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Emerson Electric

1,417 hedge funds and large institutions have $34.5B invested in Emerson Electric in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 477 increasing their positions, 584 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $240M | Put options by funds: $184M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

12% more capital invested

Capital invested by funds: $30.9B → $34.5B (+$3.6B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.34% more ownership

Funds ownership: 71.41%71.74% (+0.34%)

0% more funds holding

Funds holding: 1,4161,417 (+1)

18% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 584

Holders
1,417
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
32.39%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.57%
New
82
Increased
477
Reduced
584
Closed
70
Calls
$240M
Puts
$184M
Net Calls
+$56.2M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$44.5M +$378K +5,122 +0.9%
USAA
102
United Services Automobile Association
Texas
$44.1M -$1.39M -18,820 -3%
BTW
103
Boston Trust Walden
Massachusetts
$43.8M +$142K +1,925 +0.3%
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$43.4M -$1.42M -19,200 -3%
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$42.9M -$60M -812,719 -59%
Comerica Bank
106
Comerica Bank
Texas
$42.9M -$3.55M -48,179 -7%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$42.3M +$1.15M +15,527 +3%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$40.9M +$7.6K +103 +0%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$40.5M -$903K -12,237 -2%
CIM
110
Chiron Investment Management
New York
$40.1M +$723K +9,805 +2%
SAM
111
Scopus Asset Management
New York
$40M +$9.62M +130,365 +33%
SGAM
112
Smith Group Asset Management
Texas
$39.5M +$9.56M +129,635 +34%
AIA
113
Avalon Investment & Advisory
Texas
$39.3M +$5.1M +69,090 +16%
AIG
114
American International Group
New York
$36.1M +$822K +11,147 +2%
WRF
115
Waddell & Reed Financial
Kansas
$36.1M +$8.02M +108,671 +30%
NPA
116
Nichols & Pratt Advisers
Massachusetts
$35.6M -$4M -54,221 -10%
Canada Life
117
Canada Life
Manitoba, Canada
$34.9M -$4.22M -57,214 -11%
MPI
118
Mairs & Power Inc
Minnesota
$34.8M -$1.67M -22,592 -5%
FWCM
119
Ferguson Wellman Capital Management
Oregon
$34.7M +$16.2M +219,055 +94%
Aviva
120
Aviva
United Kingdom
$34.5M +$9.82M +133,078 +42%
GIA
121
Gateway Investment Advisers
Ohio
$33.6M -$243K -3,290 -0.7%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$33.6M +$846K +11,471 +3%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$33M -$638K -8,643 -2%
AG
124
Aperio Group
California
$32.8M +$685K +9,289 +2%
PNC
125
Park National Corp
Ohio
$32.4M +$168K +2,283 +0.5%

EMR Hedge Fund Activity: Q3 2018 in Review

1,417 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2018, worth a combined $34.5B — up 12% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EMR positions and 70 closed out — a net gain of 12 holders — while 477 added to existing stakes and 584 trimmed.

The largest buyer was Ameriprise, adding an estimated $148M. The largest seller was Adage Capital Partners, cutting an estimated $152M.

  • 1,417 institutional investors held Emerson Electric (EMR) as of Q3 2018, up from 1,416 in Q2 2018.
  • Funds reported $34.5B of Emerson Electric stock for Q3 2018, up 12% quarter-over-quarter.
  • 82 funds opened new Emerson Electric positions in Q3 2018 and 70 closed out, a net change of +12 holders.
  • The largest Emerson Electric buyer in Q3 2018 was Ameriprise, an estimated $148M added.
  • The largest Emerson Electric seller in Q3 2018 was Adage Capital Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.