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Emerson Electric

1,262 hedge funds and large institutions have $26.9B invested in Emerson Electric in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 501 increasing their positions, 489 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $149M | Put options by funds: $120M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

2% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 489

0.73% more ownership

Funds ownership: 69.26%69.99% (+0.73%)

1% more capital invested

Capital invested by funds: $26.8B → $26.9B (+$158M)

7% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 74

1% less funds holding

Funds holding: 1,2811,262 (-19)

Holders
1,262
Holders Change
-19
Holders Change %
-1.48%
% of All Funds
31.46%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
69
Increased
501
Reduced
489
Closed
74
Calls
$149M
Puts
$120M
Net Calls
+$28.7M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Avior Wealth Management
Nebraska
$56K
BWA
1202
Burt Wealth Advisors
Maryland
$54K +$6.7K +113 +14%
SIAS
1203
Shine Investment Advisory Services
Colorado
$54K +$53.7K +905 New
SWA
1204
Sutton Wealth Advisors
Florida
$51.8K +$1.19K +20 +2%
LYV
1205
Live Your Vision
Pennsylvania
$48K
MCM
1206
MV Capital Management
Maryland
$48K
BC
1207
Barnett & Company
Tennessee
$48K +$48K +810 New
EMG
1208
ETF Managers Group
New Jersey
$48K +$48.2K +813 New
NSB
1209
Norway Savings Bank
Maine
$46K
PCM
1210
Prelude Capital Management
New York
$44K -$103K -1,733 -70%
OSNBOA
1211
Old Second National Bank of Aurora
Illinois
$42K -$25.5K -430 -38%
YWP
1212
YorkBridge Wealth Partners
New York
$41K
PFGIA
1213
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$5.51K +93 +16%
CCMW
1214
Cypress Capital Management (Wyoming)
Wyoming
$40.8K
RFWA
1215
RPg Family Wealth Advisory
Massachusetts
$39.9K -$3.26K -55 -8%
BL
1216
Balentine LLC
Georgia
$39K
HWP
1217
Hefty Wealth Partners
Indiana
$38K
AOWM
1218
Alpha Omega Wealth Management
Virginia
$36K
LA
1219
Legacy Advisors
Pennsylvania
$35K
SAM
1220
Shamrock Asset Management
Texas
$35K
WIM
1221
Westside Investment Management
California
$30.7K
PCFFS
1222
Pacific Center for Financial Services
California
$30K
SQA
1223
Simon Quick Advisors
New Jersey
$30K +$29.6K +500 New
SFG
1224
Sage Financial Group
Pennsylvania
$29K
CWM
1225
Cedar Wealth Management
California
$28K

EMR Hedge Fund Activity: Q2 2017 in Review

1,262 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2017, worth a combined $26.9B — up 0.59% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of EMR and 69 opened new positions — a net loss of 5 holders — while 489 trimmed existing stakes and 501 added.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Ameriprise, cutting an estimated $113M.

  • 1,262 institutional investors held Emerson Electric (EMR) as of Q2 2017, down from 1,281 in Q1 2017.
  • Funds reported $26.9B of Emerson Electric stock for Q2 2017, up 0.59% quarter-over-quarter.
  • 69 funds opened new Emerson Electric positions in Q2 2017 and 74 closed out, a net change of -5 holders.
  • The largest Emerson Electric buyer in Q2 2017 was Bank of America, an estimated $425M added.
  • The largest Emerson Electric seller in Q2 2017 was Ameriprise, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2017.