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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
SCM
1076
SOL Capital Management
Maryland
$214K
SCA
1077
Stonebridge Capital Advisors
Minnesota
$214K +$210K +3,920 New
FMLI
1078
Fukoku Mutual Life Insurance
Japan
$213K +$16.1K +300 +8%
WPC
1079
Waters Parkerson & Co
Louisiana
$210K
EWM
1080
Endurance Wealth Management
Rhode Island
$209K -$10.7K -200 -5%
WB
1081
Webster Bank
Connecticut
$207K -$26.8K -500 -12%
GIM
1082
Greystone Investment Management
Ohio
$207K +$204K +3,800 New
CIA
1083
Capital Investment Advisors
Georgia
$205K +$202K +3,760 New
FMT
1084
First Mercantile Trust
Tennessee
$204K -$25.8K -481 -11%
FPCG
1085
Fort Pitt Capital Group
Pennsylvania
$203K -$10.6K -198 -5%
AIM
1086
Alambic Investment Management
California
$202K +$198K +3,700 New
CAM
1087
Congress Asset Management
Massachusetts
$202K +$198K +3,700 New
C
1088
CFO4Life
Texas
$201K +$197K +3,685 New
HR
1089
Howe & Rusling
New York
$200K
TFO
1090
Tarbox Family Office
California
$194K
ACS
1091
Archford Capital Strategies
Illinois
$188K -$13.4K -250 -7%
PCM
1092
Penserra Capital Management
California
$187K +$90.4K +1,686 +96%
HI
1093
Hudock Inc
Pennsylvania
$183K +$375 +7 +0.2%
AA
1094
Apriem Advisors
California
$174K -$5.25K -98 -3%
OC
1095
Oakworth Capital
Alabama
$171K +$22.8K +425 +16%
KPCM
1096
Kings Point Capital Management
New York
$168K
PMFA
1097
Plante Moran Financial Advisors
Michigan
$167K
NSIM
1098
North Star Investment Management
Illinois
$164K
SC
1099
SRB Corp
Massachusetts
$158K +$7.4K +138 +5%
JCM
1100
Jacobi Capital Management
Pennsylvania
$157K -$11.6K -216 -7%

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.