We are live on ! Find out more
EMR icon

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
AIM
1101
Assured Investment Management
New York
$218K +$193K +4,007 New
CLOS
1102
Compagnie Lombard Odier SCmA
Switzerland
$216K -$37.6K -780 -16%
VWM
1103
Vector Wealth Management
Minnesota
$216K -$10.9K -225 -5%
BCCM
1104
Bridge Creek Capital Management
Massachusetts
$216K +$192K +3,975 New
SIC
1105
SFE Investment Counsel
California
$215K +$191K +3,955 New
FPCG
1106
Fort Pitt Capital Group
Pennsylvania
$213K +$189K +3,910 New
CBB
1107
Citizens Business Bank
California
$213K +$189K +3,917 New
WPC
1108
Waters Parkerson & Co
Louisiana
$210K +$186K +3,860 New
WAM
1109
Wealthspire Advisors (Maryland)
Maryland
$208K +$3.04K +63 +2%
GS
1110
Girard Securities
California
$208K +$183K +3,801 New
MC
1111
Middleton & Co
Massachusetts
$208K +$184K +3,818 New
SCM
1112
SOL Capital Management
Maryland
$208K +$184K +3,818 New
GIM
1113
Greystone Investment Management
Ohio
$207K +$183K +3,800 New
ABTD
1114
Arvest Bank Trust Division
Oklahoma
$206K +$183K +3,790 New
BPB
1115
Badgley, Phelps & Bell
Washington
$205K +$182K +3,767 New
BRWM
1116
B. Riley Wealth Management
Tennessee
$205K +$182K +3,780 New
YMRC
1117
Yorktown Management & Research Company
Virginia
$201K +$178K +3,700 New
FMLI
1118
Fukoku Mutual Life Insurance
Japan
$196K
TFO
1119
Tarbox Family Office
California
$194K +$2.8K +58 +2%
HI
1120
Hudock Inc
Pennsylvania
$182K +$338 +7 +0.2%
TRCT
1121
Tower Research Capital (TRC)
New York
$180K +$154K +3,198 +2,710%
PCMM
1122
Private Capital Management (Minnesota)
Minnesota
$179K
GS
1123
GAM Systematic
United Kingdom
$177K +$157K +3,264 New
KPCM
1124
Kings Point Capital Management
New York
$167K
PMFA
1125
Plante Moran Financial Advisors
Michigan
$166K -$3.23K -67 -2%

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.