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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
SWMG
1401
Signature Wealth Management Group
Georgia
$8K -$1.42K -20 -15%
OPWM
1402
Oak Point Wealth Management
Michigan
$8K
GWS
1403
Glassman Wealth Services
Virginia
$8K +$285 +4 +4%
NWM
1404
Northwest Wealth Management
Iowa
$8K +$8.12K +114 New
MCM
1405
Mainstay Capital Management
Michigan
$7K -$1.14K -16 -13%
AWM
1406
AllSquare Wealth Management
New York
$7K
CAL
1407
Capital Advisors Ltd
Ohio
$7K
OFW
1408
Omnia Family Wealth
Florida
$5K -$926 -13 -16%
CAL
1409
Capital Analysts LLC
Pennsylvania
$5K
FCAG
1410
First Capital Advisors Group
New Jersey
$5K +$5.2K +73 New
OAJ
1411
Ogorek Anthony Joseph
New York
$5K +$5.41K +76 New
JA
1412
JOYN Advisors
Georgia
$4K +$4.49K +63 New
HH
1413
HWG Holdings
Texas
$3K +$2.99K +42 New
SLF
1414
Sun Life Financial
Ontario, Canada
$2.89K -$1.45M -20,353 -99%
HA
1415
Hamel Associates
New Jersey
$2.84K -$127K -1,789 -4%
WPA
1416
West Paces Advisors
Georgia
$2.73K
CIA
1417
Covington Investment Advisors
Pennsylvania
$2.55K +$7.12K +100 +0.3%
EWM
1418
Elmwood Wealth Management
California
$2.25K +$2.35K +33 New
Parallax Volatility Advisers
1419
Parallax Volatility Advisers
California
$1K -$1.07M -14,986 -100%
PW
1420
Price Wealth
Texas
$1K -$1.14K -16 -50%
TFA
1421
Transamerica Financial Advisors
Florida
$1K -$71 -1 -7%
CAC
1422
Certified Advisory Corp
Florida
$1K
PGWM
1423
Parisi Gray Wealth Management
New Jersey
$1K +$712 +10 New
DWM
1424
Destination Wealth Management
California
$1K +$926 +13 New
FA
1425
Fagan Associates
New York
$560 +$51.6K +725 +10%

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.