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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
JC
501
Jacobs & Co
California
$2.39M -$3.32K -62 -0.1%
WDA
502
Wendell David Associates
New Hampshire
$2.38M +$42.9K +800 +2%
NEAM
503
New England Asset Management
Connecticut
$2.35M +$316K +5,900 +16%
SAMNY
504
Samsung Asset Management (New York)
New York
$2.35M -$513K -9,580 -18%
LIM
505
Loudon Investment Management
New Hampshire
$2.34M +$10.7K +200 +0.5%
OWD
506
Osborn Williams & Donohoe
Ohio
$2.34M +$87.8K +1,639 +4%
Citadel Advisors
507
Citadel Advisors
Florida
$2.32M -$1.78M -33,208 -44%
HA
508
Hamel Associates
New Jersey
$2.32M +$489K +9,125 +27%
BOC
509
Barbara Oil Co
Illinois
$2.32M
BHIA
510
Birch Hill Investment Advisors
Massachusetts
$2.31M -$773K -14,430 -25%
Voloridge Investment Management
511
Voloridge Investment Management
Florida
$2.31M +$2.27M +42,325 New
BAC
512
Boys Arnold & Co
North Carolina
$2.3M -$150K -2,800 -6%
CT
513
Chicago Trust
Illinois
$2.3M -$66.8K -1,247 -3%
HPIA
514
Hamilton Point Investment Advisors
North Carolina
$2.3M +$51.7K +965 +2%
DC
515
Davenport & Co
Virginia
$2.27M -$47.6K -889 -2%
PIM
516
Perkins Investment Management
Illinois
$2.25M -$1.84M -34,254 -45%
LSERS
517
Louisiana State Employees Retirement System
Louisiana
$2.23M -$64.3K -1,200 -3%
GC
518
Gratus Capital
Georgia
$2.22M -$80.4K -1,500 -4%
CB
519
Community Bank
New York
$2.21M +$16.1K +300 +0.7%
SRC
520
Shufro Rose & Co
New York
$2.2M -$18K -335 -0.8%
VFA
521
Voya Financial Advisors
Connecticut
$2.19M +$349K +6,520 +19%
DWA
522
Douglass Winthrop Advisors
New York
$2.19M +$59K +1,100 +3%
ERSOT
523
Employees Retirement System of Texas
Texas
$2.18M
CA
524
Commerzbank Aktiengesellschaft
Germany
$2.18M +$472K +8,816 +28%
MPAM
525
Murphy Pohlad Asset Management
Minnesota
$2.17M -$862K -16,091 -29%

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.