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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
SACTSONJ
776
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$747K
AP
777
Advisor Partners
California
$745K +$69.1K +1,290 +10%
HCM
778
Howland Capital Management
Massachusetts
$742K
EOJOAM
779
E. Ohman J:or Asset Management
Sweden
$741K +$102K +1,900 +16%
BW
780
Bison Wealth
Georgia
$740K -$38K -709 -5%
PG
781
Patten Group
Tennessee
$739K -$54.9K -1,025 -7%
RIL
782
Rothschild Investment LLC
Illinois
$729K -$104K -1,939 -13%
MCM
783
Mengis Capital Management
Oregon
$729K -$59K -1,100 -8%
W
784
Wealthfront
California
$729K +$120K +2,238 +20%
SNBOSCI
785
Security National Bank of Sioux City Iowa
Iowa
$728K +$2.41K +45 +0.3%
WS
786
Wedbush Securities
California
$727K -$30.8K -575 -4%
Susquehanna International Group
787
Susquehanna International Group
Pennsylvania
$720K +$708K +13,210 New
BIC
788
Beach Investment Counsel
Pennsylvania
$719K -$26.7K -499 -4%
JMFC
789
J.M. Forbes & Co
Massachusetts
$718K +$22.2K +415 +3%
FBT
790
First Bankers Trust
Kentucky
$715K -$37K -690 -5%
SNBOSD
791
Security National Bank of So Dak
Iowa
$715K +$16.3K +305 +2%
WT
792
Washington Trust
Rhode Island
$712K +$6.81K +127 +1%
Bank of Nova Scotia
793
Bank of Nova Scotia
Ontario, Canada
$710K +$9.65K +180 +1%
MCA
794
Mercer Capital Advisers
New Jersey
$709K -$91.1K -1,700 -12%
EGA
795
Eagle Global Advisors
Texas
$708K -$45.9K -857 -6%
PVWM
796
Point View Wealth Management
New Jersey
$705K +$88.1K +1,643 +15%
SLT
797
St Louis Trust
Missouri
$703K -$24.1K -450 -3%
BAS
798
Brown Advisory Securities
Maryland
$696K -$61.6K -1,149 -8%
MWP
799
MYCIO Wealth Partners
Pennsylvania
$696K +$37.5K +700 +6%
CFA
800
Carroll Financial Associates
North Carolina
$695K +$34.2K +638 +5%

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.