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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
EBSAM
951
Eubel Brady & Suttman Asset Management
Ohio
$400K +$21.7K +450 +7%
Kovitz Investment Group Partners
952
Kovitz Investment Group Partners
Illinois
$400K +$355K +7,357 New
SYBT
953
Stock Yards Bank & Trust
Kentucky
$398K -$24.6K -510 -7%
M
954
MOTCO
Texas
$397K -$6.01M -124,681 -94%
Fuller & Thaler Asset Management
955
Fuller & Thaler Asset Management
California
$392K -$154K -3,200 -31%
BB
956
Busey Bank
Illinois
$390K -$10.7K -221 -3%
Verition Fund Management
957
Verition Fund Management
Connecticut
$389K +$138K +2,861 +67%
CFA
958
CT Financial Advisors
Pennsylvania
$388K -$7.33K -152 -2%
AAM
959
AR Asset Management
California
$388K
HCM
960
HM Capital Management
Missouri
$388K
RC
961
RegentAtlantic Capital
New Jersey
$387K -$17.3K -359 -5%
BCM
962
Buckhead Capital Management
Georgia
$384K
SFM
963
Signature Financial Management
Virginia
$383K
AAC
964
Asset Advisors Corp
Georgia
$381K
WAM
965
Wolverine Asset Management
Illinois
$380K +$338K +7,000 New
GIM
966
Goelzer Investment Management
Indiana
$379K -$2.17M -44,940 -87%
QCG
967
Quadrant Capital Group
Ohio
$377K -$148K -3,060 -30%
DAC
968
Dividend Assets Capital
South Carolina
$373K -$199K -4,125 -38%
I
969
IberiaBank
Louisiana
$373K -$42.9K -889 -11%
CI
970
Capital International
California
$370K
TCOT
971
Trust Company of Toledo
Ohio
$368K -$109K -2,269 -25%
WTB
972
Washington Trust Bank
Washington
$368K -$22.4K -464 -6%
MFBTD
973
MB Financial Bank - Trust Department
Illinois
$365K -$27.5K -570 -8%
JAM
974
Jolley Asset Management
North Carolina
$365K +$67.5K +1,400 +26%
IOOF
975
Independent Order of Foresters
Ontario, Canada
$363K

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.