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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
LOAMS
1451
Lombard Odier Asset Management (Switzerland)
Switzerland
-$373K -5,355 Closed
HWM
1452
Highwater Wealth Management
Colorado
-$340K -4,876 Closed
SFM
1453
Soros Fund Management
New York
-$321K -4,600 Closed
JDR
1454
Jay D. Rosenbaum
-$304K -4,375 Closed
TMAM
1455
Tokio Marine Asset Management
Japan
-$264K -3,789 Closed
HB
1456
Homrich & Berg
Georgia
-$253K -3,637 Closed
FAG
1457
Financial Advisory Group
Texas
-$249K -3,570 Closed
OC
1458
Oarsman Capital
Wisconsin
-$248K -3,561 Closed
RVPG
1459
Relative Value Partners Group
-$244K -3,500 Closed
SPC
1460
Stewart & Patten Company
California
-$230K -3,300 Closed
AA
1461
Apriem Advisors
California
-$230K -3,297 Closed
DWM
1462
Doyle Wealth Management
Florida
-$229K -3,293 Closed
NB
1463
Nicolet Bankshares
Wisconsin
-$229K -3,287 Closed
PP
1464
PDS Planning
Ohio
-$225K -3,235 Closed
BJL
1465
Brighton Jones LLC
Washington
-$208K -2,989 Closed
CC
1466
Cadinha & Co
Hawaii
-$207K -2,967 Closed
VFPI
1467
Vantage Financial Partners (Illinois)
Illinois
-$202K -2,900 Closed
CA
1468
Continuum Advisory
Idaho
-$201K -2,883 Closed
CA
1469
Calton & Associates
Florida
-$169K -2,329 Closed
AFNAS
1470
American Financial Network Advisory Services
California
-$157K -2,257 Closed
RPC
1471
Rossmore Private Capital
Connecticut
-$147K -2,110 Closed
ATFA
1472
All Terrain Financial Advisors
Minnesota
-$147K -2,103 Closed
Walleye Trading
1473
Walleye Trading
New York
-$145K -2,039 Closed
WA
1474
Winfield Associates
Ohio
-$94K -1,348 Closed
KJWM
1475
Kiley Juergens Wealth Management
Washington
-$68K -980 Closed

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.