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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
MSFP
1176
Mark Sheptoff Financial Planning
Connecticut
$54K
NC
1177
Nicholas Company
Wisconsin
$54K
SIG
1178
Stanford Investment Group
California
$54K
SWA
1179
Sutton Wealth Advisors
Florida
$46.8K +$41.5K +860 New
BWA
1180
Burt Wealth Advisors
Maryland
$44K
CAW
1181
Cornerstone Advisors (Washington)
Washington
$44K +$9.21K +191 +31%
AWM
1182
Avior Wealth Management
Nebraska
$40K
CCMW
1183
Cypress Capital Management (Wyoming)
Wyoming
$37.3K -$24.8K -515 -43%
BL
1184
Balentine LLC
Georgia
$35K
JGIA
1185
Jackson Grant Investment Advisers
Connecticut
$35K +$31.3K +650 New
VCM
1186
Vigilant Capital Management
Maine
$33K
EMG
1187
ETF Managers Group
New Jersey
$32K +$25.8K +534 New
OC
1188
Oakworth Capital
Alabama
$29K +$965 +20 +4%
MCM
1189
MV Capital Management
Maryland
$27K
PHK
1190
Point72 Hong Kong
Hong Kong
$27K +$19.3K +400 +400%
SFG
1191
Sage Financial Group
Pennsylvania
$26K
RI
1192
Redwood Investments
Massachusetts
$25K +$2.89K +60 +15%
DSN
1193
D. Scott Neal
Kentucky
$24K
SHJ
1194
Sharkey, Howes & Javer
Colorado
$24K
AOWM
1195
Alpha Omega Wealth Management
Virginia
$22K
KLI
1196
Kelman-Lazarov Inc
Tennessee
$22K +$19.3K +400 New
FMT
1197
First Mercantile Trust
Tennessee
$20K
DIA
1198
Davidson Investment Advisors
Montana
$19K
VIA
1199
Vantage Investment Advisors
Pennsylvania
$18K
LWM
1200
LBA Wealth Management
Florida
$17K -$4.77K -99 -24%

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.