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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
PFA
1101
Pathway Financial Advisors
Vermont
$318K
GJCM
1102
Grand Jean Capital Management
California
$315K
DGI
1103
Disciplined Growth Investors
Minnesota
$311K
HIMC
1104
Heritage Investors Management Corp
Maryland
$311K
MMPW
1105
Mitchell McLeod Pugh & Williams
Alabama
$311K
TBNY
1106
Trustco Bank (New York)
New York
$301K
LF
1107
Lee Financial
Texas
$300K -$52.6K -748 -15%
FBA
1108
Front Barnett Associates
Illinois
$299K
CHJWM
1109
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K
PA
1110
Parallel Advisors
California
$296K -$10.8K -153 -3%
FHA
1111
Flagship Harbor Advisors
Massachusetts
$294K -$984 -14 -0.3%
SIC
1112
Schwartz Investment Counsel
Michigan
$294K
SFA
1113
Sequoia Financial Advisors
Ohio
$294K +$38.6K +549 +15%
DE
1114
Day & Ennis
Georgia
$290K +$4.57K +65 +2%
QAM
1115
Quantres Asset Management
Cayman Islands
$290K +$295K +4,200 New
PCA
1116
Peddock Capital Advisors
Massachusetts
$288K -$23.8K -338 -7%
JFA
1117
JNBA Financial Advisors
Minnesota
$287K
PCG
1118
Private Capital Group
Connecticut
$285K +$8.5K +121 +3%
WG
1119
Winton Group
United Kingdom
$282K -$26.2K -373 -8%
FHC
1120
First Heartland Consultants
Missouri
$282K +$5.9K +84 +2%
AW
1121
Alpha Windward
Massachusetts
$281K -$7.73K -110 -3%
FPCG
1122
Fort Pitt Capital Group
Pennsylvania
$281K +$5.06K +72 +2%
SBWM
1123
Sunflower Bank Wealth Management
Arizona
$280K -$5.62K -80 -2%
AC
1124
Alexandria Capital
Virginia
$280K -$3.51K -50 -1%
CICI
1125
Capital Investment Counsel Inc
North Carolina
$280K

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.