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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
CG
851
Clinton Group
New York
$622K +$134K +2,772 +32%
BAM
852
Burnham Asset Management
New York
$619K -$169K -3,500 -24%
MWP
853
MYCIO Wealth Partners
Pennsylvania
$618K +$145K +3,000 +36%
BRWA
854
B. Riley Wealth Advisors
Florida
$616K -$53.8K -1,115 -9%
GT
855
Greenleaf Trust
Michigan
$615K -$15.9K -330 -3%
AP
856
Advisor Partners
California
$612K -$93.8K -1,946 -15%
BAAM
857
Baker Avenue Asset Management
California
$609K -$174K -3,600 -24%
ARMT
858
Amica Retiree Medical Trust
Rhode Island
$602K
ST
859
Sabal Trust
Florida
$597K -$675 -14 -0.1%
FG
860
Fiduciary Group
Georgia
$595K +$24.6K +510 +5%
SL
861
Summitry LLC
California
$589K +$169K +3,500 +48%
PVWM
862
Point View Wealth Management
New Jersey
$585K +$204K +4,233 +65%
CWM
863
Concert Wealth Management
California
$584K +$3.62K +75 +0.7%
Squarepoint
864
Squarepoint
New York
$579K -$428K -8,870 -45%
VRS
865
Virginia Retirement System
Virginia
$577K +$512K +10,614 New
EDRS
866
Edmond de Rothschild (Suisse)
Switzerland
$571K -$24.1K -500 -5%
VWM
867
Venturi Wealth Management
Texas
$571K
RP
868
Rowlandmiller & Partners
Georgia
$571K +$675 +14 +0.1%
NBC
869
Neuberger Berman Canada
Ontario, Canada
$568K +$126K +2,613 +33%
DGI
870
Disciplined Growth Investors
Minnesota
$563K
Wellington Management Group
871
Wellington Management Group
Massachusetts
$557K -$149K -3,092 -23%
FPFS
872
First Personal Financial Services
North Carolina
$556K -$91.7K -1,902 -16%
WA1
873
Wimmer Associates 1
California
$554K +$55.5K +1,150 +13%
VCAM
874
Van Cleef Asset Management
Ohio
$553K -$4.82K -100 -1%
MCM
875
Maple Capital Management
Vermont
$552K -$4.82K -100 -1%

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.