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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
MCM
326
Matterhorn Capital Management
Texas
$4.95M -$1.9M -39,368 -30%
MIC
327
MU Investments Company
Japan
$4.91M
RB
328
Rodgers Brothers
Pennsylvania
$4.88M +$65.3K +1,354 +2%
LM
329
Lincluden Management
Ontario, Canada
$4.86M +$427K +8,860 +11%
IRF
330
IBM Retirement Fund
New York
$4.85M -$3.69M -76,479 -47%
Zurich Cantonal Bank
331
Zurich Cantonal Bank
Switzerland
$4.84M +$234K +4,852 +6%
HL
332
HeadInvest LLC
Maine
$4.83M -$66.4K -1,377 -2%
TH
333
Timber Hill
Connecticut
$4.83M +$2.52M +52,210 +143%
HAI
334
Hennessy Advisors Inc
California
$4.81M +$1.92M +39,900 +82%
KFP
335
Keystone Financial Planning
Ohio
$4.81M +$7.19K +149 +0.2%
SRP
336
Saddle Road Partners
Nebraska
$4.79M +$634K +13,156 +18%
AAF
337
Andra AP-fonden
Sweden
$4.79M -$463K -9,600 -10%
RSVP
338
Ramsay Stattman Vela & Price
Colorado
$4.78M -$205K -4,252 -5%
TRSOTSOK
339
Teachers Retirement System of the State of Kentucky
Kentucky
$4.76M -$14.5K -300 -0.3%
VV
340
Verity & Verity
South Carolina
$4.76M +$644K +13,345 +18%
LIA
341
LS Investment Advisors
Michigan
$4.73M +$253K +5,249 +6%
KCM
342
Kornitzer Capital Management
Kansas
$4.72M -$1.15M -23,825 -22%
GSBTD
343
Glenview State Bank Trust Department
Illinois
$4.67M +$2.41K +50 +0.1%
MSA
344
Mason Street Advisors
Wisconsin
$4.66M +$7.38K +153 +0.2%
PMG
345
ProVise Management Group
Florida
$4.64M +$700K +14,520 +21%
NIA
346
Northstar Investment Advisors
Colorado
$4.62M -$1.13M -23,350 -22%
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
$4.6M -$1.07M -22,190 -21%
Janus Henderson Group
348
Janus Henderson Group
United Kingdom
$4.53M +$112K +2,331 +3%
CCM
349
Covington Capital Management
California
$4.51M +$251K +5,210 +7%
HPC
350
HM Payson & Co
Maine
$4.49M +$11.6K +240 +0.3%

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.