHS
1081
M Holdings Securities
Oregon
$354K -$12.3K -173 -3%
CL
1082
Choreo LLC
Illinois
$353K -$25.5K -358 -6%
OAM
1083
Occidental Asset Management
California
$349K
VWA
1084
V Wealth Advisors
Kansas
$349K +$22.4K +315 +6%
NIM
1085
NuWave Investment Management
New Jersey
$349K +$368K +5,162 New
LF
1086
Lee Financial
Texas
$348K +$362K +5,089 New
MCM
1087
MAI Capital Management
Ohio
$346K +$138K +1,937 +62%
MA
1088
MANA Advisors
New York
$343K -$45K -632 -11%
CG
1089
Caprock Group
Idaho
$343K +$2.28K +32 +0.6%
EDRH
1090
Edmond de Rothschild Holding
Switzerland
$342K -$71.2K -1,000 -17%
NSEDCP
1091
NJ State Employees Deferred Compensation Plan
New Jersey
$342K
RS
1092
Robeco Schweiz
Switzerland
$342K
HI
1093
HBK Investments
Texas
$342K +$356K +5,000 New
NED
1094
Nancy E. Dempze
$339K -$31.4K -441 -8%
BIAS
1095
Beacon Investment Advisory Services
New Jersey
$338K -$16.7K -235 -5%
BMC
1096
Beaton Management Company
Massachusetts
$335K -$14.2K -200 -4%
FC
1097
Fayerweather Charles
$334K
SAM
1098
Security Asset Management
New York
$334K
CCMD
1099
Cypress Capital Management (Delaware)
Delaware
$331K
MMG
1100
Monetary Management Group
Missouri
$330K

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.