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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
WDL
1276
Well Done LLC
Michigan
$142K +$148K +2,072 New
VCM
1277
Versant Capital Management
Arizona
$135K +$285 +4 +0.2%
GTAM
1278
Global Trust Asset Management
Florida
$132K -$11.4K -160 -8%
MCM
1279
Manchester Capital Management
Vermont
$131K -$33.4K -469 -20%
TRCT
1280
Tower Research Capital (TRC)
New York
$127K -$457K -6,424 -78%
JWA
1281
JFS Wealth Advisors
Pennsylvania
$124K
MWM
1282
MinichMacGregor Wealth Management
New York
$123K
RWP
1283
RWA Wealth Partners
Massachusetts
$120K -$525K -7,379 -81%
SAS
1284
Stelac Advisory Services
New York
$120K +$125K +1,750 New
ARMC
1285
American Research & Management Company
Massachusetts
$119K
FMA
1286
FNY Managed Accounts
New York
$118K +$123K +1,730 New
ADL
1287
Asset Dedication LLC
California
$117K +$9.76K +137 +9%
CAW
1288
Cornerstone Advisors (Washington)
Washington
$116K +$8.19K +115 +7%
DOA
1289
D'Orazio & Associates
Virginia
$115K -$7.12K -100 -6%
TFA
1290
Toth Financial Advisory
Virginia
$107K
MRCM
1291
M&R Capital Management
New Jersey
$104K
FCFS
1292
First Command Financial Services
Texas
$103K +$2.28K +32 +2%
FCB
1293
First Command Bank
Texas
$103K +$2.28K +32 +2%
WC
1294
Whitney & Co
New York
$102K +$107K +1,500 New
GLI
1295
Guardian Life Insurance
New York
$101K -$42.4K -596 -29%
GSC
1296
G&S Capital
Colorado
$100K +$712 +10 +0.7%
CIP
1297
Convergence Investment Partners
Florida
$100K +$104K +1,461 New
BWM
1298
Baystate Wealth Management
Massachusetts
$98K -$8.54K -120 -8%
FFC
1299
First Financial Corp
Indiana
$97K
MYIA
1300
Mount Yale Investment Advisors
Colorado
$90K +$93.3K +1,311 New

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.