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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
JGUA
126
John G. Ullman & Associates
New York
$32.4M +$377K +5,105 +1%
Two Sigma Investments
127
Two Sigma Investments
New York
$32.1M -$4.45M -60,291 -13%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$31.5M +$24.7M +334,462 +438%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$31.4M +$16.9M +228,935 +127%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$30.5M +$1.07M +14,456 +4%
SLAM
131
Swiss Life Asset Management
$30.4M +$16.4M +222,432 +127%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$30.3M -$860K -11,652 -3%
HNB
133
Huntington National Bank
Ohio
$29.7M +$106K +1,441 +0.4%
BTS
134
BB&T Securities
Virginia
$29.6M +$530K +7,191 +2%
Lord, Abbett & Co
135
Lord, Abbett & Co
New Jersey
$29.5M +$3.95M +53,600 +16%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$29.3M +$9.12M +123,692 +48%
SB
137
Suntrust Banks
Georgia
$27.3M +$171K +2,319 +0.7%
ST
138
Sabal Trust
Florida
$26.8M +$2.03M +27,572 +9%
JFL
139
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.6M -$1.56M -21,180 -5%
CS
140
Candriam SCA
Luxembourg
$26.1M -$8.44M -114,443 -25%
DRZID
141
DePrince Race & Zollo Inc (DRZ)
Florida
$26M -$14M -189,324 -36%
ZIM
142
Zacks Investment Management
Illinois
$25.2M -$118K -1,597 -0.5%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$24.8M +$2.47M +33,519 +12%
CSIC
144
Clifford Swan Investment Counsel
California
$24.2M -$778K -10,544 -3%
BHC
145
Bowen Hanes & Co
Florida
$24.1M +$17.8M +241,381 +328%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$23.9M +$1.4M +19,007 +6%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$23.7M +$12M +163,186 +111%
HAM
148
Highstreet Asset Management
Ontario, Canada
$23.3M +$261K +3,540 +1%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$23M -$10.6M -144,179 -33%
Man Group
150
Man Group
United Kingdom
$23M +$9.69M +131,421 +78%

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.