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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
MSS
651
Mitchell Sinkler & Starr
Pennsylvania
$1.28M -$32.2K -600 -2%
RMCM
652
Reynders McVeigh Capital Management
Massachusetts
$1.27M -$417K -7,776 -25%
CPO
653
Cerity Partners OCIO
New York
$1.26M +$100K +1,875 +9%
FNBT
654
FineMark National Bank & Trust
Florida
$1.26M -$19.8K -370 -2%
DG
655
Davidson & Garrard
Virginia
$1.25M -$747K -13,936 -38%
PFC
656
Poplar Forest Capital
California
$1.25M
1IA
657
1834 Investment Advisors
Wisconsin
$1.24M
CCM
658
Cullen Capital Management
New York
$1.23M +$563K +10,505 +87%
FFWA
659
FRG Family Wealth Advisors
Washington
$1.23M +$81.5K +1,520 +7%
OA
660
Oxbow Advisors
Texas
$1.22M -$56.4K -1,053 -4%
DDC
661
Daniel Devine & Co
Florida
$1.21M -$200K -3,733 -14%
BAM
662
Barrett Asset Management
New York
$1.2M
CIC
663
Crawford Investment Counsel
Georgia
$1.19M -$185K -3,460 -14%
IFB
664
iAB Financial Bank
Indiana
$1.19M -$181K -3,385 -13%
PG
665
Proffitt & Goodson
Tennessee
$1.19M +$40.7K +760 +4%
NGA
666
Naples Global Advisors
Florida
$1.18M -$12.3K -230 -1%
CCG
667
Cypress Capital Group
Florida
$1.18M -$17K -317 -1%
AUB
668
Atlantic Union Bankshares
Virginia
$1.16M -$122K -2,275 -10%
FMC
669
First Merchants Corp
Indiana
$1.16M -$69.4K -1,295 -6%
ST
670
Somerset Trust
Pennsylvania
$1.16M +$37.8K +705 +3%
SWM
671
Stockman Wealth Management
Montana
$1.15M +$18.9K +353 +2%
VNIM
672
Vaughan Nelson Investment Management
Texas
$1.15M
KRSITF
673
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.14M -$276K -5,152 -20%
CIM
674
Cetera Investment Management
California
$1.13M -$135K -2,521 -11%
NERM
675
New England Research & Management
Illinois
$1.11M -$34.8K -650 -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.