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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
HTC
526
Haverford Trust Company
Pennsylvania
$2.17M -$6.27K -117 -0.3%
BB
527
Bell Bank
North Dakota
$2.17M +$24.7K +460 +1%
RMDI
528
R.M. Davis Inc
Maine
$2.17M +$78.5K +1,465 +4%
LI
529
Longer Investments
Arkansas
$2.14M +$804 +15 +0%
V
530
Veritable
Delaware
$2.14M +$61.8K +1,153 +3%
IIM
531
Intact Investment Management
Quebec, Canada
$2.14M -$2.14M -39,900 -50%
SCM
532
Stonebridge Capital Management
California
$2.12M +$63K +1,175 +3%
RW
533
Rand Wealth
Maryland
$2.11M -$17.4K -325 -0.8%
AAM
534
Azzad Asset Management
Virginia
$2.1M +$244K +4,559 +13%
KFS
535
Kurt F. Somerville
$2.1M -$1.2M -22,362 -37%
PCM
536
Parsons Capital Management
Rhode Island
$2.08M -$46.9K -875 -2%
DSC
537
Duncker Streett & Co
Missouri
$2.06M -$298K -5,560 -13%
AIM
538
Acropolis Investment Management
Missouri
$2.05M -$28.1K -525 -1%
GIA
539
Gargoyle Investment Advisor
New Jersey
$2.03M
AMI
540
Amica Mutual Insurance
Rhode Island
$2.01M
COPPSERS
541
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M -$791K -14,758 -29%
NLI
542
Nippon Life Insurance
Japan
$2M +$51.7K +965 +3%
Canada Pension Plan Investment Board
543
Canada Pension Plan Investment Board
Ontario, Canada
$2M +$991K +18,500 +102%
SCA
544
Snowden Capital Advisors
New York
$2M +$1.97M +36,716 New
HAM
545
Highstreet Asset Management
Ontario, Canada
$1.98M +$1.7M +31,658 +690%
RG
546
Rathbones Group
United Kingdom
$1.97M +$41.6K +776 +2%
WA
547
WealthTrust Axiom
Pennsylvania
$1.97M +$1.93M +36,104 New
BOCM
548
Bontempo Ohly Capital Management
Maryland
$1.96M +$34.9K +651 +2%
RFS
549
Rockefeller Financial Services
New York
$1.96M -$3.38K -63 -0.2%
RA
550
Royce & Associates
New York
$1.96M -$723K -13,500 -27%

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.