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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
LBC
476
Lowe Brockenbrough & Co
Virginia
$2.66M +$29.5K +550 +1%
COI
477
Connable Office Inc
Michigan
$2.64M -$2.09K -39 -0.1%
RIA
478
Regal Investment Advisors
Michigan
$2.59M +$375K +6,998 +17%
TG
479
TCW Group
California
$2.59M -$226K -4,225 -8%
SCA
480
Salient Capital Advisors
Texas
$2.58M +$127K +2,377 +5%
Toronto Dominion Bank
481
Toronto Dominion Bank
Ontario, Canada
$2.58M +$777K +14,494 +44%
CC
482
Cognios Capital
Kansas
$2.57M +$16.1K +300 +0.6%
AMG
483
Advisors Management Group
Wisconsin
$2.55M +$7.13K +133 +0.3%
FCH
484
Freestone Capital Holdings
Washington
$2.54M +$314K +5,860 +14%
RGI
485
River Global Investors
United Kingdom
$2.53M -$184K -3,440 -7%
NIC
486
Northwest Investment Counselors
Oregon
$2.51M +$63.9K +1,192 +3%
MHIC
487
Marble Harbor Investment Counsel
Massachusetts
$2.49M +$29.1K +543 +1%
BFA
488
Benedict Financial Advisors
Georgia
$2.49M +$109K +2,037 +5%
CCM
489
Catawba Capital Management
Virginia
$2.48M +$308K +5,750 +14%
AI
490
Atria Investments
North Carolina
$2.48M +$414K +7,717 +20%
LD
491
Lipe & Dalton
New York
$2.48M +$101K +1,890 +4%
HCM
492
Hengehold Capital Management
Ohio
$2.47M +$381K +7,103 +19%
CPIM
493
Columbia Partners Investment Management
Virginia
$2.45M +$35.9K +670 +2%
SW
494
SVB Wealth
Massachusetts
$2.43M -$1.12M -20,926 -32%
BFIM
495
Beese Fulmer Investment Management
Ohio
$2.43M +$46.1K +860 +2%
VHAM
496
Van Hulzen Asset Management
California
$2.43M +$209K +3,902 +10%
FNBOO
497
First National Bank of Omaha
Nebraska
$2.42M -$26.3K -490 -1%
SSB
498
Sandy Spring Bank
Maryland
$2.41M -$102K -1,910 -4%
IA
499
IFP Advisors
Florida
$2.41M +$16.9K +315 +0.7%
LS
500
Livforsakringsbolaget Skandia
Sweden
$2.4M -$777K -14,500 -25%

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.