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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
ACM
701
Argentus Capital Management
Texas
$1.01M -$41.6K -777 -4%
FP
702
FDO Partners
Massachusetts
$1M +$45.2K +844 +5%
CK
703
Cohen Klingenstein
New York
$992K
HBT
704
Hills Bank & Trust
Iowa
$986K -$21.2K -395 -2%
IIM
705
Ipswich Investment Management
Massachusetts
$981K -$67K -1,250 -6%
FWM
706
Frontier Wealth Management
Missouri
$981K +$5.36K +100 +0.6%
SRSA
707
S.R. Schill & Associates
Washington
$978K +$132K +2,462 +16%
CB
708
Cooke & Bieler
Pennsylvania
$977K
PAM
709
Premier Asset Management
Illinois
$975K
NAM
710
North American Management
Massachusetts
$972K
CGT
711
Capital Guardian Trust
California
$970K -$314K -5,850 -25%
RWA
712
Ropes Wealth Advisors
Massachusetts
$970K -$15K -280 -2%
BIC
713
Bridges Investment Counsel
Nebraska
$968K -$4.02K -75 -0.4%
LWAC
714
Laurel Wealth Advisors (California)
California
$964K +$22.2K +415 +2%
CA
715
Cullinan Associates
Kentucky
$963K +$94.1K +1,755 +11%
SL
716
Summitry LLC
California
$957K +$118K +2,196 +14%
DVM
717
Dreman Value Management
Florida
$955K
BCA
718
Benchmark Capital Advisors
New York
$948K -$13.4K -250 -1%
BVDMP
719
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$948K
STMM
720
South Texas Money Management
Texas
$943K
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$942K +$22.3K +417 +2%
NAM
722
Needelman Asset Management
California
$941K -$28.1K -525 -3%
MC
723
Miles Capital
Iowa
$939K +$60.7K +1,132 +7%
AIA
724
AIMZ Investment Advisors
California
$935K +$161 +3 +0%
RCA
725
Rowland Carmichael Advisors
Arizona
$931K +$27.5K +513 +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.