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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
926
HM Capital Management
Missouri
$416K
CONA
927
Capital One National Association
New York
$414K +$9.27K +173 +2%
FWCM
928
Ferguson Wellman Capital Management
Oregon
$412K -$193K -3,601 -32%
KF
929
Krilogy Financial
Missouri
$410K -$54.9K -1,024 -12%
NAM
930
NTV Asset Management
West Virginia
$409K +$214 +4 +0.1%
ACI
931
Alpha Cubed Investments
California
$408K -$5.36K -100 -1%
AW
932
ACG Wealth
Georgia
$407K +$46.7K +872 +13%
CL
933
Choreo LLC
Illinois
$405K +$115K +2,139 +40%
CA
934
Cortland Associates
Missouri
$404K +$397K +7,411 New
VDI
935
Vaughan David Investments
Illinois
$403K +$36.4K +680 +10%
TF
936
Tompkins Financial
New York
$400K -$532K -9,922 -57%
I2I
937
Insight 2811 Inc
Illinois
$398K -$26.8K -500 -6%
VIA
938
Virtus Investment Advisers
Connecticut
$398K +$392K +7,309 New
CIC
939
Carnegie Investment Counsel
Ohio
$396K -$60.9K -1,137 -12%
Kovitz Investment Group Partners
940
Kovitz Investment Group Partners
Illinois
$396K
BB
941
Busey Bank
Illinois
$394K
TW
942
Transform Wealth
Colorado
$392K -$48.2K -900 -11%
WAM
943
Wealthspire Advisors (Maryland)
Maryland
$391K +$129K +2,409 +51%
MGIA
944
Moneta Group Investment Advisors
Missouri
$390K -$454K -8,480 -54%
AAM
945
AR Asset Management
California
$389K
BSA
946
Braun Stacey Associates
New York
$387K -$10.7K -200 -3%
ERIM
947
Eagle Ridge Investment Management
Connecticut
$386K -$3.34M -62,287 -90%
SNT
948
Security National Trust
West Virginia
$386K -$21.4K -400 -5%
AI
949
Accredited Investors
Minnesota
$386K -$8.63K -161 -2%
KA
950
KLCM Advisors
Wisconsin
$385K

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.