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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
BFO
876
Boston Family Office
Massachusetts
$550K -$2.89K -60 -0.6%
LH
877
Lebenthal Holdings
New York
$550K +$488K +10,111 New
W
878
Wealthfront
California
$547K -$40K -829 -8%
ACP
879
Ashfield Capital Partners
California
$542K -$77.2K -1,600 -14%
OC
880
Oarsman Capital
Wisconsin
$542K +$1.69K +35 +0.4%
DDC
881
DF Dent & Co
Maryland
$540K
PWAP
882
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$540K +$3.42K +71 +0.7%
TL
883
Tirschwell & Loewy
New York
$528K -$53K -1,100 -10%
RCAG
884
Rehmann Capital Advisory Group
Michigan
$528K +$82.9K +1,719 +21%
WS
885
Wedbush Securities
California
$526K +$18.7K +387 +4%
HIC
886
Holderness Investments Company
North Carolina
$525K -$3.96K -82 -0.8%
NPC
887
National Planning Corporation
California
$524K -$435K -9,019 -48%
WWM
888
Willingdon Wealth Management
North Carolina
$524K -$53K -1,100 -10%
WC
889
Whitnell & Co
Illinois
$522K +$193K +4,000 +71%
EIM
890
Emerson Investment Management
Massachusetts
$520K -$38.6K -800 -8%
NED
891
Nancy E. Dempze
$519K -$68.5K -1,420 -13%
HHAA
892
Henry H. Armstrong Associates
Pennsylvania
$519K -$34.4K -714 -7%
NC
893
NewSquare Capital
Pennsylvania
$517K -$18.4K -382 -4%
HPBT
894
High Point Bank & Trust
North Carolina
$511K +$12.1K +250 +3%
SPC
895
Sigma Planning Corp
Michigan
$508K -$450K -9,328 -50%
MIC
896
Meridian Investment Counsel
California
$508K
BTNA
897
Bremer Trust National Association
Minnesota
$507K -$20.7K -430 -4%
HWA
898
Heritage Wealth Advisors
Virginia
$503K
TCM
899
Tradition Capital Management
New Jersey
$501K -$2.65K -55 -0.6%
SAM
900
Security Asset Management
New York
$494K -$158K -3,266 -26%

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.