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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
SNT
1251
Security National Trust
West Virginia
$200K -$81.6K -1,146 -28%
AssetMark Inc
1252
AssetMark Inc
California
$199K -$39.5K -555 -16%
RE
1253
RBC Europe
United Kingdom
$198K -$17.2K -241 -8%
ARMT
1254
Amica Retiree Medical Trust
Rhode Island
$198K -$61K -856 -23%
AIM
1255
Anchor Investment Management
South Carolina
$196K -$42.7K -600 -17%
AAP
1256
Arax Advisory Partners
Colorado
$190K +$115K +1,613 +137%
TL
1257
TrueWealth LLC
Georgia
$185K -$1.21K -17 -0.6%
VFA
1258
Valeo Financial Advisors
Indiana
$183K -$1.16M -16,283 -86%
C
1259
Cerebellum
California
$183K +$59.6K +837 +45%
SBL
1260
Sargent Bickham Lagudis
Colorado
$181K -$31.4K -441 -14%
PO
1261
Private Ocean
California
$179K -$33.1K -465 -15%
HI
1262
Hudock Inc
Pennsylvania
$179K
PCTC
1263
Perkins Coie Trust Company
Washington
$171K
TWA
1264
TCI Wealth Advisors
Arizona
$168K +$3.63K +51 +2%
YWP
1265
YorkBridge Wealth Partners
New York
$166K
FPS
1266
Fieldpoint Private Securities
Connecticut
$165K -$3.56K -50 -2%
BCP
1267
Blue Chip Partners
Michigan
$164K +$171K +2,400 New
TSW
1268
Thompson Siegel & Walmsley
Virginia
$163K
AIM
1269
Arcadia Investment Management
Michigan
$159K -$26.7K -375 -14%
ECM
1270
Estabrook Capital Management
New York
$157K
TFS
1271
TrustCore Financial Services
Tennessee
$157K
FANJ
1272
Financial Architects (New Jersey)
New Jersey
$156K +$7.12K +100 +5%
CHP
1273
Cable Hill Partners
Oregon
$155K
OIA
1274
Optimum Investment Advisors
Illinois
$144K +$150K +2,108 New
CBT
1275
Central Bank & Trust
Kentucky
$143K

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.