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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
EWM
426
Evercore Wealth Management
New York
$3.26M -$118K -2,210 -4%
SBH
427
Segall Bryant & Hamill
Illinois
$3.25M -$155K -2,899 -5%
BG
428
Bollard Group
Massachusetts
$3.25M +$35.3K +658 +1%
LA
429
Lynch & Associates
Indiana
$3.22M +$81.6K +1,523 +3%
DLCIG
430
D.L. Carlson Investment Group
New Hampshire
$3.21M -$60.9K -1,137 -2%
Natixis Advisors
431
Natixis Advisors
Massachusetts
$3.18M +$107K +1,994 +4%
TBA
432
Tower Bridge Advisors
Pennsylvania
$3.17M +$464K +8,655 +18%
Truist Financial
433
Truist Financial
North Carolina
$3.14M -$222K -4,147 -7%
SMM
434
Stadion Money Management
Georgia
$3.14M +$206K +3,853 +7%
CIM
435
Corbyn Investment Management
Maryland
$3.12M -$50.4K -940 -2%
Daiwa Securities Group
436
Daiwa Securities Group
Japan
$3.07M +$80.4K +1,500 +3%
DY
437
Dowling & Yahnke
California
$3.07M -$70.2K -1,310 -2%
WSFS
438
Wilmington Savings Fund Society
Delaware
$3.05M -$269K -5,017 -8%
EGM
439
Engineers Gate Manager
New York
$3.05M +$3M +55,957 New
CIM
440
Calvert Investment Management
Maryland
$3.02M +$167K +3,121 +6%
OC
441
Oppenheimer & Co
New York
$3.02M +$466K +8,698 +19%
CCM
442
Condor Capital Management
New Jersey
$3M
UR
443
USCA RIA
Texas
$2.99M +$892K +16,650 +44%
FIM
444
Fruth Investment Management
Texas
$2.97M -$32.2K -600 -1%
ACM
445
Argyle Capital Management
Pennsylvania
$2.96M -$32.2K -600 -1%
WB
446
WesBanco Bank
West Virginia
$2.96M -$109K -2,025 -4%
N
447
Nuveen
North Carolina
$2.95M -$77.4K -1,444 -3%
NEI
448
Northwest & Ethical Investments
Ontario, Canada
$2.91M -$194K -3,611 -6%
CIC
449
Cornercap Investment Counsel
Georgia
$2.89M +$4.29K +80 +0.2%
AP
450
AHL Partners
United Kingdom
$2.89M +$1.05M +19,521 +58%

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.