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Emerson Electric

1,458 hedge funds and large institutions have $30.2B invested in Emerson Electric in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 513 increasing their positions, 583 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $205M | Put options by funds: $83.6M

91% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,4071,458 (+51)

0.35% more ownership

Funds ownership: 71.65%72.01% (+0.35%)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 583

Holders
1,458
Holders Change
+51
Holders Change %
+3.62%
% of All Funds
31.56%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
134
Increased
513
Reduced
583
Closed
70
Calls
$205M
Puts
$83.6M
Net Calls
+$122M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1326
Blume Capital Management
California
$103K -$6.58K -100 -6%
OIA
1327
Optimum Investment Advisors
Illinois
$103K
VCM
1328
Versant Capital Management
Arizona
$100K -$32.4K -493 -25%
LFA
1329
Legacy Financial Advisors
Kentucky
$99K +$33.7K +513 +55%
NIM
1330
NuWave Investment Management
New Jersey
$97K +$93.3K +1,419 New
FNC
1331
First National Corp
Massachusetts
$94K -$8.55K -130 -9%
BWM
1332
Baystate Wealth Management
Massachusetts
$94K -$5.26K -80 -6%
FCA
1333
FinTrust Capital Advisors
South Carolina
$93K -$82.5K -1,255 -48%
FFC
1334
First Financial Corp
Indiana
$91K -$6.58K -100 -7%
CWA
1335
Clarus Wealth Advisors
Arizona
$91K +$658 +10 +0.8%
PFO
1336
Pathstone Family Office
New Jersey
$90K +$87.2K +1,326 New
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$89K
Marshall Wace
1338
Marshall Wace
United Kingdom
$88K -$231K -3,519 -73%
KPCM
1339
Kings Point Capital Management
New York
$88K
TCM
1340
Tradewinds Capital Management
Washington
$88K
NCM
1341
New Capital Management
Texas
$87K +$66 +1 +0.1%
BWA
1342
Burt Wealth Advisors
Maryland
$83K
AF
1343
Allworth Financial
California
$82K
TCCM
1344
Timber Creek Capital Management
Massachusetts
$82K
CWM
1345
Catamount Wealth Management
Connecticut
$75K
TNBTD
1346
Trustmark National Bank Trust Department
Mississippi
$75K
FMP
1347
Financial Management Professionals
Texas
$73K -$237K -3,600 -77%
SLF
1348
Sun Life Financial
Ontario, Canada
$72K -$45.3K -689 -40%
GAM
1349
Gemmer Asset Management
California
$69K
LWM
1350
Liberty Wealth Management
California
$69K

EMR Hedge Fund Activity: Q1 2019 in Review

1,458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2019, worth a combined $30.2B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EMR positions and 70 closed out — a net gain of 64 holders — while 513 added to existing stakes and 583 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Vanguard Group, cutting an estimated $391M.

  • 1,458 institutional investors held Emerson Electric (EMR) as of Q1 2019, up from 1,407 in Q4 2018.
  • Funds reported $30.2B of Emerson Electric stock for Q1 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Emerson Electric positions in Q1 2019 and 70 closed out, a net change of +64 holders.
  • The largest Emerson Electric buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Emerson Electric seller in Q1 2019 was Vanguard Group, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2019.