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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
PIM
1026
Parasol Investment Management
Illinois
$274K -$11.3K -210 -4%
NSEDCP
1027
NJ State Employees Deferred Compensation Plan
New Jersey
$273K
GCM
1028
Grisanti Capital Management
New York
$272K
FHA
1029
First Horizon Advisors
Tennessee
$271K -$197K -3,680 -42%
M
1030
MOTCO
Texas
$271K +$24.1K +450 +10%
TBNY
1031
Trustco Bank (New York)
New York
$270K
BC
1032
Banced Corp
Illinois
$267K -$3.32K -62 -1%
VWA
1033
V Wealth Advisors
Kansas
$264K -$5.73K -107 -2%
OMCS
1034
Old Mutual Customised Solutions
South Africa
$262K -$198K -3,700 -44%
PO
1035
Private Ocean
California
$262K
NFG
1036
Nations Financial Group
Iowa
$261K -$5.36K -100 -2%
IOOF
1037
Independent Order of Foresters
Ontario, Canada
$260K -$102K -1,900 -28%
BO
1038
Bank OZK
Arkansas
$260K
TRCT
1039
Tower Research Capital (TRC)
New York
$258K -$136K -2,546 -35%
TC
1040
Telemus Capital
Michigan
$258K +$2.3K +43 +0.9%
CPA
1041
Capital Planning Advisors
California
$258K +$13.4K +250 +6%
CCMD
1042
Cypress Capital Management (Delaware)
Delaware
$257K
BT
1043
Beacon Trust
New Jersey
$256K -$1.34K -25 -0.5%
FWM
1044
Focused Wealth Management
New York
$256K
PCA
1045
Peddock Capital Advisors
Massachusetts
$255K
SCM
1046
Southport Capital Management
Tennessee
$253K -$2.84K -53 -1%
HH
1047
Hilltop Holdings
Texas
$249K +$14.7K +275 +6%
HWM
1048
Highwater Wealth Management
Colorado
$247K +$243K +4,531 New
PTB
1049
Pioneer Trust Bank
Oregon
$241K -$193K -3,600 -45%
FA
1050
Fagan Associates
New York
$241K -$22.7K -423 -9%

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.