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Emerson Electric

1,206 hedge funds and large institutions have $25.1B invested in Emerson Electric in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 461 increasing their positions, 496 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $235M | Put options by funds: $102M

6% more capital invested

Capital invested by funds: $23.6B → $25.1B (+$1.42B)

1.31% more ownership

Funds ownership: 70.47%71.78% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

7% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 496

2% less funds holding

Funds holding: 1,2331,206 (-27)

19% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 67

Holders
1,206
Holders Change
-27
Holders Change %
-2.19%
% of All Funds
32.18%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
54
Increased
461
Reduced
496
Closed
67
Calls
$235M
Puts
$102M
Net Calls
+$133M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
301
Delta Asset Management
Tennessee
$5.47M +$43.7K +816 +0.8%
MCM
302
Matarin Capital Management
New York
$5.45M +$5.35M +99,894 New
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$5.4M +$164K +3,057 +3%
MNA
304
Manning & Napier Advisors
New York
$5.38M -$121K -2,259 -2%
FIB
305
First Interstate Bank
Montana
$5.35M -$323K -6,019 -6%
PAG
306
Private Advisor Group
New Jersey
$5.35M -$791K -14,761 -13%
SCM
307
Sterling Capital Management
North Carolina
$5.27M +$136K +2,542 +3%
GW
308
GW & Wade
Massachusetts
$5.25M +$525K +9,802 +11%
TCOV
309
Trust Company of Vermont
Vermont
$5.23M -$225K -4,195 -4%
CFB
310
Cullen/Frost Bankers
Texas
$5.21M -$795K -14,841 -13%
DIA
311
Dean Investment Associates
Ohio
$5.19M +$46.3K +863 +0.9%
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$5.16M -$2.63M -49,090 -34%
JMPWA
313
JP Morgan Private Wealth Advisors
California
$5.11M -$6.1M -113,786 -55%
BHWM
314
Bar Harbor Wealth Management
New Hampshire
$5.11M -$37.3K -696 -0.7%
SC
315
SouthState Corp
Florida
$5.04M +$772K +14,398 +18%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$5.01M +$863K +16,107 +21%
PAM
317
Peak Asset Management
Colorado
$5M -$20.8K -389 -0.4%
LM
318
Lincluden Management
Ontario, Canada
$5M +$67.3K +1,255 +1%
SWM
319
SVA Wealth Management
Wisconsin
$4.99M -$104K -1,948 -2%
RB
320
Rodgers Brothers
Pennsylvania
$4.91M -$45.3K -846 -0.9%
KFP
321
Keystone Financial Planning
Ohio
$4.9M +$26.7K +498 +0.6%
SRC
322
Stone Run Capital
New York
$4.9M -$525K -9,800 -10%
CFSG
323
Community Financial Services Group
Vermont
$4.88M +$3.01M +56,110 +168%
TCM
324
Twin Capital Management
Pennsylvania
$4.86M +$594K +11,084 +14%
IR
325
IAT Reinsurance
New York
$4.85M +$2.09M +39,000 +78%

EMR Hedge Fund Activity: Q3 2016 in Review

1,206 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2016, worth a combined $25.1B — up 6% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of EMR and 54 opened new positions — a net loss of 13 holders — while 496 trimmed existing stakes and 461 added.

The largest buyer was Capital World Investors, adding an estimated $182M. The largest seller was Focused Investors, exiting entirely with an estimated $72.1M sold.

  • 1,206 institutional investors held Emerson Electric (EMR) as of Q3 2016, down from 1,233 in Q2 2016.
  • Funds reported $25.1B of Emerson Electric stock for Q3 2016, up 6% quarter-over-quarter.
  • 54 funds opened new Emerson Electric positions in Q3 2016 and 67 closed out, a net change of -13 holders.
  • The largest Emerson Electric buyer in Q3 2016 was Capital World Investors, an estimated $182M added.
  • The largest Emerson Electric seller in Q3 2016 was Focused Investors, an estimated $72.1M sold.

Based on aggregated 13F filings for Q3 2016.