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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
ABA
1301
American Beacon Advisors
Texas
$76K
RAM
1302
Riggs Asset Management
Pennsylvania
$73K
FMP
1303
Financial Management Professionals
Texas
$73K +$74.5K +1,060 New
GAM
1304
Gemmer Asset Management
California
$70K
BCM
1305
Blume Capital Management
California
$69K
CPA
1306
Cowen Prime Advisors
New York
$69K
GBBWRPM
1307
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$69K
NIM
1308
NuWave Investment Management
New Jersey
$67K -$295K -4,194 -81%
CAM
1309
Close Asset Management
United Kingdom
$66K
AWM
1310
Avior Wealth Management
Nebraska
$64K -$914 -13 -1%
SWA
1311
Sutton Wealth Advisors
Florida
$63.1K +$3.09K +44 +5%
SIAS
1312
Shine Investment Advisory Services
Colorado
$62K -$4.92K -70 -7%
TG
1313
TLP Group
Illinois
$61K -$146K -2,080 -70%
IUHSA
1314
Itau Unibanco Holding S.A.
Brazil
$58K -$275K -3,920 -82%
AWA
1315
Acorn Wealth Advisors
Michigan
$56K -$1.05K -15 -2%
AWM
1316
AllSquare Wealth Management
New York
$56K +$49.8K +708 +708%
BWA
1317
Burt Wealth Advisors
Maryland
$55K
LYV
1318
Live Your Vision
Pennsylvania
$55K
CCMW
1319
Cypress Capital Management (Wyoming)
Wyoming
$54K +$6.68K +95 +14%
GEA
1320
Glen Eagle Advisors
New Jersey
$53.4K +$3.02K +43 +6%
LFA
1321
Legacy Financial Advisors
Kentucky
$52K +$1.83K +26 +4%
IBOK
1322
Independence Bank of Kentucky
Kentucky
$51K +$14.1K +200 +37%
VCM
1323
Vigilant Capital Management
Maine
$50K -$10.4K -148 -17%
WHG
1324
Westwood Holdings Group
Texas
$49K
MSE
1325
MUFG Securities EMEA
United Kingdom
$49K +$49.6K +706 New

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.