Emerson Electric
1,141 hedge funds and large institutions have $39.7B invested in Emerson Electric in 2013 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 378 increasing their positions, 526 reducing their positions, and 52 closing their positions.
64% more funds holding in top 10
Funds holding in top 10: 36 → 59 (+23)
48% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 52
42% more capital invested
Capital invested by funds: $28B → $39.7B (+$11.7B)
12% more call options, than puts
Call options by funds: $202M | Put options by funds: $181M
1% more funds holding
Funds holding: 1,128 → 1,141 (+13)
1.03% less ownership
Funds ownership: 71.23% → 70.2% (-1%)
28% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 526
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$307M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$73.4M |
| 3 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$53.6M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$46.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$179M |
| 2 |
JP Morgan Chase
New York
|
-$131M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$116M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$64.7M |
| 5 |
Flossbach Von Storch
Cologne,
Germany
|
-$64M |
EMR Hedge Fund Activity: Q3 2013 in Review
1,141 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2013, worth a combined $39.7B — up 42% from $28B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new EMR positions and 52 closed out — a net gain of 25 holders — while 378 added to existing stakes and 526 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $307M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $179M sold.
- 1,141 institutional investors held Emerson Electric (EMR) as of Q3 2013, up from 1,128 in Q2 2013.
- Funds reported $39.7B of Emerson Electric stock for Q3 2013, up 42% quarter-over-quarter.
- 77 funds opened new Emerson Electric positions in Q3 2013 and 52 closed out, a net change of +25 holders.
- The largest Emerson Electric buyer in Q3 2013 was Wellington Management Group, an estimated $307M added.
- The largest Emerson Electric seller in Q3 2013 was Davis Selected Advisers, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2013.