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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
MBTD
551
Mechanics Bank - Trust Department
California
$1.95M +$8.57K +160 +0.4%
MHIM
552
MacNealy Hoover Investment Management
Ohio
$1.94M -$49.3K -920 -3%
CTA
553
Chesley Taft & Associates
Illinois
$1.94M -$94.6K -1,765 -5%
SI
554
Stephens Inc
Arkansas
$1.93M +$128K +2,390 +7%
CIM
555
CenturyLink Investment Management
Colorado
$1.93M +$17K +317 +0.9%
FMBTD
556
First Midwest Bank Trust Division
Illinois
$1.92M +$34K +635 +2%
CT
557
Coastline Trust
Rhode Island
$1.91M +$19.6K +365 +1%
AAM
558
Autus Asset Management
Arizona
$1.9M -$44.5K -830 -2%
PAM
559
Palisade Asset Management
Minnesota
$1.9M -$11.8K -220 -0.6%
NMIFOAC
560
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.89M
AB
561
Amalgamated Bank
New York
$1.89M +$9.59K +179 +0.5%
CIP
562
Convergence Investment Partners
Florida
$1.89M +$1.86M +34,668 New
AIMCA
563
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.88M -$1.88M -35,000 -50%
PPSG
564
Princeton Portfolio Strategies Group
New Jersey
$1.88M -$123K -2,300 -6%
LBC
565
Lawrence B. Cohen
$1.88M -$170K -3,175 -8%
VWM
566
Valley Wealth Managers
New Jersey
$1.87M +$149K +2,779 +9%
CAN
567
Cetera Advisor Networks
California
$1.86M +$562K +10,491 +44%
AI
568
Analytic Investors
California
$1.85M +$1.82M +33,951 New
WP
569
WealthPLAN Partners
Nebraska
$1.84M -$1.08M -20,125 -37%
PFSC
570
Peoples Financial Services Corp
Pennsylvania
$1.84M -$29.5K -550 -2%
KIA
571
KCM Investment Advisors
California
$1.84M +$23.4K +436 +1%
CHC
572
City Holding Co
West Virginia
$1.83M +$77.7K +1,450 +5%
PFPT
573
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.83M -$14.3K -267 -0.8%
BCFS
574
Butensky & Cohen Financial Security
Florida
$1.82M +$62.2K +1,160 +4%
PAM
575
Peninsula Asset Management
Florida
$1.81M +$90.5K +1,688 +5%

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.