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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
NSEDCP
1051
NJ State Employees Deferred Compensation Plan
New Jersey
$266K
HIMC
1052
Heritage Investors Management Corp
Maryland
$266K +$9.64K +200 +4%
FCBT
1053
First Citizens Bank & Trust
North Carolina
$265K -$10.4K -216 -4%
VWA
1054
V Wealth Advisors
Kansas
$265K +$234K +4,851 New
PP
1055
Paloma Partners
Connecticut
$263K -$684K -14,181 -75%
BT
1056
Beacon Trust
New Jersey
$261K
PO
1057
Private Ocean
California
$261K
NFG
1058
Nations Financial Group
Iowa
$260K -$11.4K -236 -5%
CL
1059
Choreo LLC
Illinois
$260K -$5.83K -121 -2%
NB
1060
Nicolet Bankshares
Wisconsin
$260K
CPA
1061
Capital Planning Advisors
California
$259K
CCMD
1062
Cypress Capital Management (Delaware)
Delaware
$257K
BOS
1063
Bank of Stockton
California
$256K +$227K +4,705 New
CICI
1064
Capital Investment Counsel Inc
North Carolina
$255K -$24.1K -500 -10%
TCM
1065
Texan Capital Management
Texas
$255K -$16.2K -335 -7%
Handelsbanken Fonder
1066
Handelsbanken Fonder
Sweden
$254K -$4.65M -96,515 -95%
PCA
1067
Peddock Capital Advisors
Massachusetts
$254K
FWCM
1068
Ferguson Wellman Capital Management
Oregon
$250K
WB
1069
Webster Bank
Connecticut
$250K +$3.23K +67 +1%
WCM
1070
Windward Capital Management
California
$250K +$222K +4,594 New
VAM
1071
Verity Asset Management
North Carolina
$249K -$1.3K -27 -0.6%
BJL
1072
Brighton Jones LLC
Washington
$246K +$14.4K +298 +7%
TC
1073
Telemus Capital
Michigan
$246K +$219K +4,532 New
SEC
1074
Seven Eight Capital
New York
$245K -$429K -8,900 -66%
CPIG
1075
Chicago Partners Investment Group
Illinois
$245K -$98.9K -2,051 -31%

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.