We are live on ! Find out more
EMR icon

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
CCA
676
Cobblestone Capital Advisors
New York
$1.28M +$47.5K +985 +4%
FMC
677
First Merchants Corp
Indiana
$1.27M -$38.2K -793 -3%
SIC
678
Shoker Investment Counsel
Ohio
$1.25M +$295K +6,126 +36%
SHA
679
Smith Hayes Advisers
Nebraska
$1.25M -$1.23M -25,572 -53%
FNBT
680
FineMark National Bank & Trust
Florida
$1.25M -$74.6K -1,547 -6%
CA
681
Cetera Advisors
Colorado
$1.25M -$43.5K -902 -4%
RP
682
Reinhart Partners
Wisconsin
$1.24M -$48.2K -1,000 -4%
PTC
683
Philadelphia Trust Company
Pennsylvania
$1.24M +$35K +725 +3%
MAA
684
Mraz Amerine & Associates
California
$1.23M +$19.5K +404 +2%
PFC
685
Poplar Forest Capital
California
$1.23M +$9.89K +205 +0.9%
SWM
686
Stockman Wealth Management
Montana
$1.22M -$236K -4,900 -18%
Fayez Sarofim & Co
687
Fayez Sarofim & Co
Texas
$1.22M -$31.7K -657 -3%
1IA
688
1834 Investment Advisors
Wisconsin
$1.21M -$2.41K -50 -0.2%
NERM
689
New England Research & Management
Illinois
$1.21M +$12.1K +250 +1%
BAM
690
Barrett Asset Management
New York
$1.2M -$20.5K -425 -2%
BCM
691
BlueCrest Capital Management
Jersey
$1.2M +$1.06M +22,000 New
CAN
692
Cetera Advisor Networks
California
$1.19M +$201K +4,178 +24%
FC
693
Fayerweather Charles
$1.19M -$427K -8,862 -29%
NGA
694
Naples Global Advisors
Florida
$1.19M +$135K +2,792 +15%
MCM
695
Murphy Capital Management
New Jersey
$1.18M +$715K +14,830 +217%
BIC
696
Bridges Investment Counsel
Nebraska
$1.17M +$138K +2,870 +15%
CCG
697
Cypress Capital Group
Florida
$1.16M -$220K -4,571 -18%
RGI
698
River Global Investors
United Kingdom
$1.16M +$1.02M +21,239 New
VNIM
699
Vaughan Nelson Investment Management
Texas
$1.14M
AL
700
Aspiriant LLC
California
$1.13M +$998K +20,702 New

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.