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Emerson Electric

1,274 hedge funds and large institutions have $28.1B invested in Emerson Electric in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 422 increasing their positions, 555 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $177M | Put options by funds: $89.9M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $26.9B → $28.1B (+$1.21B)

1% more funds holding

Funds holding: 1,2621,274 (+12)

0.13% less ownership

Funds ownership: 69.99%69.86% (-0.13%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 555

Holders
1,274
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
31.76%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
72
Increased
422
Reduced
555
Closed
51
Calls
$177M
Puts
$89.9M
Net Calls
+$87.3M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
1101
Amica Retiree Medical Trust
Rhode Island
$236K
CAG
1102
Crestwood Advisors Group
Massachusetts
$234K +$7.54K +125 +3%
WKWM
1103
Walter & Keenan Wealth Management
Indiana
$234K +$225K +3,725 New
AIM
1104
Anchor Investment Management
South Carolina
$230K +$54.3K +900 +33%
SBL
1105
Sargent Bickham Lagudis
Colorado
$228K -$69.6K -1,154 -24%
HR
1106
Howe & Rusling
New York
$228K
CAM
1107
Congress Asset Management
Massachusetts
$226K
SFA
1108
Sequoia Financial Advisors
Ohio
$226K +$1.69K +28 +0.8%
TFO
1109
Tarbox Family Office
California
$226K +$1.93K +32 +0.9%
PM
1110
Parametrica Management
Hong Kong
$226K +$217K +3,591 New
1832 Asset Management
1111
1832 Asset Management
Ontario, Canada
$225K -$5.45M -90,384 -96%
BPB
1112
Badgley, Phelps & Bell
Washington
$225K
OC
1113
Oakworth Capital
Alabama
$225K
OC
1114
Oarsman Capital
Wisconsin
$225K +$216K +3,586 New
CBB
1115
Citizens Business Bank
California
$224K -$4.76K -79 -2%
JWM
1116
Jacobus Wealth Management
Wisconsin
$223K
NHC
1117
Nicholas Hoffman & Company
Georgia
$223K
SCM
1118
SOL Capital Management
Maryland
$223K
NL
1119
NWAM LLC
Washington
$223K +$2.35K +39 +1%
DE
1120
Day & Ennis
Georgia
$222K
CA
1121
Cornerstone Advisory
Maryland
$221K +$603 +10 +0.3%
FIM
1122
Freedom Investment Management
Connecticut
$220K -$27.1K -449 -11%
RVPG
1123
Relative Value Partners Group
$220K
HC
1124
Henshaw Capital
Massachusetts
$220K
NB
1125
Nicolet Bankshares
Wisconsin
$219K -$4.83K -80 -2%

EMR Hedge Fund Activity: Q3 2017 in Review

1,274 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2017, worth a combined $28.1B — up 4.5% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EMR positions and 51 closed out — a net gain of 21 holders — while 422 added to existing stakes and 555 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $109M. The largest seller was Panagora Asset Management, cutting an estimated $93.5M.

  • 1,274 institutional investors held Emerson Electric (EMR) as of Q3 2017, up from 1,262 in Q2 2017.
  • Funds reported $28.1B of Emerson Electric stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 72 funds opened new Emerson Electric positions in Q3 2017 and 51 closed out, a net change of +21 holders.
  • The largest Emerson Electric buyer in Q3 2017 was Adage Capital Partners, an estimated $109M added.
  • The largest Emerson Electric seller in Q3 2017 was Panagora Asset Management, an estimated $93.5M sold.

Based on aggregated 13F filings for Q3 2017.