We are live on ! Find out more
EMR icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B +$89.6M +1,214,362 +2%
BlackRock
2
BlackRock
New York
$3.04B -$8.31M -112,604 -0.3%
State Street
3
State Street
Massachusetts
$2.2B +$110M +1,494,058 +5%
Bank of America
4
Bank of America
North Carolina
$1.7B -$69.5M -942,425 -4%
Capital World Investors
5
Capital World Investors
California
$1.17B +$73.8M +1,000,000 +7%
LP
6
Longview Partners
Guernsey
$1.03B -$13.4M -182,100 -1%
Wells Fargo
7
Wells Fargo
California
$752M -$4.83M -65,484 -0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$718M -$99M -1,342,594 -13%
Northern Trust
9
Northern Trust
Illinois
$707M -$23M -311,757 -3%
Invesco
10
Invesco
Georgia
$572M -$11.7M -158,068 -2%
Ameriprise
11
Ameriprise
Minnesota
$554M +$148M +2,007,226 +45%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$538M +$23.1M +313,639 +5%
Norges Bank
13
Norges Bank
Norway
$519M +$53.5M +724,784 +12%
AAMU
14
Amundi Asset Management US
Massachusetts
$506M +$86.6M +1,173,873 +22%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$480M -$20.2M -273,922 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$432M +$925K +12,544 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$411M -$6.97M -94,490 -2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$380M -$19.9M -270,223 -5%
Charles Schwab
19
Charles Schwab
California
$329M +$9.84M +133,430 +3%
Goldman Sachs
20
Goldman Sachs
New York
$310M -$27.4M -371,395 -8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$293M +$28.9M +391,320 +11%
American Century Companies
22
American Century Companies
Missouri
$273M -$75.8M -1,028,143 -22%
Legal & General Group
23
Legal & General Group
United Kingdom
$249M +$10.7M +145,296 +5%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$228M -$152M -2,053,767 -41%
US Bancorp
25
US Bancorp
Minnesota
$222M -$4.35M -58,961 -2%

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.