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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
LBC
1101
Lawrence B. Cohen
$328K -$307K -4,317 -47%
MCM
1102
Maryland Capital Management
Maryland
$326K -$269K -3,775 -44%
OIM
1103
Orca Investment Management
Oregon
$326K -$158K -2,225 -32%
IUHSA
1104
Itau Unibanco Holding S.A.
Brazil
$325K +$251K +3,521 +285%
SRAM
1105
Stone Ridge Asset Management
New York
$321K
RCM
1106
RB Capital Management
Nevada
$321K +$1.78K +25 +0.5%
BCB
1107
Brian C. Broderick
$316K -$10.7K -150 -3%
WA
1108
Waverly Advisors
Alabama
$316K +$274K +3,853 +502%
CLOS
1109
Compagnie Lombard Odier SCmA
Switzerland
$315K -$342K -4,809 -51%
Fisher Asset Management
1110
Fisher Asset Management
Washington
$315K -$287K -4,031 -47%
PFA
1111
Pathway Financial Advisors
Vermont
$315K
BC
1112
Banced Corp
Illinois
$314K
TC
1113
Telemus Capital
Michigan
$314K +$71 +1 +0%
PA
1114
Probity Advisors
Texas
$311K -$167K -2,339 -34%
GJCM
1115
Grand Jean Capital Management
California
$311K
WI
1116
Wintrust Investments
Illinois
$309K -$916K -12,861 -74%
MMPW
1117
Mitchell McLeod Pugh & Williams
Alabama
$308K -$12.7K -178 -4%
PCA
1118
Peddock Capital Advisors
Massachusetts
$308K
HIMC
1119
Heritage Investors Management Corp
Maryland
$307K -$63.7K -895 -17%
DGI
1120
Disciplined Growth Investors
Minnesota
$307K
PAG
1121
Pinnacle Advisory Group
Maryland
$305K +$11K +154 +4%
PMFA
1122
Plante Moran Financial Advisors
Michigan
$305K +$26.3K +370 +9%
WG
1123
Winton Group
United Kingdom
$304K -$274K -3,845 -46%
PA
1124
Parallel Advisors
California
$304K -$28.9K -406 -8%
SI
1125
Sensato Investors
California
$301K +$313K +4,400 New

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.