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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
AMG
501
Advisors Management Group
Wisconsin
$2.53M +$58.8K +1,219 +3%
WBC
502
Westpac Banking Corp
Australia
$2.51M -$6.18M -128,206 -74%
SSWM
503
Smith Salley Wealth Management
North Carolina
$2.5M +$75.5K +1,566 +4%
MHIC
504
Marble Harbor Investment Counsel
Massachusetts
$2.49M -$55.5K -1,150 -2%
WCF
505
West Coast Financial
California
$2.48M +$110K +2,285 +5%
OIM
506
Opus Investment Management
Massachusetts
$2.47M -$362K -7,500 -14%
KBC Group
507
KBC Group
Belgium
$2.46M +$111K +2,297 +5%
CP
508
Camelot Portfolios
Ohio
$2.42M -$19.6K -407 -0.9%
LBC
509
Lawrence B. Cohen
$2.41M -$35.7K -740 -2%
OWD
510
Osborn Williams & Donohoe
Ohio
$2.41M +$17.3K +359 +0.8%
JC
511
Jacobs & Co
California
$2.39M -$26K -540 -1%
ADMI
512
Albert D. Mason Inc
Massachusetts
$2.39M
SAS
513
Spectrum Advisory Services
Georgia
$2.36M -$19.3K -400 -0.9%
BFIM
514
Beese Fulmer Investment Management
Ohio
$2.35M +$95.4K +1,978 +5%
CPIM
515
Columbia Partners Investment Management
Virginia
$2.34M +$126K +2,622 +6%
LSERS
516
Louisiana State Employees Retirement System
Louisiana
$2.34M -$135K -2,800 -6%
LD
517
Lipe & Dalton
New York
$2.34M +$22.9K +475 +1%
BFA
518
Benedict Financial Advisors
Georgia
$2.32M +$35.8K +743 +2%
QI
519
QS Investors
New York
$2.32M +$301K +6,243 +17%
PAM
520
Panagora Asset Management
Massachusetts
$2.32M -$538K -11,160 -21%
DC
521
Davenport & Co
Virginia
$2.32M +$10.9K +226 +0.5%
WDA
522
Wendell David Associates
New Hampshire
$2.31M -$1.98K -41 -0.1%
MJP
523
Michael J. Puzo
$2.31M -$542K -11,238 -21%
LMGAM
524
Liberty Mutual Group Asset Management
Massachusetts
$2.31M +$190K +3,933 +10%
BOC
525
Barbara Oil Co
Illinois
$2.31M

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.