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Emerson Electric

1,274 hedge funds and large institutions have $28.1B invested in Emerson Electric in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 422 increasing their positions, 555 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $177M | Put options by funds: $89.9M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $26.9B → $28.1B (+$1.21B)

1% more funds holding

Funds holding: 1,2621,274 (+12)

0.13% less ownership

Funds ownership: 69.99%69.86% (-0.13%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 555

Holders
1,274
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
31.76%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
72
Increased
422
Reduced
555
Closed
51
Calls
$177M
Puts
$89.9M
Net Calls
+$87.3M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
726
Private Advisory Group
Washington
$972K +$154K +2,557 +20%
PG
727
Proffitt & Goodson
Tennessee
$969K -$53.4K -885 -5%
SNBOSCI
728
Security National Bank of Sioux City Iowa
Iowa
$968K +$31.2K +517 +3%
WAM
729
Wolverine Asset Management
Illinois
$964K +$926K +15,355 New
SWK
730
Stephen W. Kidder
$956K -$121K -2,000 -12%
Aristotle Capital Management
731
Aristotle Capital Management
California
$955K
RCA
732
Rowland Carmichael Advisors
Arizona
$954K -$8.38K -139 -0.9%
MCM
733
Murphy Capital Management
New Jersey
$951K +$12.1K +200 +1%
NC
734
NewSquare Capital
Pennsylvania
$951K +$18.5K +306 +2%
CCT
735
Capital City Trust
Florida
$950K
PSC
736
Prentiss Smith & Co
Vermont
$949K -$44.6K -740 -5%
SCA
737
Sage Capital Advisors
South Dakota
$943K
CCWA
738
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$943K +$37.7K +625 +4%
IGGA
739
Iron Gate Global Advisors
Utah
$943K +$905K +15,000 New
WSCM
740
Wellington Shields Capital Management
New York
$939K -$63.9K -1,060 -7%
YIA
741
YHB Investment Advisors
Connecticut
$936K -$220K -3,650 -20%
FA
742
FMA Advisory
Pennsylvania
$935K -$26.2K -434 -3%
MWP
743
MYCIO Wealth Partners
Pennsylvania
$934K
IAA
744
Independent Advisor Alliance
North Carolina
$934K +$100K +1,665 +13%
KFS
745
Kurt F. Somerville
$933K -$353K -5,861 -28%
PWM
746
Perigon Wealth Management
California
$929K -$3.98K -66 -0.4%
FMT
747
First Mercantile Trust
Tennessee
$929K +$67.3K +1,115 +8%
WCM
748
Windward Capital Management
California
$927K +$25.8K +428 +3%
Marshall Wace
749
Marshall Wace
United Kingdom
$924K +$885K +14,668 New
AP
750
Advisor Partners
California
$921K +$23.5K +390 +3%

EMR Hedge Fund Activity: Q3 2017 in Review

1,274 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2017, worth a combined $28.1B — up 4.5% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EMR positions and 51 closed out — a net gain of 21 holders — while 422 added to existing stakes and 555 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $109M. The largest seller was Panagora Asset Management, cutting an estimated $93.5M.

  • 1,274 institutional investors held Emerson Electric (EMR) as of Q3 2017, up from 1,262 in Q2 2017.
  • Funds reported $28.1B of Emerson Electric stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 72 funds opened new Emerson Electric positions in Q3 2017 and 51 closed out, a net change of +21 holders.
  • The largest Emerson Electric buyer in Q3 2017 was Adage Capital Partners, an estimated $109M added.
  • The largest Emerson Electric seller in Q3 2017 was Panagora Asset Management, an estimated $93.5M sold.

Based on aggregated 13F filings for Q3 2017.