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Emerson Electric

1,373 hedge funds and large institutions have $31B invested in Emerson Electric in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 467 increasing their positions, 540 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 68

67% more funds holding in top 10

Funds holding in top 10: 1525 (+10)

36% more call options, than puts

Call options by funds: $238M | Put options by funds: $175M

10% more capital invested

Capital invested by funds: $28.1B → $31B (+$2.88B)

8% more funds holding

Funds holding: 1,2741,373 (+99)

0.08% less ownership

Funds ownership: 69.86%69.78% (-0.08%)

14% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 540

Holders
1,373
Holders Change
+99
Holders Change %
+7.77%
% of All Funds
31.14%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.57%
New
177
Increased
467
Reduced
540
Closed
68
Calls
$238M
Puts
$175M
Net Calls
+$62.9M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.13B +$40.1M +619,516 +1%
BlackRock
2
BlackRock
New York
$2.86B +$17M +262,289 +0.6%
State Street
3
State Street
Massachusetts
$2.08B -$9.72M -149,998 -0.5%
Bank of America
4
Bank of America
North Carolina
$1.51B -$7.95M -122,717 -0.6%
LP
5
Longview Partners
Guernsey
$998M +$36.6M +564,510 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$888M -$39.9M -615,610 -5%
Capital World Investors
7
Capital World Investors
California
$798M
Wells Fargo
8
Wells Fargo
California
$733M +$16.5M +254,992 +2%
Invesco
9
Invesco
Georgia
$681M -$69M -1,064,276 -10%
Northern Trust
10
Northern Trust
Illinois
$678M -$13.3M -204,818 -2%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$554M -$16.8M -259,084 -3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$494M -$87.5M -1,350,471 -16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$453M +$12M +185,335 +3%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$416M +$107M +1,651,613 +38%
Goldman Sachs
15
Goldman Sachs
New York
$403M -$73.8M -1,138,218 -16%
Morgan Stanley
16
Morgan Stanley
New York
$388M -$18M -278,509 -5%
American Century Companies
17
American Century Companies
Missouri
$385M +$55.8M +861,558 +18%
Norges Bank
18
Norges Bank
Norway
$320M -$14.1M -217,764 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$273M +$172M +2,649,939 +210%
Capital Research Global Investors
20
Capital Research Global Investors
California
$257M
Charles Schwab
21
Charles Schwab
California
$247M +$11M +169,144 +5%
Legal & General Group
22
Legal & General Group
United Kingdom
$242M +$1.06M +16,284 +0.5%
APG Asset Management
23
APG Asset Management
Netherlands
$228M +$778K +12,000 +0.3%
Citadel Advisors
24
Citadel Advisors
Florida
$220M +$198M +3,052,545 +3,134%
US Bancorp
25
US Bancorp
Minnesota
$215M -$4.01M -61,868 -2%

EMR Hedge Fund Activity: Q4 2017 in Review

1,373 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2017, worth a combined $31B — up 10% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new EMR positions and 68 closed out — a net gain of 109 holders — while 467 added to existing stakes and 540 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $198M. The largest seller was American International Group, cutting an estimated $553M.

  • 1,373 institutional investors held Emerson Electric (EMR) as of Q4 2017, up from 1,274 in Q3 2017.
  • Funds reported $31B of Emerson Electric stock for Q4 2017, up 10% quarter-over-quarter.
  • 177 funds opened new Emerson Electric positions in Q4 2017 and 68 closed out, a net change of +109 holders.
  • The largest Emerson Electric buyer in Q4 2017 was Citadel Advisors, an estimated $198M added.
  • The largest Emerson Electric seller in Q4 2017 was American International Group, an estimated $553M sold.

Based on aggregated 13F filings for Q4 2017.