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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
BC
1376
Barnett & Company
Tennessee
$18K -$10.7K -150 -37%
ME
1377
McIlrath & Eck
Washington
$17K
NCM
1378
Nelson Capital Management
California
$16K
GFP
1379
Gryphon Financial Partners
Ohio
$15K -$59.7K -838 -80%
AWM
1380
Avondale Wealth Management
Texas
$15K
BBA
1381
Braun-Bostich & Associates
Pennsylvania
$15K +$15.4K +216 New
PAI
1382
Pittenger & Anderson Inc
Nebraska
$14K -$14.2K -200 -50%
AIM
1383
Advantage Investment Management
Iowa
$14K
FWM
1384
Focused Wealth Management
New York
$14K
HCM
1385
Horrell Capital Management
Arkansas
$14K
TCM
1386
Tradewinds Capital Management
Washington
$14K
TC
1387
Trust Company
Kansas
$14K
OBWP
1388
O'Brien Wealth Partners
Massachusetts
$14K +$14.5K +203 New
ANBT
1389
American National Bank & Trust
Texas
$13K +$13.1K +184 New
HL
1390
Harding Loevner
New Jersey
$13K +$13.2K +185 New
PA
1391
Perennial Advisors
New York
$12K
GI
1392
Gradient Investments
Minnesota
$12K +$11K +154 +670%
WCM
1393
Wealthcare Capital Management
Virginia
$10K +$9.97K +140 New
PCM
1394
Princeton Capital Management
New Jersey
$10K +$10.3K +145 New
TC
1395
Trilogy Capital
California
$10K +$10.8K +151 New
FGC
1396
Financial Gravity Companies
Texas
$9K +$997 +14 +12%
RA
1397
Rational Advisors
New York
$9K +$9.33K +131 New
ML
1398
McAdam LLC
Pennsylvania
$9K +$9.47K +133 New
FGAM
1399
Financial Gravity Asset Management
Texas
$9K +$9.54K +134 New
Nomura Holdings
1400
Nomura Holdings
Japan
$8.97K +$4.76M +66,860 +103%

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.