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Emerson Electric

1,407 hedge funds and large institutions have $26.2B invested in Emerson Electric in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 435 increasing their positions, 608 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $180M | Put options by funds: $118M

2% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 132

0.09% less ownership

Funds ownership: 71.74%71.65% (-0.09%)

1% less funds holding

Funds holding: 1,4161,407 (-9)

24% less capital invested

Capital invested by funds: $34.5B → $26.2B (-$8.31B)

28% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 608

72% less funds holding in top 10

Funds holding in top 10: 257 (-18)

Holders
1,407
Holders Change
-9
Holders Change %
-0.64%
% of All Funds
31.35%
Holding in Top 10
7
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-72%
% of All Funds
0.16%
New
135
Increased
435
Reduced
608
Closed
132
Calls
$180M
Puts
$118M
Net Calls
+$62.7M
Net Calls Change
+$6.5M

EMR Hedge Fund Activity: Q4 2018 in Review

1,407 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2018, worth a combined $26.2B — down 24% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new EMR positions and 132 closed out — a net gain of 3 holders — while 435 added to existing stakes and 608 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $214M. The largest seller was Bank of America, cutting an estimated $586M.

  • 1,407 institutional investors held Emerson Electric (EMR) as of Q4 2018, down from 1,416 in Q3 2018.
  • Funds reported $26.2B of Emerson Electric stock for Q4 2018, down 24% quarter-over-quarter.
  • 135 funds opened new Emerson Electric positions in Q4 2018 and 132 closed out, a net change of +3 holders.
  • The largest Emerson Electric buyer in Q4 2018 was Fidelity Investments, an estimated $214M added.
  • The largest Emerson Electric seller in Q4 2018 was Bank of America, an estimated $586M sold.

Based on aggregated 13F filings for Q4 2018.