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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
Qube Research & Technologies (QRT)
1301
Qube Research & Technologies (QRT)
United Kingdom
$90K +$94.2K +1,323 New
MSFP
1302
Mark Sheptoff Financial Planning
Connecticut
$89K
PCM
1303
Prelude Capital Management
New York
$88K -$220K -3,083 -71%
KPCM
1304
Kings Point Capital Management
New York
$87K
NCM
1305
New Capital Management
Texas
$86K
WF
1306
WealthTrust Fairport
Ohio
$86K +$89.2K +1,253 New
TCCM
1307
Timber Creek Capital Management
Massachusetts
$85K -$3.56K -50 -4%
AF
1308
Allworth Financial
California
$82K
PWAG
1309
Polaris Wealth Advisory Group
California
$81K +$84.6K +1,188 New
EMG
1310
ETF Managers Group
New Jersey
$78K +$10.4K +146 +14%
ABA
1311
American Beacon Advisors
Texas
$75K
CWM
1312
Catamount Wealth Management
Connecticut
$75K
PG
1313
Pendal Group
Australia
$72.7K
RAM
1314
Riggs Asset Management
Pennsylvania
$72K
BA
1315
Ballew Advisors
Mississippi
$72K +$75.1K +1,055 New
GAM
1316
Gemmer Asset Management
California
$69K
CCA
1317
Clearwater Capital Advisors
Illinois
$69K +$72.1K +1,012 New
BCM
1318
Blume Capital Management
California
$68K
CPA
1319
Cowen Prime Advisors
New York
$68K
GBBWRPM
1320
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$68K +$71.2K +1,000 New
SIAS
1321
Shine Investment Advisory Services
Colorado
$66K -$9.61K -135 -12%
CAM
1322
Close Asset Management
United Kingdom
$66K
AWM
1323
Avior Wealth Management
Nebraska
$64K
SWA
1324
Sutton Wealth Advisors
Florida
$59.4K
VCM
1325
Vigilant Capital Management
Maine
$59K

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.