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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
DWM
1226
Doyle Wealth Management
Florida
$207K +$211K +3,001 New
WB
1227
Webster Bank
Connecticut
$205K -$5.62K -80 -3%
LFR
1228
Lehman Financial Resources
Pennsylvania
$205K
HCMNY
1229
Howard Capital Management (New York)
New York
$204K
TAM
1230
Taurus Asset Management
New York
$204K
TL
1231
TrueWealth LLC
Georgia
$204K +$17.6K +250 +9%
CAM
1232
Cozad Asset Management
Illinois
$203K +$207K +2,941 New
PGIM
1233
Pacific Global Investment Management
California
$202K -$4.08K -58 -2%
ARMT
1234
Amica Retiree Medical Trust
Rhode Island
$201K
VFPI
1235
Vantage Financial Partners (Illinois)
Illinois
$201K +$204K +2,900 New
LWS
1236
Lucia Wealth Services
California
$200K +$203K +2,886 New
AIM
1237
Anchor Investment Management
South Carolina
$198K
VFA
1238
Valeo Financial Advisors
Indiana
$196K -$1.33K -19 -0.7%
AAP
1239
Arax Advisory Partners
Colorado
$195K +$2.11K +30 +1%
SNT
1240
Security National Trust
West Virginia
$189K -$12.3K -175 -6%
AssetMark Inc
1241
AssetMark Inc
California
$188K -$13.5K -192 -7%
CFD
1242
Creative Financial Designs
Indiana
$187K -$21.3K -303 -10%
RE
1243
RBC Europe
United Kingdom
$183K -$18.6K -265 -9%
HI
1244
Hudock Inc
Pennsylvania
$182K
PO
1245
Private Ocean
California
$182K
TWA
1246
TCI Wealth Advisors
Arizona
$176K +$6.68K +95 +4%
PCTC
1247
Perkins Coie Trust Company
Washington
$173K
CHP
1248
Cable Hill Partners
Oregon
$173K +$11.9K +169 +7%
BAMG
1249
Brand Asset Management Group
Missouri
$169K +$172K +2,450 New
FPS
1250
Fieldpoint Private Securities
Connecticut
$167K

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.