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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$169M -$5.23M -108,430 -3%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$165M -$18.8M -390,478 -11%
MPI
28
Mairs & Power Inc
Minnesota
$160M -$1.5M -31,131 -1%
JIM
29
Jensen Investment Management
Oregon
$159M +$1.62M +33,633 +1%
Flossbach Von Storch
30
Flossbach Von Storch
Germany
$153M -$43.1M -894,168 -24%
BIP
31
Brandes Investment Partners
California
$147M +$1.12M +23,153 +0.9%
O
32
OppenheimerFunds
New York
$143M -$768K -15,921 -0.6%
Charles Schwab
33
Charles Schwab
California
$140M +$8.23M +170,719 +7%
JP Morgan Chase
34
JP Morgan Chase
New York
$136M +$12.4M +256,586 +11%
EIP
35
Epoch Investment Partners
New York
$136M -$133K -2,762 -0.1%
SC
36
Sasco Capital
Connecticut
$134M +$21.8M +452,303 +22%
American Century Companies
37
American Century Companies
Missouri
$127M -$86.3M -1,788,889 -43%
EVM
38
Eaton Vance Management
Massachusetts
$124M -$1.48M -30,690 -1%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$122M +$4.69M +97,200 +5%
UBS AM
40
UBS AM
Illinois
$122M +$981K +20,339 +0.9%
T
41
Thomaspartners
Massachusetts
$117M +$4.86M +100,696 +5%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$115M +$4.55M +94,400 +5%
CS
43
Credit Suisse
Switzerland
$109M +$1.9M +39,366 +2%
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$107M -$26.4M -546,752 -22%
TBC
45
Tweedy, Browne Co
Connecticut
$101M -$3.36M -69,721 -4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$99.7M +$2M +41,410 +2%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$99.2M +$3.13M +64,953 +4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$88.6M +$24.5M +507,100 +42%
Axa
49
Axa
France
$86.1M +$24.2M +502,533 +46%
BlackRock
50
BlackRock
New York
$85.4M -$21.4M -443,515 -22%

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.