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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
TYCC
901
Texas Yale Capital Corp
Florida
$494K
ACI
902
Alpha Cubed Investments
California
$491K -$141K -2,927 -24%
LCS
903
Levin Capital Strategies
New York
$491K -$40.7K -843 -9%
CIC
904
Cutler Investment Counsel
Oregon
$489K
FHC
905
First Heartland Consultants
Missouri
$489K +$8.58K +178 +2%
MFW
906
Meristem Family Wealth
Minnesota
$488K +$7.57K +157 +2%
PFBT
907
Parkside Financial Bank & Trust
Missouri
$487K +$5.3K +110 +1%
1SB
908
1ST Source Bank
Indiana
$484K -$24.1K -500 -5%
PTC
909
Private Trust Company
Ohio
$482K +$168K +3,479 +65%
ST
910
Smithfield Trust
Pennsylvania
$479K -$380K -7,879 -47%
BKA
911
Brick & Kyle Associates
Pennsylvania
$476K -$132K -2,740 -24%
PL
912
Perpetual Ltd
Australia
$476K +$179K +3,713 +74%
PTB
913
Pioneer Trust Bank
Oregon
$474K +$50.2K +1,040 +14%
DPIM
914
Duff & Phelps Investment Management
Illinois
$473K -$107K -2,210 -20%
AF
915
Arrow Financial
New York
$469K -$43.9K -911 -10%
FHA
916
First Horizon Advisors
Tennessee
$469K +$34.6K +718 +9%
MYAM
917
Meiji Yasuda Asset Management
Japan
$466K +$120K +2,480 +41%
RIG
918
Renaissance Investment Group
Massachusetts
$465K -$31.3K -650 -7%
OMCS
919
Old Mutual Customised Solutions
South Africa
$462K -$150K -3,100 -27%
ATC
920
Adirondack Trust Company
New York
$462K
Mariner
921
Mariner
Kansas
$462K +$409K +8,487 New
HCM
922
Highbridge Capital Management
New York
$462K +$410K +8,498 New
KTC
923
Kistler-Tiffany Companies
Pennsylvania
$461K +$185K +3,826 +82%
LC
924
Lourd Capital
California
$457K +$48 +1 +0%
GWM
925
Geneos Wealth Management
Colorado
$453K +$399K +8,281 New

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.