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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
CHAM
1001
Clear Harbor Asset Management
Connecticut
$316K -$38.6K -800 -12%
WA
1002
WFG Advisors
Texas
$315K -$380K -7,878 -58%
WAM
1003
Weatherly Asset Management
California
$315K
IC
1004
InterOcean Capital
Illinois
$314K -$38.5K -799 -12%
BRM
1005
Boston Research & Management
Massachusetts
$314K
AC
1006
Alexandria Capital
Virginia
$313K +$222K +4,601 +399%
IA
1007
IFP Advisors
Florida
$309K -$1.31M -27,136 -86%
VC
1008
Vicus Capital
Pennsylvania
$306K +$69K +1,430 +34%
TBA
1009
Train Babcock Advisors
New York
$305K
JFA
1010
JNBA Financial Advisors
Minnesota
$304K +$62.7K +1,300 +30%
HB
1011
Homrich & Berg
Georgia
$303K -$156K -3,235 -37%
PGA
1012
Portland Global Advisors
Maine
$302K
SMG
1013
Spectrum Management Group
Indiana
$301K +$65.6K +1,360 +33%
OMC
1014
Overbrook Management Corp
New York
$300K
HJGA
1015
Hardman Johnston Global Advisors
Connecticut
$300K +$266K +5,521 New
Geode Capital Management
1016
Geode Capital Management
Massachusetts
$300K +$11.3M +233,873 +4%
CAI
1017
Capital Advisors Inc
Oklahoma
$299K -$28.8K -598 -10%
VFS
1018
VSR Financial Services
Kansas
$298K -$42.3K -878 -14%
MYLI
1019
Meiji Yasuda Life Insurance
Japan
$296K +$262K +5,442 New
WIP
1020
Wellesley Investment Partners
Massachusetts
$296K +$263K +5,451 New
TCM
1021
Telos Capital Management
California
$294K -$86.8K -1,800 -25%
F
1022
Filament
Washington
$294K -$48.2K -1,000 -16%
ZIC
1023
ZWJ Investment Counsel
Georgia
$294K +$21.9K +455 +9%
VanEck Associates
1024
VanEck Associates
New York
$293K -$35.8M -742,149 -99%
MMG
1025
Monetary Management Group
Missouri
$293K

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.