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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
OC
1176
Oakworth Capital
Alabama
$253K -$71 -1 -0%
SFA
1177
Sequoia Financial Advisors
Ohio
$253K +$1.35K +19 +0.5%
CWM
1178
Chesapeake Wealth Management
Virginia
$253K +$265K +3,716 New
SCM
1179
Southport Capital Management
Tennessee
$252K -$14.2K -200 -5%
FTC
1180
Farmers Trust Company
Ohio
$251K -$75K -1,053 -22%
WAG
1181
Winthrop Advisory Group
Massachusetts
$250K +$783 +11 +0.3%
BCCM
1182
Bridge Creek Capital Management
Massachusetts
$248K
EWM
1183
Endurance Wealth Management
Rhode Island
$247K -$19.6K -275 -7%
BOS
1184
Bank of Stockton
California
$245K -$183K -2,575 -42%
MWM
1185
Mission Wealth Management
California
$245K -$70.2K -986 -22%
TFO
1186
Tarbox Family Office
California
$245K
CA
1187
Cornerstone Advisory
Maryland
$245K +$4.63K +65 +2%
GIA
1188
Granite Investment Advisors
New Hampshire
$245K +$7.12K +100 +3%
BO
1189
Bank OZK
Arkansas
$243K +$2.63K +37 +1%
AA
1190
Ancora Advisors
Ohio
$241K -$71.1K -998 -22%
CPA
1191
Clear Perspective Advisors
Illinois
$241K -$35.6K -500 -12%
CWS
1192
Cypress Wealth Services
California
$240K -$32.2K -452 -11%
HC
1193
Henshaw Capital
Massachusetts
$239K
MFG
1194
Monte Financial Group
Connecticut
$239K
WI
1195
Wedgewood Investors
Pennsylvania
$239K +$21.4K +300 +9%
AIMCA
1196
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$239K +$249K +3,500 New
Cetera Investment Advisers
1197
Cetera Investment Advisers
Illinois
$238K -$3.56K -50 -1%
IIC
1198
Integrated Investment Consultants
Michigan
$237K +$247K +3,474 New
FHA
1199
First Horizon Advisors
Tennessee
$236K +$1.42K +20 +0.6%
CAG
1200
Crestwood Advisors Group
Massachusetts
$236K +$2.42K +34 +1%

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.