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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
Legal & General Group
26
Legal & General Group
United Kingdom
$174M -$1.09M -20,409 -0.6%
Ameriprise
27
Ameriprise
Minnesota
$170M +$146M +2,722,029 +678%
JIM
28
Jensen Investment Management
Oregon
$158M -$225K -4,207 -0.1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$158M -$4.06M -75,698 -3%
Charles Schwab
30
Charles Schwab
California
$157M +$9.45M +176,257 +7%
RL
31
Ruffer LLP
United Kingdom
$149M -$40.7M -759,208 -21%
O
32
OppenheimerFunds
New York
$149M +$1.41M +26,231 +1%
EIP
33
Epoch Investment Partners
New York
$142M +$3.06M +57,148 +2%
BIP
34
Brandes Investment Partners
California
$142M -$1.51M -28,220 -1%
Goldman Sachs
35
Goldman Sachs
New York
$137M -$10.3M -191,726 -7%
APG Asset Management
36
APG Asset Management
Netherlands
$129M +$51.3M +958,100 +68%
EVM
37
Eaton Vance Management
Massachusetts
$123M -$1M -18,750 -0.8%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$121M -$3.46M -64,541 -3%
MPI
39
Mairs & Power Inc
Minnesota
$119M -$17.5M -326,671 -13%
SC
40
Sasco Capital
Connecticut
$118M -$1.34M -25,090 -1%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$110M -$3.06M -57,100 -3%
Prudential Financial
42
Prudential Financial
New Jersey
$109M -$5.32M -99,240 -5%
UBS AM
43
UBS AM
Illinois
$105M +$5.39M +100,637 +5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$100M +$577K +10,769 +0.6%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$98.7M -$102K -1,897 -0.1%
Swiss National Bank
46
Swiss National Bank
Switzerland
$97.2M -$1.05M -19,500 -1%
Credit Agricole
47
Credit Agricole
France
$96.9M +$64.9M +1,211,014 +214%
Axa
48
Axa
France
$96.6M +$34.6M +645,903 +57%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$96.1M +$49.7M +926,905 +111%
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$94M +$80.4M +1,499,922 +669%

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.