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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
DRZID
101
DePrince Race & Zollo Inc (DRZ)
Florida
$40.5M -$3.97M -55,708 -9%
GAM
102
Gotham Asset Management
New York
$39.5M +$39.5M +554,837 +2,375%
DADC
103
D.A. Davidson & Co
Montana
$39.2M +$544K +7,640 +1%
BTW
104
Boston Trust Walden
Massachusetts
$38.8M -$2.52M -35,371 -6%
Calamos Advisors
105
Calamos Advisors
Illinois
$38.6M -$151K -2,124 -0.4%
Skandinaviska Enskilda Banken (SEB)
106
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.1M -$896K -12,582 -2%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$37.4M -$1.5M -21,121 -4%
MPI
108
Mairs & Power Inc
Minnesota
$36.9M -$5.2M -73,042 -12%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$36.4M -$1.07M -15,050 -3%
NPA
110
Nichols & Pratt Advisers
Massachusetts
$36.3M -$809K -11,367 -2%
CVA
111
Ceredex Value Advisors
Florida
$36.3M +$37.8M +530,995 New
Canada Life
112
Canada Life
Manitoba, Canada
$34.8M -$522K -7,337 -1%
AIG
113
American International Group
New York
$32M -$249K -3,493 -0.7%
MIS
114
Morningstar Investment Services
Illinois
$31.1M -$6.28M -88,211 -16%
CIM
115
Chiron Investment Management
New York
$30.7M +$2.59M +36,402 +9%
GIA
116
Gateway Investment Advisers
Ohio
$30.5M -$328K -4,611 -1%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.3M -$1.81M -25,366 -5%
JFL
118
Jarislowsky, Fraser Ltd
Quebec, Canada
$30.1M -$835K -11,725 -3%
AG
119
Aperio Group
California
$28.2M +$390K +5,474 +1%
JGUA
120
John G. Ullman & Associates
New York
$28.1M -$574K -8,063 -2%
HNB
121
Huntington National Bank
Ohio
$27.3M -$269K -3,775 -0.9%
PNC
122
Park National Corp
Ohio
$26.9M +$1.49M +20,969 +6%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$26.9M +$10.3M +144,728 +58%
Citigroup
124
Citigroup
New York
$26.8M -$8.32M -116,848 -23%
BTS
125
BB&T Securities
Virginia
$26.6M +$2.68M +37,624 +11%

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.