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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
LYV
1326
Live Your Vision
Pennsylvania
$57K
BWA
1327
Burt Wealth Advisors
Maryland
$55K
AWA
1328
Acorn Wealth Advisors
Michigan
$55K +$24.5K +344 +73%
RBC
1329
Roble Belko & Company
Pennsylvania
$55K +$57K +800 New
HFP
1330
Holistic Financial Partners
Indiana
$52K
GEA
1331
Glen Eagle Advisors
New Jersey
$49.8K +$2.06K +29 +4%
WHG
1332
Westwood Holdings Group
Texas
$48K -$26.7K -375 -35%
OSNBOA
1333
Old Second National Bank of Aurora
Illinois
$48K
LFA
1334
Legacy Financial Advisors
Kentucky
$48K +$2.85K +40 +6%
NSB
1335
Norway Savings Bank
Maine
$47K -$5.48K -77 -10%
CCMW
1336
Cypress Capital Management (Wyoming)
Wyoming
$47K
QAM
1337
QCI Asset Management
New York
$47K
AOWM
1338
Alpha Omega Wealth Management
Virginia
$46K
RFWA
1339
RPg Family Wealth Advisory
Massachusetts
$45.1K -$641 -9 -1%
BCM
1340
Brasada Capital Management
Texas
$45K
HWP
1341
Hefty Wealth Partners
Indiana
$45K
PFGIA
1342
Patriot Financial Group Insurance Agency
Massachusetts
$43K
SAM
1343
Shamrock Asset Management
Texas
$43K
KA
1344
Kaizen Advisory
Illinois
$42K
TA
1345
Townsend & Associates
Colorado
$42K +$285 +4 +0.6%
LA
1346
Legacy Advisors
Pennsylvania
$41K
RFA
1347
Reilly Financial Advisors
California
$40K -$71.3K -1,002 -63%
PCIA
1348
Prime Capital Investment Advisors
Kansas
$39K +$40.3K +566 New
IBOK
1349
Independence Bank of Kentucky
Kentucky
$37K
WIM
1350
Westside Investment Management
California
$34.1K

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.