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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
MDCM
601
Morgan Dempsey Capital Management
Wisconsin
$1.72M +$202K +4,188 +15%
GWM
602
Gupta Wealth Management
California
$1.72M -$196K -4,071 -11%
KCPG
603
Kavar Capital Partners Group
Kansas
$1.71M -$14.1K -293 -0.9%
PAM
604
Peninsula Asset Management
Florida
$1.69M -$3.62K -75 -0.2%
EHWM
605
Eads & Heald Wealth Management
Georgia
$1.68M -$46.1K -955 -3%
WJA
606
Williams Jones & Associates
New York
$1.68M +$192K +3,975 +15%
PCM
607
Parsons Capital Management
Rhode Island
$1.68M +$119K +2,471 +9%
MBTD
608
Mechanics Bank - Trust Department
California
$1.66M -$4.82K -100 -0.3%
LI
609
Longer Investments
Arkansas
$1.65M +$1.46M +30,360 New
CGT
610
Capital Guardian Trust
California
$1.64M -$488K -10,121 -25%
AAM
611
Aston Asset Management
Illinois
$1.64M +$490K +10,160 +51%
PPSG
612
Princeton Portfolio Strategies Group
New Jersey
$1.64M -$162K -3,364 -10%
PFM
613
PacWest Financial Management
Arizona
$1.64M -$22.2K -460 -2%
LJHT
614
Laurie J. Hall Trustee
$1.63M -$313K -6,495 -18%
HS
615
HighVista Strategies
Massachusetts
$1.63M +$1.44M +29,900 New
QT
616
Quantbot Technologies
New York
$1.62M -$1.91M -39,703 -57%
CHC
617
City Holding Co
West Virginia
$1.61M -$22.9K -475 -2%
BOH
618
Bank of Hawaii
Hawaii
$1.59M +$30.4K +631 +2%
KRSITF
619
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M +$221K +4,584 +19%
Northwestern Mutual Wealth Management
620
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$246K +5,093 +21%
AIA
621
Alerus Investment Advisors
Minnesota
$1.57M +$38.5K +798 +3%
FMBTD
622
First Midwest Bank Trust Division
Illinois
$1.57M +$293K +6,080 +27%
IMOV
623
Investment Management of Virginia
Virginia
$1.57M +$13.3K +275 +1%
VFA
624
Voya Financial Advisors
Connecticut
$1.56M +$483K +10,020 +54%
ECM
625
EagleClaw Capital Management
Massachusetts
$1.56M -$25.3K -525 -2%

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.