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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
PP
626
Patten & Patten
Tennessee
$1.55M -$422K -8,748 -23%
ECM
627
Everence Capital Management
Indiana
$1.55M
CNBT
628
Canandaigua National Bank & Trust
New York
$1.54M +$688K +14,273 +101%
MIM
629
Miller Investment Management
Pennsylvania
$1.54M
TAM
630
Todd Asset Management
Kentucky
$1.54M -$75.4K -1,563 -5%
SMC
631
Smith, Moore & Co
Missouri
$1.52M +$288K +5,979 +27%
CG
632
Cutler Group
California
$1.51M +$993K +20,591 +285%
AMIM
633
Aull & Monroe Investment Management
Alabama
$1.51M +$24.1K +500 +2%
SIC
634
Salem Investment Counselors
North Carolina
$1.51M +$313K +6,490 +31%
NSAM
635
North Star Asset Management
Wisconsin
$1.5M +$27.7K +575 +2%
TCT
636
TIAA CREF Trust
Missouri
$1.5M -$116K -2,409 -8%
SC
637
Schulhoff & Co
Ohio
$1.5M +$193 +4 +0%
AIMCA
638
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.5M +$1.33M +27,500 New
Millennium Management
639
Millennium Management
New York
$1.49M +$1.32M +27,306 New
CFG
640
Citizens Financial Group
Rhode Island
$1.47M +$73.1K +1,515 +6%
MM
641
Midas Management
New York
$1.47M
BA
642
Bridgewater Associates
Connecticut
$1.47M +$1.3M +27,000 New
AUB
643
Atlantic Union Bankshares
Virginia
$1.47M -$2.13M -44,220 -62%
HK
644
Horizon Kinetics
New York
$1.46M +$47.7K +990 +4%
WOC
645
West Oak Capital
California
$1.46M -$40.3K -835 -3%
AT
646
Argent Trust
Texas
$1.45M -$28.9K -600 -2%
ZAM
647
Zevin Asset Management
Massachusetts
$1.44M +$6.75K +140 +0.5%
BA
648
Boston Advisors
Massachusetts
$1.44M -$69.7K -1,445 -5%
HDIM
649
Hanson & Doremus Investment Management
Vermont
$1.43M +$213K +4,420 +20%
IFB
650
iAB Financial Bank
Indiana
$1.43M +$19.3K +400 +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.