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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
BP
1026
Ballentine Partners
Massachusetts
$292K -$8.39K -174 -3%
LOAMS
1027
Lombard Odier Asset Management (Switzerland)
Switzerland
$291K
CIC
1028
Carnegie Investment Counsel
Ohio
$291K +$4.82K +100 +2%
HAG
1029
HighPoint Advisor Group
Illinois
$291K +$6.08K +126 +2%
AW
1030
ACG Wealth
Georgia
$291K +$258K +5,349 New
CG
1031
Caprock Group
Idaho
$290K +$257K +5,327 New
BOS
1032
Bingham Osborn & Scarborough
California
$289K
MPIA
1033
Mountain Pacific Investment Advisers
Idaho
$284K +$252K +5,230 New
TBNY
1034
Trustco Bank (New York)
New York
$281K
PIM
1035
Parasol Investment Management
Illinois
$278K +$69.4K +1,439 +39%
Diamond Hill Capital Management
1036
Diamond Hill Capital Management
Ohio
$277K -$25K -518 -9%
AP
1037
Atwood & Palmer
Missouri
$276K -$212K -4,392 -46%
BHBT
1038
Burke & Herbert Bank & Trust
Virginia
$276K +$22.4K +465 +10%
HH
1039
Hilltop Holdings
Texas
$275K -$24.9K -516 -9%
RPA
1040
Rock Point Advisors
Vermont
$274K -$32.6K -677 -12%
DA
1041
Dillon & Associates
Michigan
$273K +$32.9K +682 +16%
TTWM
1042
TCV Trust & Wealth Management
Virginia
$271K -$4.8M -99,513 -95%
NFG
1043
Next Financial Group
Texas
$271K -$436K -9,041 -64%
GCM
1044
Grisanti Capital Management
New York
$271K -$60.3K -1,250 -20%
BAC
1045
Boys Arnold & Co
North Carolina
$270K -$2.31M -47,891 -91%
RCM
1046
RNC Capital Management
California
$270K -$108K -2,237 -31%
BC
1047
Banced Corp
Illinois
$270K
BCAM
1048
Boston Common Asset Management
Massachusetts
$269K -$19.3K -400 -7%
FA
1049
Fagan Associates
New York
$269K +$28.5K +590 +14%
VF
1050
Virtu Financial
New York
$267K +$236K +4,901 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.