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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
AWM
1326
AllSquare Wealth Management
New York
$62K
LYV
1327
Live Your Vision
Pennsylvania
$61K
CCMW
1328
Cypress Capital Management (Wyoming)
Wyoming
$60K
GEA
1329
Glen Eagle Advisors
New Jersey
$59.1K
ICM
1330
IMS Capital Management
Oregon
$58K +$56.1K +760 New
RMAM
1331
Raab & Moskowitz Asset Management
New Jersey
$57K +$55K +746 New
LFA
1332
Legacy Financial Advisors
Kentucky
$56K
BCM
1333
Brasada Capital Management
Texas
$55K +$3.84K +52 +8%
IBOK
1334
Independence Bank of Kentucky
Kentucky
$54K -$2.88K -39 -5%
OSNBOA
1335
Old Second National Bank of Aurora
Illinois
$54K
WHG
1336
Westwood Holdings Group
Texas
$54K
TG
1337
TLP Group
Illinois
$53K -$14.5K -196 -22%
QAM
1338
QCI Asset Management
New York
$52K
1832 Asset Management
1339
1832 Asset Management
Ontario, Canada
$51K -$64.8M -878,799 -100%
PSC
1340
Prentiss Smith & Co
Vermont
$49K
AC
1341
Avestar Capital
New York
$48K -$707K -9,579 -94%
JFA
1342
JNBA Financial Advisors
Minnesota
$47K -$261K -3,540 -85%
AOWM
1343
Alpha Omega Wealth Management
Virginia
$47K -$4.87K -66 -10%
JA
1344
JOYN Advisors
Georgia
$46K +$8.85K +120 +25%
SAM
1345
Shamrock Asset Management
Texas
$45K
TA
1346
Townsend & Associates
Colorado
$43K +$221 +3 +0.5%
SIS
1347
Sound Income Strategies
Florida
$43K +$28K +380 +204%
WIM
1348
Westside Investment Management
California
$39.9K
PCFFS
1349
Pacific Center for Financial Services
California
$39K +$1.11K +15 +3%
CA
1350
Centerpoint Advisors
Massachusetts
$38K

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.