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Emerson Electric

1,238 hedge funds and large institutions have $24.1B invested in Emerson Electric in 2016 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 476 increasing their positions, 488 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $346M | Put options by funds: $73.7M

82% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

10% more capital invested

Capital invested by funds: $21.9B → $24.1B (+$2.19B)

3% more funds holding

Funds holding: 1,2071,238 (+31)

0.61% more ownership

Funds ownership: 70.6%71.21% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 488

Holders
1,238
Holders Change
+31
Holders Change %
+2.57%
% of All Funds
32.99%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
109
Increased
476
Reduced
488
Closed
60
Calls
$346M
Puts
$73.7M
Net Calls
+$272M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
276
L. Roy Papp & Associates
Arizona
$6.75M -$525K -10,877 -8%
OTPPB
277
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.68M +$1.12M +23,178 +23%
NRS
278
Neville Rodie & Shaw
New York
$6.68M -$48.2K -1,000 -0.8%
CIC
279
Crawford Investment Counsel
Georgia
$6.65M +$937K +19,435 +19%
EIA
280
Edgemoor Investment Advisors
Maryland
$6.59M +$102K +2,112 +2%
BCM
281
Birmingham Capital Management
Alabama
$6.55M -$117K -2,419 -2%
Brown Advisory
282
Brown Advisory
Maryland
$6.54M +$195K +4,036 +3%
CCM
283
Cadence Capital Management
Massachusetts
$6.54M -$7.91M -164,033 -58%
URS
284
Utah Retirement Systems
Utah
$6.53M +$9.64K +200 +0.2%
BCFA
285
BP Capital Fund Advisors
Texas
$6.47M +$5.74M +118,973 New
Two Sigma Investments
286
Two Sigma Investments
New York
$6.36M -$36.8M -762,597 -87%
Envestnet Asset Management
287
Envestnet Asset Management
Illinois
$6.24M +$723K +14,988 +15%
IP
288
Isthmus Partners
Wisconsin
$6.18M +$382K +7,922 +7%
KFS
289
Kurt F. Somerville
$6.16M -$1.93M -40,046 -26%
UOC
290
UBS O'Connor
Illinois
$6.14M +$5.44M +112,856 New
FAAS
291
First Allied Advisory Services
California
$6.09M -$399K -8,280 -7%
CFB
292
Cullen/Frost Bankers
Texas
$6.04M -$396K -8,217 -7%
WC
293
Woodstock Corp
Massachusetts
$6.04M +$513K +10,640 +11%
Creative Planning
294
Creative Planning
Kansas
$6.02M -$27.8K -577 -0.5%
GCAC
295
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.99M +$165K +3,430 +3%
CCC
296
Chelsea Counsel Company
California
$5.95M -$4.16M -86,214 -44%
MCM
297
Monarch Capital Management
Indiana
$5.91M +$417K +8,650 +9%
Skandinaviska Enskilda Banken (SEB)
298
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.88M -$96.5K -2,000 -2%
CCM
299
Chilton Capital Management
Texas
$5.83M -$1.37M -28,495 -21%
DHFB
300
Dixon Hubard Feinour & Brown
Virginia
$5.76M +$2.86M +59,340 +129%

EMR Hedge Fund Activity: Q1 2016 in Review

1,238 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2016, worth a combined $24.1B — up 10% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new EMR positions and 60 closed out — a net gain of 49 holders — while 476 added to existing stakes and 488 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $406M. The largest seller was Vanguard Group, cutting an estimated $140M.

  • 1,238 institutional investors held Emerson Electric (EMR) as of Q1 2016, up from 1,207 in Q4 2015.
  • Funds reported $24.1B of Emerson Electric stock for Q1 2016, up 10% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q1 2016 and 60 closed out, a net change of +49 holders.
  • The largest Emerson Electric buyer in Q1 2016 was Royal London Asset Management, an estimated $406M added.
  • The largest Emerson Electric seller in Q1 2016 was Vanguard Group, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2016.