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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
TCM
1176
Tradewinds Capital Management
Washington
$17K
CYG
1177
Clean Yield Group
Vermont
$16K -$37.5K -700 -70%
HFM
1178
Hartford Financial Management
Connecticut
$16K
TDC
1179
Thompson Davis & Co
Virginia
$14K -$2.14K -40 -14%
AA
1180
AlphaMark Advisors
Kentucky
$14K
VIA
1181
Vantage Investment Advisors
Pennsylvania
$12K -$6.22K -116 -35%
PCP
1182
Proficio Capital Partners
Massachusetts
$12K
SIC
1183
Salem Investment Counselors
North Carolina
$11.2K -$326K -6,090 -23%
AIM
1184
Advantage Investment Management
Iowa
$11K
BC
1185
Barnett & Company
Tennessee
$11K
CFS
1186
Commonwealth Financial Services
West Virginia
$11K
HCM
1187
Horrell Capital Management
Arkansas
$11K
MA
1188
MCF Advisors
Kentucky
$10K -$243K -4,534 -96%
LWM
1189
LBA Wealth Management
Florida
$8K -$9.32K -174 -56%
DBT
1190
Dubuque Bank & Trust
Iowa
$7K -$48.2K -900 -88%
NCM
1191
Nelson Capital Management
California
$7K
SAM
1192
Shamrock Asset Management
Texas
$7K
1832 Asset Management
1193
1832 Asset Management
Ontario, Canada
$6K
AWM
1194
AllSquare Wealth Management
New York
$5K
CAL
1195
Capital Advisors Ltd
Ohio
$5K
GWS
1196
Glassman Wealth Services
Virginia
$5K
LWA
1197
Lenox Wealth Advisors
New York
$4K
DPA
1198
Delphi Private Advisors
California
$3K
HCM
1199
Herndon Capital Management
Georgia
$3K
PCTC
1200
Perkins Coie Trust Company
Washington
$3K

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.