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Emerson Electric

1,458 hedge funds and large institutions have $30.2B invested in Emerson Electric in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 513 increasing their positions, 583 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $205M | Put options by funds: $83.6M

91% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,4071,458 (+51)

0.35% more ownership

Funds ownership: 71.65%72.01% (+0.35%)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 583

Holders
1,458
Holders Change
+51
Holders Change %
+3.62%
% of All Funds
31.56%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
134
Increased
513
Reduced
583
Closed
70
Calls
$205M
Puts
$83.6M
Net Calls
+$122M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1251
Middleton & Co
Massachusetts
$214K +$206K +3,125 New
WIP
1252
Wellesley Investment Partners
Massachusetts
$214K +$206K +3,135 New
OIA
1253
OneDigital Investment Advisors
Kansas
$213K -$26.1K -397 -11%
BAM
1254
Bruderman Asset Management
New York
$213K -$16.5K -251 -7%
HB
1255
Homrich & Berg
Georgia
$213K +$205K +3,110 New
WPC
1256
Waters Parkerson & Co
Louisiana
$213K +$205K +3,112 New
BFC
1257
Bedel Financial Consulting
Indiana
$212K
VAM
1258
Verity Asset Management
North Carolina
$211K +$202K +3,078 New
PAS
1259
Park Avenue Securities
New York
$210K +$197K +2,988 New
CWM
1260
Chesapeake Wealth Management
Virginia
$209K +$201K +3,049 New
MWA
1261
Meridian Wealth Advisors
Texas
$207K -$8.88K -135 -4%
CAM
1262
Cozad Asset Management
Illinois
$207K +$198K +3,017 New
MWPCG
1263
Measured Wealth Private Client Group
New Hampshire
$207K +$198K +3,018 New
DHFB
1264
Dixon Hubard Feinour & Brown
Virginia
$206K -$25.8K -393 -12%
LC
1265
Lindbrook Capital
California
$206K
DTL
1266
Dynamic Technology Lab
Singapore
$206K +$198K +3,006 New
WAM
1267
Weiss Asset Management
Massachusetts
$205K +$197K +2,991 New
BJL
1268
Brighton Jones LLC
Washington
$205K +$197K +2,994 New
GC
1269
Grimes & Company
Massachusetts
$204K +$196K +2,977 New
WP
1270
WMS Partners
Maryland
$204K +$196K +2,977 New
LWA
1271
Lenox Wealth Advisors
New York
$203K
VAS
1272
Vestmark Advisory Solutions
Massachusetts
$203K +$195K +2,971 New
MWNA
1273
Marshall Wace North America
New York
$202K -$4.18M -63,587 -96%
JFA
1274
Johanson Financial Advisors
California
$202K +$193K +2,937 New
CAM
1275
Congress Asset Management
Massachusetts
$202K +$194K +2,945 New

EMR Hedge Fund Activity: Q1 2019 in Review

1,458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2019, worth a combined $30.2B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EMR positions and 70 closed out — a net gain of 64 holders — while 513 added to existing stakes and 583 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Vanguard Group, cutting an estimated $391M.

  • 1,458 institutional investors held Emerson Electric (EMR) as of Q1 2019, up from 1,407 in Q4 2018.
  • Funds reported $30.2B of Emerson Electric stock for Q1 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Emerson Electric positions in Q1 2019 and 70 closed out, a net change of +64 holders.
  • The largest Emerson Electric buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Emerson Electric seller in Q1 2019 was Vanguard Group, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2019.