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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
BlackRock
51
BlackRock
New York
$93.6M +$3.73M +69,513 +4%
TBC
52
Tweedy, Browne Co
Connecticut
$93.1M -$6.47M -120,637 -7%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$87.6M +$398K +7,426 +0.5%
JP Morgan Chase
54
JP Morgan Chase
New York
$86.3M -$25.4M -474,204 -23%
Stifel Financial
55
Stifel Financial
Missouri
$81M +$2.15M +40,067 +3%
T
56
Thomaspartners
Massachusetts
$79M +$5.3M +98,911 +7%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$77.1M -$1.67M -31,100 -2%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$76.6M +$4.6M +85,750 +6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$76.5M +$632K +11,800 +0.8%
PPA
60
Parametric Portfolio Associates
Washington
$76.2M -$1.54M -28,699 -2%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$75.7M +$333K +6,210 +0.4%
CS
62
Credit Suisse
Switzerland
$75.5M -$17.2M -321,121 -19%
Franklin Resources
63
Franklin Resources
California
$75.2M +$1.4M +26,185 +2%
RJA
64
Raymond James & Associates
Florida
$73.1M +$13.3M +248,477 +23%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$67.8M -$16.3M -303,729 -20%
BIM
66
BlackRock Investment Management
Delaware
$67.6M -$149K -2,786 -0.2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$66.1M -$2.19M -40,859 -3%
UBS Group
68
UBS Group
Switzerland
$65.8M -$173K -3,232 -0.3%
IVA
69
International Value Advisers
$65.4M -$3.75M -70,063 -6%
Viking Global Investors
70
Viking Global Investors
Connecticut
$62.5M +$61.5M +1,146,816 New
M&T Bank
71
M&T Bank
New York
$61.4M +$1.59M +29,640 +3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$60.2M +$3M +56,041 +5%
GAM
73
Gotham Asset Management
New York
$59.3M +$1.64M +30,598 +3%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$58.5M -$4.48M -83,578 -7%
RRAM
75
River Road Asset Management
Kentucky
$57M -$1.09M -20,301 -2%

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.