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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
PWM
751
Perigon Wealth Management
California
$940K
JDR
752
Jay D. Rosenbaum
$938K -$107K -2,215 -11%
CA
753
Cullinan Associates
Kentucky
$925K +$53K +1,100 +7%
SEI Investments
754
SEI Investments
Pennsylvania
$917K -$566K -11,742 -41%
MA
755
Montag & Associates
Georgia
$913K +$204K +4,230 +34%
WCBA
756
Weaver C. Barksdale & Associates
Tennessee
$913K +$348K +7,222 +75%
MCM
757
Mork Capital Management
California
$903K
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$898K +$100K +2,073 +14%
Aristotle Capital Management
759
Aristotle Capital Management
California
$892K -$289K -6,000 -27%
TSS
760
Thomas Story & Son
Indiana
$892K
SLAM
761
Swiss Life Asset Management
$889K -$12.6K -261 -2%
FBC
762
Fairfield, Bush & Co
Connecticut
$889K
BSW
763
Buckingham Strategic Wealth
Missouri
$883K +$47.3K +981 +6%
PM
764
Penbrook Management
New York
$877K
PG
765
Patten Group
Tennessee
$866K +$47.5K +984 +7%
FNFDCM
766
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$857K +$2.89K +60 +0.4%
CC
767
ClearArc Capital
Ohio
$853K -$15.4K -320 -2%
SRSA
768
S.R. Schill & Associates
Washington
$847K +$24.3K +503 +3%
MFW
769
Mosaic Family Wealth
Missouri
$844K -$394K -8,180 -34%
GA
770
Geneva Advisors
Illinois
$842K -$67K -1,390 -8%
AAM
771
Augustine Asset Management
Florida
$839K +$741K +15,360 New
SA
772
Strategic Advisors
New York
$836K -$53K -1,099 -7%
SAM
773
Strategy Asset Managers
California
$828K +$93.8K +1,944 +15%
SCM
774
Southport Capital Management
Tennessee
$827K -$29K -601 -4%
MCA
775
Mercer Capital Advisers
New Jersey
$821K -$214K -4,447 -23%

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.