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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
CC
1351
Claybrook Capital
Massachusetts
$28K
QCIG
1352
Quad-Cities Investment Group
Iowa
$28K +$28.2K +401 New
PCP
1353
Proficio Capital Partners
Massachusetts
$27K
EARNEST Partners
1354
EARNEST Partners
Georgia
$24K
KL
1355
KWMG LLC
Kansas
$24K +$24.5K +349 New
LWM
1356
Lenox Wealth Management
Ohio
$23K
PMG
1357
ProVise Management Group
Florida
$22.9K -$764K -10,865 -8%
CAL
1358
Capital Analysts LLC
Pennsylvania
$22K +$17.6K +250 +379%
FMTCOCP
1359
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
GWA
1360
Guidant Wealth Advisors
Illinois
$21K +$492 +7 +2%
TC
1361
Trust Company
Kansas
$21K +$7.03K +100 +49%
TC
1362
Trilogy Capital
California
$21K +$10.3K +147 +97%
WCM
1363
Wealthcare Capital Management
Virginia
$20K +$10.5K +150 +107%
BCA
1364
Bray Capital Advisors
Florida
$19K
Qube Research & Technologies (QRT)
1365
Qube Research & Technologies (QRT)
United Kingdom
$17K -$75.5K -1,074 -81%
ME
1366
McIlrath & Eck
Washington
$17K
PRS
1367
Pinkerton Retirement Specialists
Idaho
$17K +$17.4K +248 New
AWM
1368
Avondale Wealth Management
Texas
$16K
GFP
1369
Gryphon Financial Partners
Ohio
$15K -$141 -2 -0.9%
AIM
1370
Advantage Investment Management
Iowa
$14K
FWM
1371
Focused Wealth Management
New York
$14K
HCM
1372
Horrell Capital Management
Arkansas
$14K
PAI
1373
Pittenger & Anderson Inc
Nebraska
$14K
TCM
1374
Tradewinds Capital Management
Washington
$14K
SIS
1375
Sound Income Strategies
Florida
$13K -$6.04K -86 -32%

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.