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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
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$4.8M +$2.07M +38,633 +78%
RSVP
327
Ramsay Stattman Vela & Price
Colorado
$4.78M -$42.3K -790 -0.9%
MIC
328
MU Investments Company
Japan
$4.77M
GSBTD
329
Glenview State Bank Trust Department
Illinois
$4.77M +$50.9K +950 +1%
PAM
330
Paradigm Asset Management
New York
$4.75M +$697K +13,000 +18%
MSA
331
Mason Street Advisors
Wisconsin
$4.75M +$21.5K +401 +0.5%
Federated Hermes
332
Federated Hermes
Pennsylvania
$4.74M -$11.9M -221,208 -72%
CCT
333
Chemung Canal Trust
New York
$4.71M -$157K -2,925 -3%
Victory Capital Management
334
Victory Capital Management
Texas
$4.7M +$867K +16,177 +23%
HAI
335
Hennessy Advisors Inc
California
$4.68M -$139K -2,600 -3%
FBP
336
Flippin Bruce & Porter
Virginia
$4.64M +$368K +6,875 +9%
BCM
337
Brookstone Capital Management
Illinois
$4.62M +$660K +12,320 +17%
LTFS
338
Ladenburg Thalmann Financial Services
Florida
$4.61M +$885K +16,518 +24%
CCM
339
Covington Capital Management
California
$4.6M -$7.07K -132 -0.2%
GG
340
Gofen & Glossberg
Illinois
$4.6M -$181K -3,373 -4%
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$4.57M
AG
342
Advisor Group
Arizona
$4.52M +$97.8K +1,824 +2%
HL
343
HeadInvest LLC
Maine
$4.51M -$109K -2,037 -2%
DILH
344
Dai-ichi Life Holdings
Japan
$4.39M -$1.04M -19,361 -19%
LNB
345
Ledyard National Bank
$4.38M +$3.64K +68 +0.1%
RT
346
Rockland Trust
Massachusetts
$4.32M +$63.8K +1,191 +2%
LAM
347
Lebenthal Asset Management
New York
$4.31M -$349K -6,516 -8%
DAS
348
Dynamic Advisor Solutions
Arizona
$4.3M +$407K +7,591 +11%
Lazard Asset Management
349
Lazard Asset Management
New York
$4.29M -$3.8M -70,948 -47%
ADMI
350
Albert D. Mason Inc
Massachusetts
$4.29M +$1.86M +34,615 +79%

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.