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Emerson Electric

1,458 hedge funds and large institutions have $30.2B invested in Emerson Electric in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 513 increasing their positions, 583 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $205M | Put options by funds: $83.6M

91% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,4071,458 (+51)

0.35% more ownership

Funds ownership: 71.65%72.01% (+0.35%)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 583

Holders
1,458
Holders Change
+51
Holders Change %
+3.62%
% of All Funds
31.56%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
134
Increased
513
Reduced
583
Closed
70
Calls
$205M
Puts
$83.6M
Net Calls
+$122M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1176
Aspiriant LLC
California
$266K -$65.4K -995 -20%
JFG
1177
JMG Financial Group
Illinois
$266K
CIAS
1178
Capital Investment Advisory Services
North Carolina
$266K +$8.29K +126 +3%
LNC
1179
Lincoln National Corp
Pennsylvania
$264K -$38.4K -584 -13%
APA
1180
American Portfolios Advisors
New York
$263K +$22.3K +339 +10%
CAW
1181
Cornerstone Advisors (Washington)
Washington
$262K +$21.3K +324 +9%
BCM
1182
BTC Capital Management
Iowa
$261K
NED
1183
Nancy E. Dempze
$260K
FI
1184
Fosun International
China
$257K
GVAG
1185
Great Valley Advisor Group
Delaware
$257K +$247K +3,760 New
SBA
1186
Secrest Blakey & Associates
North Carolina
$255K +$245K +3,723 New
WA
1187
Waverly Advisors
Alabama
$254K +$244K +3,706 New
MWM
1188
Mission Wealth Management
California
$253K -$16K -243 -6%
SSW
1189
Smith Shellnut Wilson
Mississippi
$253K +$2.96K +45 +1%
WCA
1190
Westover Capital Advisors
Delaware
$253K +$243K +3,700 New
HWM
1191
Highwater Wealth Management
Colorado
$252K
LDFR
1192
Lehman & Derafelo Financial Resources
Pennsylvania
$251K
JFA
1193
JNBA Financial Advisors
Minnesota
$250K
AW
1194
Alpha Windward
Massachusetts
$250K +$592 +9 +0.2%
1NWS
1195
1 North Wealth Services
Maryland
$249K -$76.8K -1,168 -24%
SIC
1196
Shoker Investment Counsel
Ohio
$248K +$1.45K +22 +0.6%
ECG
1197
Edge Capital Group
Georgia
$246K -$14.5K -220 -6%
WIA
1198
Westbourne Investment Advisors
Maryland
$246K
CA
1199
Cornerstone Advisory
Maryland
$245K
WG
1200
Winton Group
United Kingdom
$244K -$9.73K -148 -4%

EMR Hedge Fund Activity: Q1 2019 in Review

1,458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2019, worth a combined $30.2B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EMR positions and 70 closed out — a net gain of 64 holders — while 513 added to existing stakes and 583 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Vanguard Group, cutting an estimated $391M.

  • 1,458 institutional investors held Emerson Electric (EMR) as of Q1 2019, up from 1,407 in Q4 2018.
  • Funds reported $30.2B of Emerson Electric stock for Q1 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Emerson Electric positions in Q1 2019 and 70 closed out, a net change of +64 holders.
  • The largest Emerson Electric buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Emerson Electric seller in Q1 2019 was Vanguard Group, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2019.