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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
IB
1151
Intrust Bank
Kansas
$261K -$1.41K -20 -0.5%
PWM
1152
Paulson Wealth Management
Illinois
$260K -$703 -10 -0.3%
AB
1153
Atlas Brown
Kentucky
$258K -$9.84K -140 -4%
HA
1154
Hays Advisory
Tennessee
$257K -$26.1K -372 -9%
NHC
1155
Nicholas Hoffman & Company
Georgia
$257K
WAG
1156
Winthrop Advisory Group
Massachusetts
$256K +$703 +10 +0.3%
BOS
1157
Bank of Stockton
California
$256K +$8.79K +125 +3%
BCB
1158
Brian C. Broderick
$254K -$66.8K -950 -21%
CWM
1159
Chesapeake Wealth Management
Virginia
$253K -$4.08K -58 -2%
PA
1160
Probity Advisors
Texas
$249K -$66.7K -949 -21%
CIAS
1161
Capital Investment Advisory Services
North Carolina
$249K -$20.5K -292 -7%
EA
1162
Edge Advisors
Georgia
$249K -$20.4K -290 -7%
SCM
1163
Southport Capital Management
Tennessee
$248K -$7.03K -100 -3%
CA
1164
Cornerstone Advisory
Maryland
$248K
GIA
1165
Granite Investment Advisors
New Hampshire
$248K
SIC
1166
Shoker Investment Counsel
Ohio
$247K -$1.43M -20,408 -85%
BO
1167
Bank OZK
Arkansas
$246K
CPA
1168
Clear Perspective Advisors
Illinois
$244K
BCCM
1169
Bridge Creek Capital Management
Massachusetts
$243K -$7.03K -100 -3%
MWM
1170
Mission Wealth Management
California
$242K -$6.04K -86 -2%
WI
1171
Wedgewood Investors
Pennsylvania
$242K
Cetera Investment Advisers
1172
Cetera Investment Advisers
Illinois
$242K +$351 +5 +0.1%
HC
1173
Henshaw Capital
Massachusetts
$242K
AA
1174
Ancora Advisors
Ohio
$241K -$3.3K -47 -1%
VAM
1175
Verity Asset Management
North Carolina
$241K +$28.6K +407 +13%

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.