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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
HA
801
Halsey Associates
Connecticut
$756K -$41.6K -862 -6%
SACTSONJ
802
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$745K
BIC
803
Beach Investment Counsel
Pennsylvania
$744K
WT
804
Washington Trust
Rhode Island
$740K -$149K -3,096 -19%
CW
805
Cobiz Wealth
Colorado
$739K -$42.4K -880 -6%
MIAN
806
Mariner Independent Advisor Network
Kansas
$735K +$652K +13,514 New
HCM
807
Howland Capital Management
Massachusetts
$734K
FRM
808
Fox Run Management
Connecticut
$734K +$651K +13,500 New
AIA
809
Allegis Investment Advisors
Idaho
$728K +$230K +4,770 +55%
CCT
810
Capital City Trust
Florida
$719K +$15.4K +320 +2%
BIM
811
Bridges Investment Management
Nebraska
$718K -$53.6K -1,111 -8%
PA
812
Profund Advisors
Maryland
$716K -$12.5K -259 -2%
Jane Street
813
Jane Street
New York
$709K -$65.8K -1,364 -9%
WBG
814
Wharton Business Group
Pennsylvania
$707K
FM
815
Forward Management
California
$703K -$271K -5,627 -30%
EFS
816
Essex Financial Services
Connecticut
$702K
RIA
817
RPG Investment Advisory
California
$701K -$1.98K -41 -0.3%
JMFC
818
J.M. Forbes & Co
Massachusetts
$694K -$3.62K -75 -0.6%
RAM
819
Redmond Asset Management
Virginia
$693K -$1.93K -40 -0.3%
Pacer Advisors
820
Pacer Advisors
Pennsylvania
$688K +$51.9K +1,076 +9%
EDRH
821
Edmond de Rothschild Holding
Switzerland
$687K -$24.1K -500 -4%
CCM
822
Compton Capital Management
Rhode Island
$686K
UFG
823
United Fire Group
Iowa
$685K
FAM
824
Formidable Asset Management
Ohio
$678K -$2.8K -58 -0.5%
CBN
825
Cadence Bank NA
Texas
$678K +$25.7K +533 +4%

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.