We are live on ! Find out more
EMR icon

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
AWM
1151
Avior Wealth Management
Nebraska
$49K +$1.88K +35 +4%
SWA
1152
Sutton Wealth Advisors
Florida
$46.9K
MCM
1153
MV Capital Management
Maryland
$44K +$16.1K +300 +60%
LYV
1154
Live Your Vision
Pennsylvania
$44K +$42.9K +800 New
BWA
1155
Burt Wealth Advisors
Maryland
$43K
JG
1156
Jefferies Group
New York
$41K -$1.09M -20,274 -96%
RFA
1157
Reilly Financial Advisors
California
$38K
CCMW
1158
Cypress Capital Management (Wyoming)
Wyoming
$37.3K
JGIA
1159
Jackson Grant Investment Advisers
Connecticut
$36K +$322 +6 +0.9%
BL
1160
Balentine LLC
Georgia
$35K
HWP
1161
Hefty Wealth Partners
Indiana
$35K +$34.9K +652 New
ECM
1162
Exchange Capital Management
Michigan
$33K
IPC
1163
Independent Portfolio Consultants
Florida
$33K
VCM
1164
Vigilant Capital Management
Maine
$33K
RBC
1165
Roble Belko & Company
Pennsylvania
$30K +$15.2K +284 +109%
SFG
1166
Sage Financial Group
Pennsylvania
$26K
CWM
1167
Cedar Wealth Management
California
$26K +$21.4K +400 +571%
SHJ
1168
Sharkey, Howes & Javer
Colorado
$25K
DSN
1169
D. Scott Neal
Kentucky
$24K
RI
1170
Redwood Investments
Massachusetts
$24K
IWC
1171
Integrated Wealth Counsel
California
$23K +$23K +429 New
AOWM
1172
Alpha Omega Wealth Management
Virginia
$22K
VOYA Investment Management
1173
VOYA Investment Management
Georgia
$21.9K -$324K -6,046 -1%
KLI
1174
Kelman-Lazarov Inc
Tennessee
$21.3K
DIA
1175
Davidson Investment Advisors
Montana
$19K -$5.09K -95 -21%

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.