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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
FCMT
751
Founders Capital Management (Texas)
Texas
$916K +$58.5K +970 +7%
UAS
752
United Asset Strategies
New York
$915K +$308K +5,100 +54%
AL
753
Aspiriant LLC
California
$905K -$112K -1,853 -11%
DTL
754
Dynamic Technology Lab
Singapore
$905K +$869K +14,400 New
FCBT
755
First Citizens Bank & Trust
North Carolina
$898K -$427K -7,086 -33%
ZB
756
Zions Bancorporation
Utah
$898K -$289K -4,796 -25%
SFG
757
SevenBridge Financial Group
Pennsylvania
$895K -$10.1K -168 -1%
PG
758
Patten Group
Tennessee
$894K -$2.65K -44 -0.3%
CTI
759
Community Trust & Investment
Kentucky
$892K -$7K -116 -0.8%
SPC
760
Sigma Planning Corp
Michigan
$885K +$26.2K +435 +3%
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$880K +$845K +14,008 New
LWAC
762
Laurel Wealth Advisors (California)
California
$879K -$1.99K -33 -0.2%
AAM
763
Augustine Asset Management
Florida
$876K -$6.09K -101 -0.7%
SNBOSD
764
Security National Bank of So Dak
Iowa
$875K -$7.96K -132 -0.9%
GIA
765
GHP Investment Advisors
Colorado
$873K -$25.1K -416 -3%
N
766
Nuveen
North Carolina
$872K -$633K -10,500 -43%
MCM
767
Mengis Capital Management
Oregon
$859K -$6.03K -100 -0.7%
CCM
768
Compton Capital Management
Rhode Island
$858K -$6.03K -100 -0.7%
NDSI
769
Newman Dignan & Sheerar Inc
Rhode Island
$844K
GHCM
770
Glen Harbor Capital Management
California
$843K -$33.8K -560 -4%
DAC
771
Dividend Assets Capital
South Carolina
$839K +$20.5K +340 +3%
CFA
772
Carroll Financial Associates
North Carolina
$837K +$6.63K +110 +0.8%
GW
773
GW & Wade
Massachusetts
$834K -$5.31K -88 -0.7%
Federated Hermes
774
Federated Hermes
Pennsylvania
$833K -$57.4K -951 -7%
QT
775
Quantbot Technologies
New York
$832K +$799K +13,253 New

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.