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Emerson Electric

1,425 hedge funds and large institutions have $30.5B invested in Emerson Electric in 2018 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 413 increasing their positions, 668 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

4% more funds holding

Funds holding: 1,3731,425 (+52)

4% more call options, than puts

Call options by funds: $150M | Put options by funds: $144M

0.73% more ownership

Funds ownership: 69.78%70.51% (+0.73%)

2% less capital invested

Capital invested by funds: $31B → $30.5B (-$492M)

38% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 668

Holders
1,425
Holders Change
+52
Holders Change %
+3.79%
% of All Funds
32.66%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
122
Increased
413
Reduced
668
Closed
59
Calls
$150M
Puts
$144M
Net Calls
+$6.03M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B +$355M +4,990,539 +11%
BlackRock
2
BlackRock
New York
$2.73B -$76.5M -1,074,625 -3%
State Street
3
State Street
Massachusetts
$1.93B -$111M -1,557,147 -5%
Bank of America
4
Bank of America
North Carolina
$1.55B +$72.1M +1,012,640 +5%
Capital World Investors
5
Capital World Investors
California
$973M +$199M +2,800,000 +24%
LP
6
Longview Partners
Guernsey
$939M -$41.2M -578,750 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$758M -$117M -1,649,183 -13%
Wells Fargo
8
Wells Fargo
California
$672M -$47.9M -673,146 -6%
Northern Trust
9
Northern Trust
Illinois
$646M -$19.3M -271,621 -3%
Invesco
10
Invesco
Georgia
$510M -$164M -2,298,500 -24%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$497M +$93.3M +1,310,360 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$464M +$21.1M +296,058 +5%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$447M -$99.7M -1,400,661 -18%
Goldman Sachs
14
Goldman Sachs
New York
$409M +$14.7M +207,049 +4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$392M -$97.1M -1,363,041 -19%
Morgan Stanley
16
Morgan Stanley
New York
$375M -$5.43M -76,312 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$368M +$105M +1,470,793 +38%
EVM
18
Eaton Vance Management
Massachusetts
$313M +$165M +2,313,634 +102%
American Century Companies
19
American Century Companies
Missouri
$310M -$69.9M -982,042 -18%
Norges Bank
20
Norges Bank
Norway
$309M -$4.82M -67,702 -1%
Charles Schwab
21
Charles Schwab
California
$280M +$40.1M +562,596 +16%
Capital Research Global Investors
22
Capital Research Global Investors
California
$251M
Legal & General Group
23
Legal & General Group
United Kingdom
$223M -$14.7M -206,061 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$219M +$3.99M +56,005 +2%
US Bancorp
25
US Bancorp
Minnesota
$207M -$3.62M -50,811 -2%

EMR Hedge Fund Activity: Q1 2018 in Review

1,425 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2018, worth a combined $30.5B — down 1.6% from $31B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new EMR positions and 59 closed out — a net gain of 63 holders — while 413 added to existing stakes and 668 trimmed.

The largest buyer was Vanguard Group, adding an estimated $355M. The largest seller was Invesco, cutting an estimated $164M.

  • 1,425 institutional investors held Emerson Electric (EMR) as of Q1 2018, up from 1,373 in Q4 2017.
  • Funds reported $30.5B of Emerson Electric stock for Q1 2018, down 1.6% quarter-over-quarter.
  • 122 funds opened new Emerson Electric positions in Q1 2018 and 59 closed out, a net change of +63 holders.
  • The largest Emerson Electric buyer in Q1 2018 was Vanguard Group, an estimated $355M added.
  • The largest Emerson Electric seller in Q1 2018 was Invesco, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.