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Emerson Electric
EMR

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: 1,262 → 1,274 (+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: 17 → 15 (-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

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$109M
2
LP
Longview Partners
Guernsey
+$68.4M
3
Bank of America
Bank of America
North Carolina
+$68.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$66.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
PAM
Panagora Asset Management
Massachusetts
-$93.5M
2
O
OppenheimerFunds
New York
-$91M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$82.5M
4
GAM
Gotham Asset Management
New York
-$51.9M
5
State Street
State Street
Massachusetts
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1176
Versant Capital Management
Arizona
$124K -$543 -9 -0.5%
FANJ
1177
Financial Architects (New Jersey)
New Jersey
$122K – – –
FCB
1178
First Command Bank
Texas
$122K – – –
FCFS
1179
First Command Financial Services
Texas
$122K – – –
MCM
1180
Manchester Capital Management
Vermont
$116K – – –
JWA
1181
JFS Wealth Advisors
Pennsylvania
$114K -$3.56K -59 -3%
MWM
1182
MinichMacGregor Wealth Management
New York
$113K – – –
AIL
1183
AGF Investments LLC
Ontario, Canada
$112K -$2.19M -36,354 -95%
ARMC
1184
American Research & Management Company
Massachusetts
$110K – – –
KPCM
1185
Kings Point Capital Management
New York
$100K -$72K -1,194 -43%
DOA
1186
D'Orazio & Associates
Virginia
$100K -$12.1K -200 -11%
RFA
1187
Reilly Financial Advisors
California
$100K – – –
CAW
1188
Cornerstone Advisors (Washington)
Washington
$99K -$3.02K -50 -3%
BWM
1189
Baystate Wealth Management
Massachusetts
$97K +$60 +1 +0.1%
GLI
1190
Guardian Life Insurance
New York
$92K – – –
FFC
1191
First Financial Corp
Indiana
$89K – – –
GBBWRPM
1192
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$87K – – –
WA
1193
Winfield Associates
Ohio
$85K – – –
MSFP
1194
Mark Sheptoff Financial Planning
Connecticut
$82K – – –
TCCM
1195
Timber Creek Capital Management
Massachusetts
$81K – – –
NCM
1196
New Capital Management
Texas
$79K +$1.87K +31 +3%
MRCM
1197
M&R Capital Management
New Jersey
$76K – – –
AF
1198
Allworth Financial
California
$75K – – –
AAP
1199
Arax Advisory Partners
Colorado
$74K +$543 +9 +0.8%
ADL
1200
Asset Dedication LLC
California
$73K – – –
46 47
48
49 50

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.