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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
WRM
1101
Westport Resources Management
Connecticut
$151K -$283K -5,272 -66%
FNBSF
1102
First National Bank Sioux Falls
South Dakota
$150K
SLF
1103
Sun Life Financial
Ontario, Canada
$141K -$203K -3,785 -59%
TWA
1104
TCI Wealth Advisors
Arizona
$138K
SIM
1105
Sonora Investment Management
Arizona
$136K
LSV Asset Management
1106
LSV Asset Management
Illinois
$136K -$11.9M -221,750 -99%
AIM
1107
Arcadia Investment Management
Michigan
$135K +$10.2K +190 +8%
HCA
1108
Harbour Capital Advisors
Virginia
$134K +$132K +2,457 New
ACM
1109
Americafirst Capital Management
California
$133K
ECM
1110
Estabrook Capital Management
New York
$133K
CG
1111
Cutler Group
California
$131K -$364K -6,792 -74%
GLI
1112
Guardian Life Insurance
New York
$131K
TSW
1113
Thompson Siegel & Walmsley
Virginia
$130K
CAL
1114
Capital Analysts LLC
Pennsylvania
$127K
IIC
1115
Integrated Investment Consultants
Michigan
$127K
CA
1116
CapWealth Advisors
Tennessee
$124K
VCM
1117
Versant Capital Management
Arizona
$123K -$643 -12 -0.5%
ARMC
1118
American Research & Management Company
Massachusetts
$122K
AIM
1119
Anchor Investment Management
South Carolina
$113K
FANJ
1120
Financial Architects (New Jersey)
New Jersey
$108K +$14.5K +270 +16%
MRCM
1121
M&R Capital Management
New Jersey
$107K
JWA
1122
JFS Wealth Advisors
Pennsylvania
$102K
MCM
1123
Manchester Capital Management
Vermont
$101K -$54.6K -1,018 -36%
MWM
1124
MinichMacGregor Wealth Management
New York
$98K
CAW
1125
Cornerstone Advisors (Washington)
Washington
$98K +$53.6K +1,000 +124%

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.