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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
WPC
1201
Waters Parkerson & Co
Louisiana
$222K
WP
1202
WealthSource Partners
California
$222K +$226K +3,211 New
BCP
1203
Blackhawk Capital Partners
Wisconsin
$221K -$42.5K -605 -16%
BW
1204
Bison Wealth
Georgia
$221K +$224K +3,191 New
PCM
1205
Perritt Capital Management
Illinois
$220K
BWAM
1206
Boyd Watterson Asset Management
Ohio
$219K
GA
1207
Geller Advisors
New York
$219K +$222K +3,162 New
GCM
1208
Gables Capital Management
Florida
$217K
SFS
1209
Sowell Financial Services
Arkansas
$217K +$207K +2,951 New
CEP
1210
Chicago Equity Partners
Illinois
$216K -$367K -5,225 -63%
LWA
1211
Lenox Wealth Advisors
New York
$216K -$190K -2,709 -46%
TAM
1212
Trillium Asset Management
Massachusetts
$216K -$1.05K -15 -0.5%
AIM
1213
Avity Investment Management
Connecticut
$216K
LPT
1214
Legacy Private Trust
Wisconsin
$214K -$12.3K -175 -5%
BFC
1215
Bedel Financial Consulting
Indiana
$214K
BRF
1216
B. Riley Financial
California
$214K +$211 +3 +0.1%
AA
1217
Apriem Advisors
California
$214K +$218K +3,100 New
BAM
1218
Belpointe Asset Management
Nevada
$213K -$73.4K -1,045 -25%
Mackenzie Financial
1219
Mackenzie Financial
Ontario, Canada
$213K +$217K +3,084 New
SCM
1220
SOL Capital Management
Maryland
$210K
ITIM
1221
Indiana Trust & Investment Management
Indiana
$209K
IP
1222
Investment Partners
Ohio
$209K +$1.12K +16 +0.5%
SI
1223
Sensato Investors
California
$207K -$98.4K -1,400 -32%
GC
1224
Grimes & Company
Massachusetts
$207K
SC
1225
Saturna Capital
Washington
$207K

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.