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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
FIM
1201
Freedom Investment Management
Connecticut
$234K -$15.4K -216 -6%
GBA
1202
Garrison Bradford & Associates
New York
$232K
SCA
1203
Sippican Capital Advisors
Massachusetts
$232K
AUB
1204
Atlantic Union Bankshares
Virginia
$230K -$2.14K -30 -0.9%
PCM
1205
Perritt Capital Management
Illinois
$229K -$2.14K -30 -0.9%
WC
1206
Whitnell & Co
Illinois
$229K
WIP
1207
Wellesley Investment Partners
Massachusetts
$227K +$12.5K +175 +6%
LP
1208
LMR Partners
United Kingdom
$226K
GLA
1209
Good Life Advisors
Pennsylvania
$226K +$17.2K +241 +8%
EAM
1210
Evanson Asset Management
California
$226K +$18.5K +260 +9%
WBC
1211
West Branch Capital
Massachusetts
$226K +$236K +3,315 New
Fuller & Thaler Asset Management
1212
Fuller & Thaler Asset Management
California
$225K -$171K -2,400 -42%
FMLI
1213
Fukoku Mutual Life Insurance
Japan
$225K
GCM
1214
Grisanti Capital Management
New York
$225K
MPIA
1215
Mountain Pacific Investment Advisers
Idaho
$225K
PFS
1216
Prospera Financial Services
Texas
$224K -$88.1K -1,237 -27%
LPT
1217
Legacy Private Trust
Wisconsin
$224K
STA
1218
Summit Trail Advisors
New York
$221K +$7.69K +108 +3%
CAM
1219
Congress Asset Management
Massachusetts
$220K -$26.7K -375 -10%
WPC
1220
Waters Parkerson & Co
Louisiana
$219K -$19.9K -280 -8%
BWAM
1221
Boyd Watterson Asset Management
Ohio
$216K -$3.56K -50 -2%
SWM
1222
Segment Wealth Management
Texas
$216K +$225K +3,160 New
NIT
1223
NumerixS Investment Technologies
British Columbia, Canada
$215K +$228K +3,200 New
TAM
1224
Trillium Asset Management
Massachusetts
$214K -$2.56K -36 -1%
AIM
1225
Avity Investment Management
Connecticut
$213K

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.