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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
JWM
1076
Jacobus Wealth Management
Wisconsin
$245K +$7.96K +165 +4%
TCB
1077
Texas Capital Bancshares
Texas
$243K -$112K -2,320 -34%
RCG
1078
Ruane, Cunniff & Goldfarb
New York
$242K -$86.3K -1,789 -29%
LJAC
1079
L.J. Altfest & Co
New York
$239K -$14.4K -299 -6%
PWW
1080
Pettyjohn Wood & White
Virginia
$239K +$212K +4,387 New
CAM
1081
Congress Asset Management
Massachusetts
$238K -$28.9K -599 -12%
IWMPD
1082
Integrated Wealth Management (Palm Desert)
California
$238K +$24.8K +514 +13%
CCM
1083
Carlson Capital Management
Minnesota
$236K -$1.74K -36 -0.8%
FTC
1084
Farmers Trust Company
Ohio
$235K -$24.7K -512 -11%
FBA
1085
Front Barnett Associates
Illinois
$235K
RWA
1086
River Wealth Advisors
Pennsylvania
$235K +$208K +4,317 New
PAM
1087
PartnerRe Asset Management
Connecticut
$234K -$4.82K -100 -2%
BO
1088
Bank OZK
Arkansas
$233K
FAG
1089
Financial Advisory Group
Texas
$232K
SBIA
1090
Sheaff Brock Investment Advisors
Indiana
$232K +$206K +4,265 New
SIA
1091
Sit Investment Associates
Minnesota
$231K
NBG
1092
Nancy B. Gardiner
$229K -$51.5K -1,067 -20%
SFSG
1093
Stearns Financial Services Group
North Carolina
$229K +$338 +7 +0.2%
SFWA
1094
Summit Financial Wealth Advisors
Louisiana
$226K +$200K +4,154 New
PAIA
1095
Park Avenue Institutional Advisers
New York
$224K -$5.59K -116 -3%
AW
1096
Alpha Windward
Massachusetts
$224K -$965 -20 -0.5%
WSTAM
1097
Wilbanks Smith & Thomas Asset Management
Virginia
$220K -$62.6K -1,299 -24%
PFS
1098
Physicians Financial Services
North Carolina
$220K +$14.1K +292 +8%
MMPW
1099
Mitchell McLeod Pugh & Williams
Alabama
$219K +$194K +4,030 New
HR
1100
Howe & Rusling
New York
$218K -$14.9K -310 -7%

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.