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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
DAC
801
Dividend Assets Capital
South Carolina
$691K +$150K +2,805 +28%
AGI
802
Athena Global Investors
Virginia
$690K -$602K -11,241 -47%
BCM
803
BTR Capital Management
California
$689K -$64.3K -1,200 -9%
UFG
804
United Fire Group
Iowa
$687K
RAM
805
Redmond Asset Management
Virginia
$681K -$12.3K -230 -2%
NCM
806
Novare Capital Management
North Carolina
$680K -$65.7K -1,225 -9%
PIM
807
Penobscot Investment Management
Massachusetts
$676K -$16.1K -300 -2%
EFS
808
Essex Financial Services
Connecticut
$664K -$39K -728 -6%
CW
809
Cobiz Wealth
Colorado
$664K -$22.5K -420 -3%
CBN
810
Cadence Bank NA
Texas
$664K +$3.43K +64 +0.5%
DP
811
Dearborn Partners
Illinois
$663K -$18.8K -350 -3%
YIA
812
YHB Investment Advisors
Connecticut
$660K -$180K -3,350 -22%
CBU
813
CIBC Bank USA
Illinois
$655K +$10.7K +200 +2%
FA
814
FDx Advisors
Illinois
$652K +$268K +4,995 +72%
EI
815
EDMP Inc
Florida
$651K
NC
816
NewSquare Capital
Pennsylvania
$650K +$39.6K +738 +7%
Mariner
817
Mariner
Kansas
$646K +$635K +11,843 New
GIA
818
GHP Investment Advisors
Colorado
$643K +$804 +15 +0.1%
RCAG
819
Rehmann Capital Advisory Group
Michigan
$643K +$79.6K +1,485 +14%
BIM
820
Bridges Investment Management
Nebraska
$640K -$17.8K -332 -3%
WIS
821
Wright Investors Service
Connecticut
$626K +$3K +56 +0.5%
WPC
822
White Pine Capital
Minnesota
$620K -$10.7K -200 -2%
RCM
823
Riverhead Capital Management
Delaware
$620K +$570K +10,632 +1,421%
EDRH
824
Edmond de Rothschild Holding
Switzerland
$617K
EDRS
825
Edmond de Rothschild (Suisse)
Switzerland
$617K

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.