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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
BCM
876
Buckhead Capital Management
Georgia
$498K +$1.61K +30 +0.3%
HIC
877
Holderness Investments Company
North Carolina
$496K -$5.36K -100 -1%
PTC
878
Private Trust Company
Ohio
$496K +$1.66K +31 +0.3%
BTNA
879
Bremer Trust National Association
Minnesota
$494K -$14.5K -270 -3%
SAM
880
SignalPoint Asset Management
Missouri
$494K +$20.6K +385 +4%
IG
881
ING Group
Netherlands
$493K +$175K +3,266 +54%
OC
882
Oarsman Capital
Wisconsin
$492K -$48.3K -901 -9%
CIC
883
Cutler Investment Counsel
Oregon
$491K
IAA
884
Ironsides Asset Advisors
North Carolina
$491K
SAM
885
Security Asset Management
New York
$490K -$5.04K -94 -1%
BRWA
886
B. Riley Wealth Advisors
Florida
$489K -$204K -3,808 -30%
AF
887
Arrow Financial
New York
$487K +$16.1K +300 +3%
RCM
888
RNC Capital Management
California
$483K +$53.6K +1,000 +13%
GWM
889
Geneos Wealth Management
Colorado
$481K +$25.9K +483 +6%
ACP
890
Ashfield Capital Partners
California
$478K -$64.3K -1,200 -12%
ST
891
Smithfield Trust
Pennsylvania
$477K
TCM
892
Tradition Capital Management
New Jersey
$474K +$10.7K +200 +2%
TL
893
Tirschwell & Loewy
New York
$469K -$59K -1,100 -11%
PWMAG
894
Pinnacle Wealth Management Advisory Group
New Jersey
$468K -$4.02K -75 -0.9%
S
895
SignatureFD
Georgia
$468K +$55K +1,027 +14%
JFA
896
JNBA Financial Advisors
Minnesota
$468K +$130K +2,433 +40%
BCM
897
Blume Capital Management
California
$465K -$220K -4,100 -32%
CCT
898
Country Club Trust
Missouri
$462K +$15.3K +285 +3%
LCM
899
Liberty Capital Management
Michigan
$462K +$62.2K +1,160 +15%
ACN
900
Advisor Consultant Network
Ohio
$462K +$454K +8,476 New

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.