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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
MSA
1351
Marino Stram & Associates
Massachusetts
$37K
SFG
1352
Sage Financial Group
Pennsylvania
$37K
SHJ
1353
Sharkey, Howes & Javer
Colorado
$34K
YWP
1354
YorkBridge Wealth Partners
New York
$34K
MA
1355
MCF Advisors
Kentucky
$33K +$31.4K +425 New
CQS
1356
Credential Qtrade Securities
$32.5K +$31.4K +425 New
LFG
1357
LifePlan Financial Group
Ohio
$32K
CC
1358
Claybrook Capital
Massachusetts
$31K
QCIG
1359
Quad-Cities Investment Group
Iowa
$30K
BA
1360
Ballew Advisors
Mississippi
$29K +$148 +2 +0.5%
TC
1361
Trilogy Capital
California
$29K +$5.53K +75 +25%
PCP
1362
Proficio Capital Partners
Massachusetts
$28K -$1.55K -21 -5%
CAG
1363
Csenge Advisory Group
Florida
$28K +$31.4K +425 New
WG
1364
Welch Group
Alabama
$27.3K +$95.3K +1,292 +0.4%
EARNEST Partners
1365
EARNEST Partners
Georgia
$27K
KL
1366
KWMG LLC
Kansas
$27K
TFA
1367
Transamerica Financial Advisors
Florida
$27K +$23.9K +324 +1,543%
NSB
1368
Norway Savings Bank
Maine
$26K -$7.38K -100 -23%
LWM
1369
Lenox Wealth Management
Ohio
$26K
CAL
1370
Capital Analysts LLC
Pennsylvania
$24K
GWA
1371
Guidant Wealth Advisors
Illinois
$24K
FMTCOCP
1372
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
TC
1373
Trust Company
Kansas
$23K
RA
1374
Rational Advisors
New York
$23K +$18K +244 +421%
WCM
1375
Wealthcare Capital Management
Virginia
$22K

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.