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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
BWA
1226
BDO Wealth Advisors
Florida
$28K +$27.4K +462 New
SHJ
1227
Sharkey, Howes & Javer
Colorado
$27K
RI
1228
Redwood Investments
Massachusetts
$26K
NCM
1229
Nelson Capital Management
California
$26K +$18.1K +305 +235%
IR
1230
Invictus RG
Bermuda
$25K -$468K -7,891 -95%
Carson Wealth (CWM LLC)
1231
Carson Wealth (CWM LLC)
Nebraska
$24K -$5.16K -87 -18%
DSN
1232
D. Scott Neal
Kentucky
$24K
MPWT
1233
MassMutual Private Wealth & Trust
Connecticut
$21.6K -$17.8K -300 -45%
DIA
1234
Davidson Investment Advisors
Montana
$20K
LWM
1235
Lenox Wealth Management
Ohio
$20K +$20K +337 New
TCM
1236
Tradewinds Capital Management
Washington
$19K
PCP
1237
Proficio Capital Partners
Massachusetts
$19K +$1.36K +23 +8%
PHK
1238
Point72 Hong Kong
Hong Kong
$18K -$39.8K -671 -68%
IPC
1239
Independent Portfolio Consultants
Florida
$18K -$889 -15 -5%
HFM
1240
Hartford Financial Management
Connecticut
$17K
VIA
1241
Vantage Investment Advisors
Pennsylvania
$16K +$3.44K +58 +27%
AA
1242
AlphaMark Advisors
Kentucky
$15K
TDC
1243
Thompson Davis & Co
Virginia
$14K
MLFP
1244
MPS Loria Financial Planners
Illinois
$14K +$13.6K +230 New
GBT
1245
Grove Bank & Trust
Florida
$13K +$5.63K +95 +79%
AIM
1246
Advantage Investment Management
Iowa
$12K
FWM
1247
Focused Wealth Management
New York
$12K
HCM
1248
Horrell Capital Management
Arkansas
$12K
GEA
1249
Glen Eagle Advisors
New Jersey
$11.9K
HA
1250
Harfst & Associates
Wyoming
$8K -$13.3K -224 -60%

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.