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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
DMC
626
Drexel Morgan & Co
Pennsylvania
$1.41M
Thrivent Financial for Lutherans
627
Thrivent Financial for Lutherans
Minnesota
$1.41M -$2.81M -52,420 -67%
MFS
628
MSI Financial Services
Massachusetts
$1.41M +$82.5K +1,540 +6%
CNBT
629
Canandaigua National Bank & Trust
New York
$1.41M -$29.3K -547 -2%
OCM
630
Orleans Capital Management
Louisiana
$1.39M -$26.8K -500 -2%
HCP
631
Holt Capital Partners
Texas
$1.39M -$13.9K -260 -1%
SWK
632
Stephen W. Kidder
$1.39M -$615K -11,470 -31%
First Manhattan
633
First Manhattan
New York
$1.38M -$110K -2,050 -8%
TYCC
634
Texas Yale Capital Corp
Florida
$1.37M +$23.8K +445 +2%
PHS
635
Pekin Hardy Strauss
Illinois
$1.36M -$590K -11,000 -31%
AT
636
Argent Trust
Texas
$1.35M -$45.6K -850 -3%
SB
637
Simmons Bank
Arkansas
$1.34M -$9.11K -170 -0.7%
SIC
638
Shoker Investment Counsel
Ohio
$1.34M +$70.5K +1,315 +6%
HS
639
HighVista Strategies
Massachusetts
$1.34M +$21.4K +400 +2%
CT
640
Cambridge Trust
Massachusetts
$1.33M +$3.16K +59 +0.2%
CCM
641
Compton Capital Management
Rhode Island
$1.33M +$669K +12,474 +100%
NME
642
Notis-McConarty Edward
$1.33M -$166K -3,100 -11%
NSAM
643
North Star Asset Management
Wisconsin
$1.33M -$189K -3,530 -13%
NB
644
NBT Bank
New York
$1.32M -$10.9K -203 -0.8%
CFG
645
Citizens Financial Group
Rhode Island
$1.32M -$20.3K -379 -2%
BWP
646
Baldwin Wealth Partners
Massachusetts
$1.31M -$15.9K -296 -1%
MFW
647
Mosaic Family Wealth
Missouri
$1.31M +$220K +4,104 +21%
FWIA
648
Fort Washington Investment Advisors
Ohio
$1.3M +$345K +6,429 +37%
AIP
649
Ameritas Investment Partners
Nebraska
$1.3M -$816K -15,234 -39%
TCT
650
TIAA CREF Trust
Missouri
$1.29M -$44.4K -828 -3%

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.