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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
SYBT
951
Stock Yards Bank & Trust
Kentucky
$385K +$2.09K +39 +0.6%
SFM
952
Signature Financial Management
Virginia
$384K
FIM
953
Freedom Investment Management
Connecticut
$382K -$83.7K -1,561 -18%
AAC
954
Asset Advisors Corp
Georgia
$382K
WSC
955
Wellington Shields & Co
New York
$382K
AI
956
ArchPoint Investors
Florida
$380K
GIM
957
Goelzer Investment Management
Indiana
$378K -$6.38K -119 -2%
RC
958
RegentAtlantic Capital
New Jersey
$375K +$4.02K +75 +1%
HW
959
Hancock Whitney
Mississippi
$372K
EBSAM
960
Eubel Brady & Suttman Asset Management
Ohio
$371K -$23K -430 -6%
DGI
961
Disciplined Growth Investors
Minnesota
$368K
CCA
962
Checchi Capital Advisers
California
$368K +$54.2K +1,012 +18%
SCA
963
Sippican Capital Advisors
Massachusetts
$367K -$50.9K -950 -12%
JAM
964
Jolley Asset Management
North Carolina
$366K
Arrowstreet Capital
965
Arrowstreet Capital
Massachusetts
$365K -$5.27M -98,400 -94%
MFBTD
966
MB Financial Bank - Trust Department
Illinois
$365K
SCM
967
Shelton Capital Management
Colorado
$363K +$12.3K +230 +4%
NED
968
Nancy E. Dempze
$361K -$65.7K -1,225 -16%
QCG
969
Quadrant Capital Group
Ohio
$357K
MHS
970
M Holdings Securities
Oregon
$355K +$107 +2 +0%
WA
971
WFG Advisors
Texas
$355K +$29.6K +553 +9%
CPIG
972
Chicago Partners Investment Group
Illinois
$354K +$107K +2,000 +44%
TCOT
973
Trust Company of Toledo
Ohio
$352K
PFS
974
Physicians Financial Services
North Carolina
$352K +$75.2K +1,403 +28%
MAM
975
Mizuho Asset Management
Japan
$350K -$127K -2,379 -27%

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.