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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
UCFA
151
United Capital Financial Advisors
Texas
$22.6M +$8.78M +119,007 +67%
GT
152
Glenmede Trust
Pennsylvania
$22.4M -$407K -5,516 -2%
HFS
153
HL Financial Services
Kentucky
$22.4M +$1.14M +15,457 +6%
PFM
154
Parsec Financial Management
North Carolina
$22.4M +$279K +3,787 +1%
Citigroup
155
Citigroup
New York
$22.3M +$1.26M +17,104 +6%
Retirement Systems of Alabama
156
Retirement Systems of Alabama
Alabama
$22.2M -$441K -5,979 -2%
PL
157
Plancorp LLC
Missouri
$22.1M +$184K +2,493 +0.9%
NB
158
Norinchukin Bank
Japan
$22M +$251K +3,399 +1%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$22M -$663K -8,985 -3%
BAM
160
Berkshire Asset Management
Pennsylvania
$21.9M +$1.26M +17,017 +6%
Axa
161
Axa
France
$21.6M +$111K +1,499 +0.5%
ClearBridge Investments
162
ClearBridge Investments
New York
$21.3M -$1.91M -25,956 -9%
TU
163
TDAM USA
Ontario, Canada
$21.1M -$175K -2,370 -0.8%
HighTower Advisors
164
HighTower Advisors
Illinois
$21M -$772K -10,471 -4%
ACM
165
Argent Capital Management
Missouri
$20.9M -$1.54M -20,920 -7%
MTC
166
McDaniel Terry & Co
Texas
$20.8M -$202K -2,736 -1%
BG
167
Bahl & Gaynor
Ohio
$20.7M +$153K +2,075 +0.8%
ACI
168
AMP Capital Investors
Australia
$20.5M +$2.03M +27,478 +11%
HI
169
Honeywell International
North Carolina
$20.2M -$3.04M -41,200 -14%
BF
170
BOK Financial
Oklahoma
$20M -$155K -2,099 -0.8%
Janus Henderson Group
171
Janus Henderson Group
United Kingdom
$19.9M +$3.21M +43,567 +20%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$19.8M -$37.3M -505,653 -66%
Nordea Investment Management
173
Nordea Investment Management
Sweden
$19.8M +$9.06M +122,882 +90%
ADEF
174
Adams Diversified Equity Fund
Maryland
$19.7M
PWLP
175
Prio Wealth Limited Partnership
Massachusetts
$19.7M +$160K +2,174 +0.9%

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.