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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
CBT
1151
Central Bank & Trust
Kentucky
$87K
DOA
1152
D'Orazio & Associates
Virginia
$86K
RPG
1153
Risk Paradigm Group
Texas
$84.8K +$18.9K +391 +33%
CYG
1154
Clean Yield Group
Vermont
$83K +$72.6K +1,505 New
GAM
1155
Gemmer Asset Management
California
$82K
AIM
1156
Anchor Investment Management
South Carolina
$79.7K +$70.7K +1,466 New
SBL
1157
Sargent Bickham Lagudis
Colorado
$76K +$67.6K +1,402 New
WA
1158
Winfield Associates
Ohio
$73K +$40.9K +848 +170%
MUS
1159
Mitsubishi UFJ Securities
Japan
$73K +$64.6K +1,340 New
TWA
1160
TCI Wealth Advisors
Arizona
$72K +$965 +20 +2%
Carson Wealth (CWM LLC)
1161
Carson Wealth (CWM LLC)
Nebraska
$71K -$434 -9 -0.7%
CPA
1162
Cowen Prime Advisors
New York
$71K
TCCM
1163
Timber Creek Capital Management
Massachusetts
$70K
AssetMark Inc
1164
AssetMark Inc
California
$69K +$1.64K +34 +3%
IIC
1165
Integrated Investment Consultants
Michigan
$68K +$61.2K +1,268 New
OSNBOA
1166
Old Second National Bank of Aurora
Illinois
$67K
1832 Asset Management
1167
1832 Asset Management
Ontario, Canada
$65K -$146K -3,030 -72%
ADL
1168
Asset Dedication LLC
California
$65K -$1.59K -33 -3%
IPC
1169
Independent Portfolio Consultants
Florida
$62K +$7.47K +155 +16%
DBT
1170
Dubuque Bank & Trust
Iowa
$61K -$12.8K -265 -19%
SAM
1171
Sunnymeath Asset Management
New Jersey
$61K +$54.3K +1,125 New
WHG
1172
Westwood Holdings Group
Texas
$59K +$52.1K +1,080 New
RAM
1173
Riggs Asset Management
Pennsylvania
$57K
MPWT
1174
MassMutual Private Wealth & Trust
Connecticut
$56.8K -$1.11K -23 -2%
GBBWRPM
1175
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$54K

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.