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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
FIA
1276
FNY Investment Advisers
New York
$113K +$115K +1,643 New
ADL
1277
Asset Dedication LLC
California
$112K -$7.03K -100 -6%
TFA
1278
Toth Financial Advisory
Virginia
$109K
KA
1279
Kaizen Advisory
Illinois
$106K +$65.1K +926 +151%
MRCM
1280
M&R Capital Management
New Jersey
$105K
KJWM
1281
Kiley Juergens Wealth Management
Washington
$105K +$107K +1,523 New
WC
1282
Whitney & Co
New York
$104K
GSC
1283
G&S Capital
Colorado
$102K +$633 +9 +0.6%
BCA
1284
Bay Colony Advisors
Massachusetts
$102K +$104K +1,479 New
CWA
1285
Clarus Wealth Advisors
Arizona
$100K +$103K +1,467 New
FFC
1286
First Financial Corp
Indiana
$99K
MYIA
1287
Mount Yale Investment Advisors
Colorado
$95K +$3.94K +56 +4%
FCB
1288
First Command Bank
Texas
$94K -$10.8K -153 -10%
FCFS
1289
First Command Financial Services
Texas
$94K -$10.8K -153 -10%
WF
1290
WealthTrust Fairport
Ohio
$93K +$6.33K +90 +7%
MSFP
1291
Mark Sheptoff Financial Planning
Connecticut
$90K
BWM
1292
Baystate Wealth Management
Massachusetts
$89K -$7.52K -107 -8%
KPCM
1293
Kings Point Capital Management
New York
$88K
NCM
1294
New Capital Management
Texas
$87K +$70 +1 +0.1%
TCCM
1295
Timber Creek Capital Management
Massachusetts
$86K
AF
1296
Allworth Financial
California
$84K +$1.26K +18 +2%
CWM
1297
Catamount Wealth Management
Connecticut
$81K
PHK
1298
Point72 Hong Kong
Hong Kong
$79K +$52.7K +750 +190%
PCM
1299
Prelude Capital Management
New York
$78K -$11.5K -164 -13%
Canada Pension Plan Investment Board
1300
Canada Pension Plan Investment Board
Ontario, Canada
$77K -$12.7M -181,000 -99%

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.