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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
FHC
1451
First Heartland Consultants
Missouri
-$282K -4,076 Closed
LP
1452
LMR Partners
United Kingdom
-$276K -3,990 Closed
PAG
1453
Pinnacle Advisory Group
Maryland
-$270K -3,906 Closed
PFS
1454
Prospera Financial Services
Texas
-$269K -3,887 Closed
PGA
1455
Premia Global Advisors
Florida
-$263K -3,852 Closed
BCM
1456
BTC Capital Management
Iowa
-$263K -3,815 Closed
CPA
1457
Clear Perspective Advisors
Illinois
-$244K -3,530 Closed
AUB
1458
Atlantic Union Bankshares
Virginia
-$233K -3,366 Closed
MIS
1459
Morningstar Investment Services
Illinois
-$231K -3,344 Closed
Fuller & Thaler Asset Management
1460
Fuller & Thaler Asset Management
California
-$228K -3,300 Closed
FCH
1461
Freestone Capital Holdings
Washington
-$225K -3,261 Closed
WP
1462
WealthSource Partners
California
-$222K -3,211 Closed
GA
1463
Geller Advisors
New York
-$219K -3,162 Closed
IP
1464
Investment Partners
Ohio
-$209K -3,016 Closed
BRF
1465
B. Riley Financial
California
-$214K -3,010 Closed
SI
1466
Sensato Investors
California
-$207K -3,000 Closed
GTAM
1467
Global Trust Asset Management
Florida
-$134K -1,934 Closed
RWP
1468
RWA Wealth Partners
Massachusetts
-$119K -1,720 Closed
FIA
1469
FNY Investment Advisers
New York
-$113K -1,643 Closed
BCA
1470
Bay Colony Advisors
Massachusetts
-$102K -1,479 Closed
PHK
1471
Point72 Hong Kong
Hong Kong
-$79K -1,145 Closed
GBBWRPM
1472
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$69K -1,000 Closed
IUHSA
1473
Itau Unibanco Holding S.A.
Brazil
-$58K -836 Closed
AWA
1474
Acorn Wealth Advisors
Michigan
-$56K -800 Closed
PCIA
1475
Prime Capital Investment Advisors
Kansas
-$39K -566 Closed

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.