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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
HL
1376
Harding Loevner
New Jersey
$13K
CFC
1377
Coyle Financial Counsel
Illinois
$13K +$13K +185 New
GI
1378
Gradient Investments
Minnesota
$12K
PA
1379
Perennial Advisors
New York
$12K
LC
1380
Landaas & Company
Wisconsin
$11K +$10.7K +152 New
PCM
1381
Princeton Capital Management
New Jersey
$10K
HS
1382
Horan Securities
United States
$10K +$10.5K +150 New
RFA
1383
Reilly Financial Advisors
California
$9K -$31.6K -450 -77%
ML
1384
McAdam LLC
Pennsylvania
$9K
GWS
1385
Glassman Wealth Services
Virginia
$9K +$843 +12 +10%
CI
1386
CX Institutional
Indiana
$9K +$8.64K +123 New
NWM
1387
Northwest Wealth Management
Iowa
$8K
NCM
1388
Nelson Capital Management
California
$7K -$9.14K -130 -56%
FGAM
1389
Financial Gravity Asset Management
Texas
$7K -$3.09K -44 -33%
CAL
1390
Capital Advisors Ltd
Ohio
$7K
MCM
1391
Mainstay Capital Management
Michigan
$7K
OFS
1392
Orrstown Financial Services
Pennsylvania
$7K +$7.03K +100 New
PC
1393
Polar Capital
United Kingdom
$6.21K +$422K +6,000 +7%
PW
1394
Price Wealth
Texas
$6K +$5.34K +76 +475%
OAJ
1395
Ogorek Anthony Joseph
New York
$5K
RA
1396
Rational Advisors
New York
$4K -$5.13K -73 -56%
SWMG
1397
Signature Wealth Management Group
Georgia
$4K -$4.22K -60 -52%
CIA
1398
CSat Investment Advisory
Michigan
$4K +$3.58K +51 New
GRP
1399
Global Retirement Partners
California
$3K -$214K -3,049 -99%
CDIA
1400
Capital Directions Investment Advisors
Georgia
$3K +$2.95K +42 New

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.