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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
HCM
826
Hollencrest Capital Management
California
$615K +$604K +11,279 New
SFWA
827
Summit Financial Wealth Advisors
Louisiana
$614K +$212K +3,960 +54%
ST
828
Spot Trading
Illinois
$605K +$304K +5,680 +105%
ARMT
829
Amica Retiree Medical Trust
Rhode Island
$604K
MYAM
830
Meiji Yasuda Asset Management
Japan
$600K +$178K +3,320 +43%
GP
831
Girard Partners
Pennsylvania
$596K -$46.3K -863 -7%
JFGIW
832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$594K -$38K -710 -6%
FG
833
Fiduciary Group
Georgia
$593K
FFA
834
First Foundation Advisors
California
$588K +$155K +2,900 +37%
LOAME
835
Lombard Odier Asset Management (Europe)
United Kingdom
$580K
IP
836
Investment Partners
Ohio
$578K +$344K +6,413 +153%
PWAP
837
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$577K +$268 +5 +0%
PFBT
838
Parkside Financial Bank & Trust
Missouri
$573K +$128K +2,386 +29%
ST
839
Sabal Trust
Florida
$569K
AT
840
Arden Trust
Delaware
$566K -$1.3M -24,316 -70%
AHC
841
Adell Harriman & Carpenter
Texas
$564K -$4.45K -83 -0.8%
GT
842
Greenleaf Trust
Michigan
$564K -$24.7K -461 -4%
Jane Street
843
Jane Street
New York
$563K -$3.17M -59,172 -85%
DRD
844
Dennis R. Delaney
$562K -$164K -3,066 -23%
RP
845
Rowlandmiller & Partners
Georgia
$560K +$214 +4 +0%
FPFS
846
First Personal Financial Services
North Carolina
$559K -$25.5K -475 -4%
FHC
847
First Heartland Consultants
Missouri
$558K +$322 +6 +0.1%
CCWA
848
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$558K +$548K +10,233 New
Jennison Associates
849
Jennison Associates
New York
$550K +$541K +10,088 New
HA
850
Halsey Associates
Connecticut
$549K -$184K -3,430 -25%

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.