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Emerson Electric

1,417 hedge funds and large institutions have $34.5B invested in Emerson Electric in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 477 increasing their positions, 584 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $240M | Put options by funds: $184M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

12% more capital invested

Capital invested by funds: $30.9B → $34.5B (+$3.6B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.34% more ownership

Funds ownership: 71.41%71.74% (+0.34%)

0% more funds holding

Funds holding: 1,4161,417 (+1)

18% less repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 584

Holders
1,417
Holders Change
+1
Holders Change %
+0.07%
% of All Funds
32.39%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.57%
New
82
Increased
477
Reduced
584
Closed
70
Calls
$240M
Puts
$184M
Net Calls
+$56.2M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1301
WealthTrust Fairport
Ohio
$96K -$6.12K -83 -6%
BWA
1302
Burt Wealth Advisors
Maryland
$93K +$30.4K +412 +52%
AF
1303
Allworth Financial
California
$92K -$1.33K -18 -1%
ABA
1304
American Beacon Advisors
Texas
$92K +$7.01K +95 +9%
LA
1305
Legacy Advisors
Pennsylvania
$92K +$44.1K +598 +100%
PAMG
1306
Patton Albertson Miller Group
Tennessee
$92K +$103K +1,400 New
TCCM
1307
Timber Creek Capital Management
Massachusetts
$91K -$3.69K -50 -4%
PWAG
1308
Polaris Wealth Advisory Group
California
$91K +$87.6K +1,188 New
CWM
1309
Catamount Wealth Management
Connecticut
$84K
TNBTD
1310
Trustmark National Bank Trust Department
Mississippi
$84K +$81.1K +1,100 New
BBA
1311
Braun-Bostich & Associates
Pennsylvania
$83K +$48.9K +663 +159%
VAIA
1312
Virtus Alternative Investment Advisers
Connecticut
$83K +$80K +1,085 New
FMP
1313
Financial Management Professionals
Texas
$81K
RAM
1314
Riggs Asset Management
Pennsylvania
$80K
CAM
1315
Close Asset Management
United Kingdom
$77K
CPA
1316
Cowen Prime Advisors
New York
$77K
GAM
1317
Gemmer Asset Management
California
$77K
PFGIA
1318
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$35.9K +486 +94%
MYIA
1319
Mount Yale Investment Advisors
Colorado
$71K -$26.3K -357 -26%
AWM
1320
Avior Wealth Management
Nebraska
$70K
SWA
1321
Sutton Wealth Advisors
Florida
$69.9K
SIAS
1322
Shine Investment Advisory Services
Colorado
$69K
CFGS
1323
Concourse Financial Group Securities
Alabama
$69K +$66.6K +903 New
CAL
1324
Capital Advisors Ltd
Ohio
$68K +$58.1K +787 +787%
EA
1325
Elm Advisors
California
$63K +$60.9K +825 New

EMR Hedge Fund Activity: Q3 2018 in Review

1,417 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2018, worth a combined $34.5B — up 12% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EMR positions and 70 closed out — a net gain of 12 holders — while 477 added to existing stakes and 584 trimmed.

The largest buyer was Ameriprise, adding an estimated $148M. The largest seller was Adage Capital Partners, cutting an estimated $152M.

  • 1,417 institutional investors held Emerson Electric (EMR) as of Q3 2018, up from 1,416 in Q2 2018.
  • Funds reported $34.5B of Emerson Electric stock for Q3 2018, up 12% quarter-over-quarter.
  • 82 funds opened new Emerson Electric positions in Q3 2018 and 70 closed out, a net change of +12 holders.
  • The largest Emerson Electric buyer in Q3 2018 was Ameriprise, an estimated $148M added.
  • The largest Emerson Electric seller in Q3 2018 was Adage Capital Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.