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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
OAC
51
OMERS Administration Corp
Ontario, Canada
$78.8M +$9.09M +188,400 +15%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$77.9M +$8.76M +181,593 +15%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$77.5M +$11.3M +235,014 +20%
FI
54
Focused Investors
California
$76.4M -$2.1M -43,600 -3%
IGIM
55
I.G. Investment Management
Manitoba, Canada
$75M -$8.96M -185,750 -12%
Franklin Resources
56
Franklin Resources
California
$74.3M -$593K -12,298 -0.9%
RRAM
57
River Road Asset Management
Kentucky
$72.5M +$104K +2,153 +0.2%
PPA
58
Parametric Portfolio Associates
Washington
$72.2M +$11.4K +237 +0%
BIM
59
BlackRock Investment Management
Delaware
$72.1M -$7.88M -163,362 -11%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$71.8M +$553K +11,458 +0.9%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$71.5M +$19.1M +395,505 +43%
UBS Group
62
UBS Group
Switzerland
$69.7M -$1.59M -32,985 -3%
IVA
63
International Value Advisers
$69.4M -$79.5M -1,648,879 -56%
SAM
64
Silvercrest Asset Management
New York
$69.3M -$2.42M -50,182 -4%
AllianceBernstein
65
AllianceBernstein
Tennessee
$68.3M +$2.85M +59,014 +5%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$64.7M +$4.02M +83,424 +8%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$63.7M -$3.44M -71,319 -6%
Stifel Financial
68
Stifel Financial
Missouri
$61.6M +$3.57M +74,104 +7%
TGCM
69
Tukman Grossman Capital Management
California
$61.4M +$6.41M +132,900 +13%
TCIM
70
TIAA CREF Investment Management
New York
$60.9M +$840K +17,414 +2%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.8M -$3.32M -68,900 -6%
DRZID
72
DePrince Race & Zollo Inc (DRZ)
Florida
$59M -$13.1M -272,304 -20%
M&T Bank
73
M&T Bank
New York
$57.9M +$5.61M +116,286 +12%
RJA
74
Raymond James & Associates
Florida
$56.8M +$8.23M +170,738 +20%
Principal Financial Group
75
Principal Financial Group
Iowa
$56.5M +$1.94M +40,199 +4%

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.